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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
1001
Nations Financial Group
Iowa
$917K -$8.49K -29 -0.9%
CAM
1002
CenterStar Asset Management
Illinois
$916K – – –
CAN
1003
Claraphi Advisory Network
United States
$915K -$268K -915 -23%
WF
1004
Welch & Forbes
Massachusetts
$914K +$66.8K +228 +8%
RMDI
1005
R.M. Davis Inc
Maine
$909K -$14.3K -49 -2%
SHJ
1006
Sharkey, Howes & Javer
Colorado
$906K +$233K +796 +35%
SWM
1007
Segment Wealth Management
Texas
$903K +$65.6K +224 +8%
AIM
1008
AMI Investment Management
Indiana
$895K – – –
TC
1009
Truvestments Capital
Florida
$892K +$160K +548 +22%
TCM
1010
Traynor Capital Management
Pennsylvania
$890K -$87.2K -298 -9%
PWP
1011
Private Wealth Partners
California
$889K -$111K -380 -11%
SFWA
1012
Summit Financial Wealth Advisors
Louisiana
$888K +$100K +363 +13%
IP
1013
Intellectus Partners
California
$881K +$35.3K +120 +4%
EM
1014
Excalibur Management
Massachusetts
$878K -$161K -550 -15%
STMM
1015
South Texas Money Management
Texas
$876K +$497K +1,698 +131%
LFG
1016
LifePlan Financial Group
Ohio
$873K -$147K -501 -14%
MCM
1017
Murphy Capital Management
New Jersey
$873K +$586K +2,002 +204%
VA
1018
Valmark Advisers
Ohio
$869K -$80.5K -275 -8%
HHGA
1019
Halbert Hargrove Global Advisors
California
$864K -$293 -1 -0%
BB
1020
Busey Bank
Illinois
$863K -$60.9K -208 -7%
FWM
1021
Focused Wealth Management
New York
$863K -$31K -106 -3%
WBC
1022
West Branch Capital
Massachusetts
$861K – – –
CFB
1023
Cullen/Frost Bankers
Texas
$856K – – –
GIA
1024
GHP Investment Advisors
Colorado
$855K -$153K -521 -15%
CA
1025
Corrado Advisors
New Jersey
$853K +$4.1K +14 +0.5%
39 40
41
42 43