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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 %
FAM
1026
Formidable Asset Management
Ohio
$254K +$57.1K +235 +29%
PS
1027
Portfolio Solutions
Michigan
$251K -$39.7K -163 -14%
PTC
1028
Philadelphia Trust Company
Pennsylvania
$251K +$251K +1,031 New
GD
1029
Grandfield & Dodd
New York
$249K – – –
RFS
1030
Rockefeller Financial Services
New York
$248K – – –
CC
1031
Callan Capital
California
$248K – – –
AHC
1032
Adell Harriman & Carpenter
Texas
$247K – – –
BHBT
1033
Burke & Herbert Bank & Trust
Virginia
$247K -$82.7K -340 -25%
SFSG
1034
Stearns Financial Services Group
North Carolina
$246K -$209K -858 -46%
QAM
1035
QCI Asset Management
New York
$245K -$36.6K -150 -13%
SBWM
1036
Sunflower Bank Wealth Management
Arizona
$243K +$243K +1,000 New
ACM
1037
Acertus Capital Management
New Jersey
$242K +$242K +994 New
MC
1038
Moors & Cabot
Massachusetts
$241K -$24.2K -100 -9%
VAM
1039
Verity Asset Management
North Carolina
$241K – – –
UWPG
1040
Ullmann Wealth Partners Group
Florida
$240K +$14.6K +60 +6%
DAS
1041
Dynamic Advisor Solutions
Arizona
$237K -$3.66K -15 -2%
BMM
1042
Berkshire Money Management
Massachusetts
$236K – – –
First Manhattan
1043
First Manhattan
New York
$236K +$126K +517 +114%
SBIA
1044
Sheaff Brock Investment Advisors
Indiana
$234K +$234K +960 New
ERIM
1045
Eagle Ridge Investment Management
Connecticut
$232K -$17.7K -73 -7%
Jones Financial Companies
1046
Jones Financial Companies
Missouri
$229K – – –
OBWP
1047
O'Brien Wealth Partners
Massachusetts
$229K +$229K +942 New
BB
1048
Busey Bank
Illinois
$228K – – –
CSIC
1049
Clifford Swan Investment Counsel
California
$227K – – –
CCMD
1050
Cypress Capital Management (Delaware)
Delaware
$227K +$227K +932 New
40 41
42
43 44