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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,599 hedge funds and large institutions have $99.5B invested in iShares Core S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,599
Holders Change
+165
Holders Change %
+11.51%
% of All Funds
35.68%
Holding in Top 10
508
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+15.45%
% of All Funds
11.34%
New
264
Increased
719
Reduced
459
Closed
80
Calls
$46.6M
Puts
$36.8M
Net Calls
+$9.84M
Net Calls Change
-$39.2M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$491M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$450M
3
Bank of America
Bank of America
North Carolina
+$368M
4
MCM
Moore Capital Management
New York
+$365M
5
BA
Bridgewater Associates
Connecticut
+$352M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$7.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$734M
4
Wells Fargo
Wells Fargo
California
-$541M
5
CIA
Choate Investment Advisors
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
UFF
1026
USA Financial Formulas
Michigan
$1.27M +$192K +655 +18%
ACI
1027
Alpha Cubed Investments
California
$1.27M -$219K -871 -15%
QCMC
1028
Quantum Capital Management (California)
California
$1.26M +$1.26M +5,022 New
MS
1029
Marshall & Sullivan
Washington
$1.26M – – –
SCP
1030
Sandhill Capital Partners
New York
$1.25M +$1.25M +4,968 New
MMHP
1031
Murphy Middleton Hinkle & Parker
Georgia
$1.25M +$41.3K +164 +3%
AFA
1032
American Financial Advisors
Georgia
$1.24M +$1.24M +4,937 New
AEPG
1033
American Economic Planning Group
New Jersey
$1.24M -$283K -1,126 -19%
ZIC
1034
ZWJ Investment Counsel
Georgia
$1.24M +$48.1K +191 +4%
DBT
1035
Dubuque Bank & Trust
Iowa
$1.24M -$96.9K -385 -7%
BNP Paribas Financial Markets
1036
BNP Paribas Financial Markets
France
$1.23M -$421K -1,675 -26%
PG
1037
Patten Group
Tennessee
$1.22M +$346K +1,377 +40%
EIP
1038
Ellis Investment Partners
Pennsylvania
$1.21M +$1.21M +4,795 New
TIM
1039
Total Investment Management
Arizona
$1.21M -$439K -1,604 -27%
3AM
1040
3D Asset Management
Connecticut
$1.21M +$342K +1,359 +40%
SCM
1041
Southport Capital Management
Tennessee
$1.2M -$664K -2,640 -36%
EWA
1042
Exencial Wealth Advisors
Oklahoma
$1.2M +$4.03K +16 +0.3%
LC
1043
Lourd Capital
California
$1.2M – – –
VWA
1044
V Wealth Advisors
Kansas
$1.2M -$60.2K -233 -5%
DACG
1045
Donor Advised Charitable Giving
California
$1.19M -$44K -175 -4%
BDF
1046
Black Diamond Financial
Maryland
$1.19M +$1.19M +4,785 New
LCM
1047
Liberty Capital Management
Michigan
$1.19M +$1.01M +4,000 +551%
LFG
1048
Larson Financial Group
Missouri
$1.19M +$755 +3 +0.1%
AMM
1049
American Money Management
California
$1.18M -$1.51K -6 -0.1%
EVM
1050
Eaton Vance Management
Massachusetts
$1.18M +$294K +1,167 +33%
40 41
42
43 44