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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
1026
Parkside Financial Bank & Trust
Missouri
$653K +$31.2K +116 +5%
TCM
1027
Tufton Capital Management
Maryland
$651K +$23.1K +86 +4%
HCMNY
1028
Howard Capital Management (New York)
New York
$647K – – –
KFS
1029
Kurt F. Somerville
$645K -$67.2K -250 -9%
VCP
1030
Vista Capital Partners
Oregon
$637K +$88.1K +389 +16%
BPCA
1031
Bank Pictet & Cie (Asia)
Singapore
$633K – – –
BCM
1032
BTR Capital Management
California
$627K -$4.3K -16 -0.7%
APCM
1033
Alaska Permanent Capital Management
Alaska
$623K – – –
RhumbLine Advisers
1034
RhumbLine Advisers
Massachusetts
$622K -$194K -722 -24%
BRWA
1035
B. Riley Wealth Advisors
Florida
$620K -$8.07K -30 -1%
TH
1036
TCTC Holdings
Texas
$616K – – –
Luther King Capital Management (LKCM)
1037
Luther King Capital Management (LKCM)
Texas
$614K – – –
TCCM
1038
Timber Creek Capital Management
Massachusetts
$612K +$60.4K +225 +11%
PMG
1039
ProVise Management Group
Florida
$609K -$26.9K -100 -4%
CNC
1040
Citizens & Northern Corp
Pennsylvania
$609K – – –
AA
1041
AlphaMark Advisors
Kentucky
$606K +$579K +2,153 +2,153%
AWMG
1042
Alliance Wealth Management Group
New Jersey
$601K -$12.9M -47,938 -96%
IFAM
1043
Institutional & Family Asset Management
Colorado
$601K +$15.9K +59 +3%
FNBOO
1044
First National Bank of Omaha
Nebraska
$599K – – –
1SB
1045
1ST Source Bank
Indiana
$598K -$18.5K -69 -3%
SHJ
1046
Sharkey, Howes & Javer
Colorado
$594K -$44.4K -165 -7%
FWIA
1047
Fort Washington Investment Advisors
Ohio
$594K +$8.06K +30 +1%
TCM
1048
Traynor Capital Management
Pennsylvania
$592K +$117K +434 +25%
SPWA
1049
SteelBridge Private Wealth Advisors
Florida
$588K +$122K +455 +26%
GAM
1050
Gemmer Asset Management
California
$581K +$2.42K +9 +0.4%
40 41
42
43 44