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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$8.71B
2
Bank of America
Bank of America
North Carolina
$8.8B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.6B

Top Sellers

1
BlackRock
BlackRock
New York
$10.9B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.51B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.73B
4
SIM
Sentry Investment Management
Wisconsin
$0
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
76
Gateway Investment Advisers
Ohio
$175M -$9.93M -36,950 -5%
SG
77
Swarthmore Group
Pennsylvania
$174M +$504K +1,875 +0.3%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$166M -$1.87M -6,968 -1%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$165M -$39.3M -146,258 -19%
SMFG
80
Sumitomo Mitsui Financial Group
Japan
$162M +$71.7M +569,800 +79%
RJFSA
81
Raymond James Financial Services Advisors
Florida
$159M +$23.2M +86,188 +17%
US Bancorp
82
US Bancorp
Minnesota
$154M +$165K +614 +0.1%
DWM
83
Destination Wealth Management
California
$147M -$3.21M -11,953 -2%
RIG
84
RiverFront Investment Group
Virginia
$145M +$885K +3,291 +0.6%
SIC
85
Sigma Investment Counselors
Michigan
$145M -$812K -3,019 -0.6%
SMA
86
Simply Money Advisors
Ohio
$143M +$2.94M +10,932 +2%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$142M -$31.5M -117,295 -18%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$139M +$9.68M +36,008 +7%
Prudential Financial
89
Prudential Financial
New Jersey
$138M +$12M +44,786 +10%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$136M +$80.4M +299,092 +144%
UB
91
UMB Bank
Missouri
$136M +$399K +1,483 +0.3%
FI
92
FormulaFolio Investments
Michigan
$136M +$8.79M +32,695 +7%
Balyasny Asset Management
93
Balyasny Asset Management
Illinois
$134M +$134M +500,000 New
SAS
94
Sage Advisory Services
Texas
$131M +$66.1M +245,962 +102%
WSTAM
95
Wilbanks Smith & Thomas Asset Management
Virginia
$127M -$4.22M -15,687 -3%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$127M +$12.5M +44,524 +11%
CFG
97
CNO Financial Group
Indiana
$127M +$17.1M +63,600 +16%
PPFA
98
Provida Pension Fund Administrator
Chile
$126M -$6.83M -25,412 -5%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$126M +$41.3M +153,444 +49%
CBU
100
CIBC Bank USA
Illinois
$114M -$6.44M -23,964 -5%
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4
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