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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
+$2.17B
2
Wells Fargo
Wells Fargo
California
+$1.55B
3
BlackRock
BlackRock
New York
+$1.1B
4
LPL Financial
LPL Financial
California
+$678M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$575M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$368M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$88.6M
5
AssetMark Inc
AssetMark Inc
California
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
1001
Capital Advisors Ltd
Ohio
$300K -$35.5K -146 -11%
FMW
1002
Farr Miller & Washington
District of Columbia
$300K – – –
LM
1003
Legg Mason
Maryland
$298K +$18K +74 +6%
MM
1004
Main Management
California
$296K – – –
WIA
1005
Westbourne Investment Advisors
Maryland
$295K – – –
VST
1006
Van Strum & Towne
California
$293K – – –
KA
1007
KLCM Advisors
Wisconsin
$292K – – –
ANTB
1008
AMG National Trust Bank
Colorado
$292K – – –
FFW
1009
Fusion Family Wealth
New York
$287K +$2.43K +10 +0.9%
M
1010
MOTCO
Texas
$287K +$48K +197 +20%
HIMC
1011
Heritage Investors Management Corp
Maryland
$280K – – –
BFS
1012
Bradley Foster & Sargent
Connecticut
$278K -$80.7K -332 -22%
BFA
1013
Bragg Financial Advisors
North Carolina
$278K – – –
RWM
1014
Ritholtz Wealth Management
New York
$278K +$278K +1,144 New
HTC
1015
Haverford Trust Company
Pennsylvania
$272K -$404K -1,658 -60%
WPP
1016
Whalerock Point Partners
Rhode Island
$272K – – –
BRC
1017
Bell Rock Capital
Delaware
$268K +$32.2K +136 +14%
AWA
1018
ARS Wealth Advisors
Florida
$267K -$20K -82 -7%
NB
1019
NBT Bank
New York
$265K -$7.31K -30 -3%
ST
1020
Spinnaker Trust
Maine
$261K – – –
WEC
1021
Winslow Evans & Crocker
Massachusetts
$258K +$88.7K +366 +52%
VCM
1022
Vigilant Capital Management
Maine
$256K – – –
SIM
1023
Sigma Investment Management
Oregon
$255K -$7.05K -29 -3%
WA
1024
Winfield Associates
Ohio
$254K – – –
HS
1025
Huntington Steele
Pennsylvania
$254K +$5.11K +21 +2%
39 40
41
42 43