IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
PV
951
Private Vista
Illinois
$916K – – –
SSWM
952
Smith Salley Wealth Management
North Carolina
$914K -$236K -863 -20%
TCM
953
Traynor Capital Management
Pennsylvania
$914K +$190K +693 +26%
SI
954
Stephens Inc
Arkansas
$907K +$1.09K +4 +0.1%
TW
955
Transform Wealth
Colorado
$907K +$161K +589 +22%
GAM
956
Griffin Asset Management
New York
$903K +$12.8K +47 +1%
ACP
957
Arcus Capital Partners
Georgia
$902K -$152K -557 -14%
PWAG
958
Polaris Wealth Advisory Group
California
$901K – – –
SIS
959
Sound Income Strategies
Florida
$890K +$320K +1,173 +56%
LCM
960
Lucas Capital Management
New Jersey
$889K +$42.9K +157 +5%
VA
961
Valmark Advisers
Ohio
$886K +$133K +486 +18%
SIA
962
Starfire Investment Advisers
Michigan
$872K +$159K +584 +22%
NFG
963
Nations Financial Group
Iowa
$863K +$24K +88 +3%
BB
964
Busey Bank
Illinois
$862K – – –
RMDI
965
R.M. Davis Inc
Maine
$861K +$281K +1,030 +48%
CAM
966
Carret Asset Management
New York
$860K +$203K +745 +31%
NGA
967
Naples Global Advisors
Florida
$850K +$3.28K +12 +0.4%
Walleye Trading
968
Walleye Trading
New York
$846K +$764K +2,800 +933%
VCM
969
Virtue Capital Management
Tennessee
$845K +$1.37K +5 +0.2%
DBT
970
Dubuque Bank & Trust
Iowa
$841K +$103K +377 +14%
AIM
971
AMI Investment Management
Indiana
$835K -$205K -750 -20%
FWM
972
Focused Wealth Management
New York
$834K -$29.2K -107 -3%
ACG
973
Allen Capital Group
Nebraska
$828K -$25.1K -92 -3%
CASB
974
Cape Ann Savings Bank
Massachusetts
$824K +$824K +2,921 New
RC
975
Rinet Company
Massachusetts
$821K – – –
37 38
39
40 41