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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 %
AFA
1001
Arlington Financial Advisors
California
$752K +$77.6K +274 +12%
Toronto Dominion Bank
1002
Toronto Dominion Bank
Ontario, Canada
$751K -$81.9K -300 -10%
BCMO
1003
Buckingham Capital Management (Ohio)
Ohio
$748K -$333K -1,221 -31%
BTNA
1004
Bremer Trust National Association
Minnesota
$746K – – –
CAMG
1005
CWA Asset Management Group
Florida
$745K +$8.2K +30 +1%
CCA
1006
Clearwater Capital Advisors
Illinois
$742K +$16.7K +61 +2%
CBN
1007
Cadence Bank NA
Texas
$739K -$92.9K -340 -11%
TCM
1008
Tufton Capital Management
Maryland
$739K +$76.7K +281 +12%
RCG
1009
Ruggie Capital Group
Florida
$739K +$503K +1,842 +213%
ZCA
1010
Zeke Capital Advisors
Pennsylvania
$738K – – –
VCP
1011
Vista Capital Partners
Oregon
$736K -$39.3K -144 -5%
AT
1012
Arden Trust
Delaware
$735K -$34.7K -127 -5%
FB
1013
Fulton Bank
Pennsylvania
$732K -$523K -1,917 -42%
HCM
1014
Harvest Capital Management
New Hampshire
$732K – – –
TNBTD
1015
Trustmark National Bank Trust Department
Mississippi
$730K -$70.4K -258 -9%
PFBT
1016
Parkside Financial Bank & Trust
Missouri
$725K +$61.4K +225 +9%
MIH
1017
Meitav Investment House
Israel
$723K -$137M -501,138 -99%
AUB
1018
Atlantic Union Bankshares
Virginia
$718K – – –
GC
1019
Garde Capital
Washington
$708K +$356K +1,302 +101%
SCM
1020
Sterling Capital Management
North Carolina
$707K – – –
NHC
1021
Nicholas Hoffman & Company
Georgia
$707K +$8.19K +30 +1%
CCM
1022
Chilton Capital Management
Texas
$705K +$705K +2,583 New
FWIA
1023
Fort Washington Investment Advisors
Ohio
$695K +$66.1K +242 +11%
Fisher Asset Management
1024
Fisher Asset Management
Washington
$695K +$381K +1,394 +121%
HFM
1025
Harvest Fund Management
China
$686K -$399K -1,464 -37%
39 40
41
42 43