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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWMG
976
Alliance Wealth Management Group
New Jersey
$766K +$175K +659 +30%
SWM
977
Segment Wealth Management
Texas
$761K – – –
SFWA
978
Summit Financial Wealth Advisors
Louisiana
$757K +$43K +162 +6%
CNBT
979
Canandaigua National Bank & Trust
New York
$755K -$18.3K -69 -2%
VCP
980
Vista Capital Partners
Oregon
$754K +$7.43K +28 +1%
IB
981
Intrust Bank
Kansas
$753K +$753K +2,838 New
HCM
982
Harvey Capital Management
Florida
$749K +$13.3K +50 +2%
ZF
983
Zhang Financial
Michigan
$749K +$91K +351 +14%
AT
984
Arden Trust
Delaware
$748K – – –
CCM
985
Covington Capital Management
California
$744K – – –
BWAM
986
Boyd Watterson Asset Management
Ohio
$743K -$52K -196 -7%
CDH
987
Charles D. Hyman
$741K – – –
NB
988
Nicolet Bankshares
Wisconsin
$741K +$23.1K +87 +3%
BA
989
BKS Advisors
Michigan
$741K +$35.3K +133 +5%
VA
990
Valmark Advisers
Ohio
$732K -$294M -1,106,534 -100%
ACM
991
AlphaStar Capital Management
North Carolina
$732K -$5.68M -21,407 -89%
FMC
992
First Merchants Corp
Indiana
$729K -$88.9K -335 -11%
WF
993
Welch & Forbes
Massachusetts
$728K – – –
TW
994
Transform Wealth
Colorado
$726K +$27.4K +103 +4%
BTNA
995
Bremer Trust National Association
Minnesota
$724K – – –
DBT
996
Dubuque Bank & Trust
Iowa
$717K -$77K -290 -10%
ZCA
997
Zeke Capital Advisors
Pennsylvania
$717K -$1.33K -5 -0.2%
CAMG
998
CWA Asset Management Group
Florida
$716K +$343K +1,293 +92%
IP
999
Intellectus Partners
California
$715K -$64.7K -244 -8%
LC
1000
LCNB Corp
Ohio
$714K -$26.5K -100 -4%
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