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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 %
HCM
1001
Harvest Capital Management
New Hampshire
$711K +$1.33K +5 +0.2%
CCA
1002
Clearwater Capital Advisors
Illinois
$705K – – –
TCM
1003
Traynor Capital Management
Pennsylvania
$702K +$117K +442 +20%
DWM
1004
Doyle Wealth Management
Florida
$699K +$2.92K +11 +0.4%
AUB
1005
Atlantic Union Bankshares
Virginia
$698K -$39.8K -150 -5%
SIA
1006
Starfire Investment Advisers
Michigan
$692K +$692K +2,610 New
SCM
1007
Sterling Capital Management
North Carolina
$688K +$5.31K +20 +0.8%
PHS
1008
Pekin Hardy Strauss
Illinois
$685K -$101K -380 -13%
NHC
1009
Nicholas Hoffman & Company
Georgia
$679K -$85.4K -322 -11%
BTW
1010
Boston Trust Walden
Massachusetts
$666K -$49.9K -188 -7%
EB
1011
Eastern Bank
Massachusetts
$661K -$13.3K -50 -2%
BFO
1012
Boston Family Office
Massachusetts
$654K +$273K +1,029 +72%
HFA
1013
High Falls Advisors
New York
$652K +$85K +320 +15%
ECM
1014
Evergreen Capital Management
Washington
$649K +$265 +1 +0%
MCM
1015
Mengis Capital Management
Oregon
$648K +$189K +713 +41%
CCM
1016
Carlson Capital Management
Minnesota
$647K – – –
CIM
1017
Confluence Investment Management
Missouri
$645K -$89.9K -339 -12%
GHA
1018
GW Henssler & Associates
Georgia
$645K – – –
PFBT
1019
Parkside Financial Bank & Trust
Missouri
$645K +$265 +1 +0%
TCM
1020
Tufton Capital Management
Maryland
$644K +$1.33K +5 +0.2%
MOS
1021
MGO One Seven
Ohio
$640K -$82.8K -312 -11%
CAM
1022
Carret Asset Management
New York
$638K +$101K +380 +19%
KFS
1023
Kurt F. Somerville
$636K – – –
GKWIM
1024
Gerber Kawasaki Wealth & Investment Management
California
$635K +$126K +475 +25%
PO
1025
Private Ocean
California
$634K +$276K +1,043 +77%
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