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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
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
976
Corrado Advisors
New Jersey
$776K +$7.26K +27 +0.9%
NHC
977
Nicholas Hoffman & Company
Georgia
$775K -$29K -108 -4%
QPWM
978
Quadrant Private Wealth Management
Pennsylvania
$774K +$774K +2,879 New
SWM
979
Segment Wealth Management
Texas
$771K -$17.2K -64 -2%
AT
980
Arden Trust
Delaware
$758K – – –
CCM
981
Covington Capital Management
California
$754K -$618K -2,300 -45%
CFA
982
Cahill Financial Advisors
Minnesota
$754K +$20.7K +77 +3%
PWP
983
Private Wealth Partners
California
$753K +$753K +2,800 New
CDH
984
Charles D. Hyman
$751K +$751K +2,792 New
LC
985
LCNB Corp
Ohio
$750K +$13.4K +50 +2%
AUB
986
Atlantic Union Bankshares
Virginia
$748K -$56.5K -210 -7%
IWA
987
Intercontinental Wealth Advisors
Texas
$746K – – –
CIM
988
Confluence Investment Management
Missouri
$745K +$40.3K +150 +6%
HCM
989
Harvey Capital Management
Florida
$745K +$101K +377 +16%
SFM
990
Signature Financial Management
Virginia
$739K +$41.7K +155 +6%
WF
991
Welch & Forbes
Massachusetts
$738K -$175K -652 -19%
SWPG
992
Strategic Wealth Partners Group
Illinois
$735K -$272K -1,013 -27%
BTNA
993
Bremer Trust National Association
Minnesota
$734K -$2.69K -10 -0.4%
CASB
994
Cape Ann Savings Bank
Massachusetts
$734K +$734K +2,730 New
MOS
995
MGO One Seven
Ohio
$732K +$732K +2,723 New
RMDI
996
R.M. Davis Inc
Maine
$729K – – –
ZCA
997
Zeke Capital Advisors
Pennsylvania
$728K – – –
NB
998
Nicolet Bankshares
Wisconsin
$727K +$203K +755 +39%
M
999
MOTCO
Texas
$726K +$212K +789 +41%
BTW
1000
Boston Trust Walden
Massachusetts
$725K -$2.15K -8 -0.3%
38 39
40
41 42