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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.69B
2
Wells Fargo
Wells Fargo
California
+$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.06B
4
AC
Allstate Corporation
Illinois
+$380M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$351M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$707M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
3
GI
Gradient Investments
Minnesota
-$210M
4
Goldman Sachs
Goldman Sachs
New York
-$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANBT
1026
American National Bank & Trust
Texas
$172K – – –
ACS
1027
Archford Capital Strategies
Illinois
$172K – – –
SFFS
1028
Stonehage Fleming Financial Services
Jersey
$172K – – –
JWA
1029
JFS Wealth Advisors
Pennsylvania
$171K – – –
IWM
1030
IHT Wealth Management
Illinois
$168K -$741K -4,403 -82%
WEC
1031
Winslow Evans & Crocker
Massachusetts
$166K -$199K -840 -55%
FCMT
1032
Founders Capital Management (Texas)
Texas
$161K +$161K +680 New
AIM
1033
Advantage Investment Management
Iowa
$160K -$918K -3,861 -85%
HT
1034
Heritage Trust
Oklahoma
$159K +$159K +669 New
RCA
1035
Rowland Carmichael Advisors
Arizona
$156K +$42.1K +177 +37%
AP
1036
Atwood & Palmer
Missouri
$154K +$134K +566 +666%
FPB
1037
First PREMIER Bank
South Dakota
$154K +$154K +647 New
CHP
1038
Cable Hill Partners
Oregon
$147K -$10.7K -45 -7%
SWA
1039
Sutton Wealth Advisors
Florida
$143K – – –
NSB
1040
Norway Savings Bank
Maine
$142K -$26K -110 -15%
CHC
1041
City Holding Co
West Virginia
$137K – – –
AWM
1042
AllSquare Wealth Management
New York
$136K – – –
FCT
1043
Family Capital Trust
Massachusetts
$134K +$16.7K +70 +14%
CJA
1044
C-J Advisory
California
$126K +$476 +2 +0.4%
EWM
1045
Edge Wealth Management
New York
$124K – – –
CFA
1046
CT Financial Advisors
Pennsylvania
$124K -$2.61K -11 -2%
KPCM
1047
Kings Point Capital Management
New York
$122K – – –
VCM
1048
Versant Capital Management
Arizona
$119K +$707 +3 +0.6%
MAS
1049
Madden Advisory Services
Florida
$117K +$117K +497 New
First Manhattan
1050
First Manhattan
New York
$107K +$14.6K +62 +16%
40 41
42
43 44