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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
951
Aviance Capital Partners
Florida
$1.1M +$5.85K +20 +0.5%
CAM
952
Carret Asset Management
New York
$1.1M +$182K +620 +20%
LNWWM
953
Laird Norton Wetherby Wealth Management
California
$1.1M +$113K +386 +11%
FMC
954
First Merchants Corp
Indiana
$1.1M +$17.6K +60 +2%
CFA
955
Cahill Financial Advisors
Minnesota
$1.09M +$11.7K +40 +1%
FWSM
956
First Wilshire Securities Management
California
$1.07M – – –
EGA
957
E&G Advisors
Texas
$1.07M +$8.78K +30 +0.8%
TW
958
Transform Wealth
Colorado
$1.07M +$92.8K +317 +10%
KBFS
959
Kohmann Bosshard Financial Services
Ohio
$1.06M – – –
MFW
960
Mosaic Family Wealth
Missouri
$1.06M -$1.92K -7 -0.2%
PCA
961
Personal Capital Advisors
California
$1.05M -$140K -478 -12%
TF
962
Tompkins Financial
New York
$1.05M – – –
MHS
963
M Holdings Securities
Oregon
$1.04M -$3.22K -11 -0.3%
NWP
964
Northstar Wealth Partners
Connecticut
$1.04M -$10K -51 -1%
SFP
965
Shepherd Financial Partners
Massachusetts
$1.04M -$543 -2 -0.1%
PWW
966
Pettyjohn Wood & White
Virginia
$1.04M +$51.8K +177 +5%
GAM
967
Griffin Asset Management
New York
$1.04M +$71.7K +245 +7%
ALIONA
968
Allianz Life Insurance of North America
Minnesota
$1.04M -$47.1K -161 -4%
VR
969
Viridian RIA
Washington
$1.04M -$35.1K -120 -3%
WPA
970
West Paces Advisors
Georgia
$1.04M – – –
EVM
971
Eaton Vance Management
Massachusetts
$1.03M +$49.8K +170 +5%
PV
972
Private Vista
Illinois
$1.03M +$50.1K +171 +5%
PG
973
Patten Group
Tennessee
$1.02M -$55.6K -190 -5%
IIM
974
Ipswich Investment Management
Massachusetts
$1.02M +$1.02M +3,481 New
PPCM
975
Pillar Pacific Capital Management
California
$1.02M -$45.4K -155 -4%
37 38
39
40 41