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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
976
Avantax Planning Partners
Iowa
$815K -$83.3K -305 -9%
HHGA
977
Halbert Hargrove Global Advisors
California
$806K -$42.6K -156 -5%
UFF
978
USA Financial Formulas
Michigan
$806K -$9.56K -36 -1%
WBC
979
West Branch Capital
Massachusetts
$803K -$21.3K -78 -3%
CFB
980
Cullen/Frost Bankers
Texas
$798K -$33K -121 -4%
PCM
981
Poehling Capital Management
Wisconsin
$792K +$792K +2,900 New
CA
982
Corrado Advisors
New Jersey
$791K – – –
ZF
983
Zhang Financial
Michigan
$791K – – –
WF
984
Welch & Forbes
Massachusetts
$790K +$41K +150 +5%
IP
985
Intellectus Partners
California
$790K +$50K +182 +7%
SWM
986
Segment Wealth Management
Texas
$781K -$2.46K -9 -0.3%
BA
987
BKS Advisors
Michigan
$781K +$18.8K +69 +2%
IB
988
Intrust Bank
Kansas
$775K – – –
MIFH
989
Migdal Insurance & Financial Holdings
Israel
$774K -$38.4K -140 -5%
KM
990
Kalos Management
Georgia
$774K +$774K +2,829 New
SWP
991
Strategic Wealth Partners
Ohio
$771K -$267K -978 -26%
HCM
992
Harvey Capital Management
Florida
$770K – – –
BAM
993
Belpointe Asset Management
Nevada
$769K -$24.6K -90 -3%
BO
994
Bank OZK
Arkansas
$768K -$34.7K -127 -4%
BWAM
995
Boyd Watterson Asset Management
Ohio
$768K +$3.28K +12 +0.4%
CCM
996
Covington Capital Management
California
$766K – – –
CDH
997
Charles D. Hyman
$762K – – –
NB
998
Nicolet Bankshares
Wisconsin
$762K – – –
SFWA
999
Summit Financial Wealth Advisors
Louisiana
$757K – – –
PFA
1000
Pathway Financial Advisors
Vermont
$756K -$50.5K -185 -6%
38 39
40
41 42