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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 %
BTW
1026
Boston Trust Walden
Massachusetts
$685K – – –
PCMK
1027
Paragon Capital Management (Kansas)
Kansas
$683K -$1.3M -6,669 -66%
TC
1028
Truvestments Capital
Florida
$682K +$682K +2,499 New
AIM
1029
Advantage Investment Management
Iowa
$679K -$14M -51,344 -95%
PHS
1030
Pekin Hardy Strauss
Illinois
$676K -$29.5K -108 -4%
BFO
1031
Boston Family Office
Massachusetts
$673K – – –
CCM
1032
Carlson Capital Management
Minnesota
$672K +$6.01K +22 +0.9%
ECM
1033
Evergreen Capital Management
Washington
$668K – – –
MCM
1034
Mengis Capital Management
Oregon
$666K – – –
EB
1035
Eastern Bank
Massachusetts
$664K -$16.4K -60 -2%
GHA
1036
GW Henssler & Associates
Georgia
$664K – – –
KFS
1037
Kurt F. Somerville
$655K – – –
AHB
1038
Abner Herrman & Brock
New Jersey
$654K +$1.37K +5 +0.2%
PO
1039
Private Ocean
California
$653K +$273 +1 +0%
HCMNY
1040
Howard Capital Management (New York)
New York
$648K – – –
SLT
1041
St Louis Trust
Missouri
$647K – – –
BCM
1042
BTR Capital Management
California
$636K – – –
APCM
1043
Alaska Permanent Capital Management
Alaska
$632K – – –
AIFS
1044
A&I Financial Services
Colorado
$630K – – –
CAG
1045
Csenge Advisory Group
Florida
$629K +$4.1K +15 +0.7%
SHJ
1046
Sharkey, Howes & Javer
Colorado
$628K +$3.01K +11 +0.5%
TH
1047
TCTC Holdings
Texas
$626K – – –
SFM
1048
Signature Financial Management
Virginia
$626K – – –
SP
1049
Successful Portfolios
Florida
$621K +$73.7K +270 +13%
BCA
1050
Berman Capital Advisors
Georgia
$621K +$621K +2,277 New
40 41
42
43 44