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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$5.33B
2
Wells Fargo
Wells Fargo
California
$5.45B
3
BlackRock
BlackRock
New York
$9.93B
4
LPL Financial
LPL Financial
California
$688M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.41B

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$111M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$303M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
4
PPFA
Provida Pension Fund Administrator
Chile
$132M
5
AssetMark Inc
AssetMark Inc
California
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$132M +$10.5M +43,206 +9%
PPFA
77
Provida Pension Fund Administrator
Chile
$132M -$88.6M -364,000 -40%
AG
78
Advisor Group
Arizona
$130M +$41.3M +169,550 +47%
RIG
79
RiverFront Investment Group
Virginia
$130M -$12.5M -51,234 -9%
SG
80
Swarthmore Group
Pennsylvania
$129M – – –
SIC
81
Sigma Investment Counselors
Michigan
$127M +$2.43M +9,998 +2%
WSTAM
82
Wilbanks Smith & Thomas Asset Management
Virginia
$126M +$11.1M +45,498 +10%
AA
83
ALPS Advisors
Colorado
$124M +$261K +1,071 +0.2%
SMA
84
Simply Money Advisors
Ohio
$124M +$4.57M +18,759 +4%
UB
85
UMB Bank
Missouri
$120M -$1.3M -5,343 -1%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$116M -$10.8M -44,234 -9%
BP
87
Ballentine Partners
Massachusetts
$112M -$5.09M -20,443 -4%
CBU
88
CIBC Bank USA
Illinois
$112M -$1.8M -7,392 -2%
Schroder Investment Management Group
89
Schroder Investment Management Group
United Kingdom
$111M -$1.13B -4,651,899 -91%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$109M +$21M +86,424 +24%
Mirae Asset Global Investments
91
Mirae Asset Global Investments
South Korea
$108M -$976K -3,826 -0.9%
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$104M +$9.61M +39,495 +10%
GBBWRPM
93
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$104M +$3.09M +12,704 +3%
LIA
94
LBMC Investment Advisors
Tennessee
$102M +$978K +4,018 +1%
Prudential Financial
95
Prudential Financial
New Jersey
$102M -$8.17M -33,551 -7%
DCC
96
Dow Chemical Company
Michigan
$101M -$3.16M -13,000 -3%
BA
97
Bridgewater Associates
Connecticut
$100M +$57.5M +236,309 +135%
CFG
98
CNO Financial Group
Indiana
$96.1M +$4.14M +17,000 +4%
B
99
Brightworth
Georgia
$96M -$4.53M -18,601 -5%
PA
100
Planning Alternatives
Michigan
$95.9M +$1.83M +7,531 +2%
2 3
4
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