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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 %
RC
1076
Roundview Capital
New Jersey
$515K +$515K +1,916 New
WG
1077
Welch Group
Alabama
$514K +$514K +1,912 New
TWM
1078
Titus Wealth Management
California
$514K +$514K +1,913 New
FAM
1079
Flaharty Asset Management
Florida
$513K -$281K -1,018 -35%
WPW
1080
Winthrop Partners - WNY
New York
$510K +$510K +1,817 New
FNB
1081
Farmers National Bank
Kentucky
$508K +$4.57K +17 +0.9%
AC
1082
Avestar Capital
New York
$506K +$506K +1,897 New
LA
1083
LexAurum Advisors
Kansas
$505K +$505K +1,804 New
MLL
1084
Moody Lynn & Lieberson
Massachusetts
$503K – – –
CAS
1085
Cue Advisory Services
Arizona
$502K +$502K +1,867 New
PAS
1086
Partnervest Advisory Services
California
$501K +$134K +498 +36%
RE
1087
RBC Europe
United Kingdom
$501K – – –
CCM
1088
Cribstone Capital Management
Maine
$498K -$27.7K -103 -5%
SIAS
1089
Shine Investment Advisory Services
Colorado
$496K – – –
T. Rowe Price Associates
1090
T. Rowe Price Associates
Maryland
$494K -$367K -1,366 -43%
STMM
1091
South Texas Money Management
Texas
$493K -$193K -716 -28%
PSW
1092
Portfolio Strategies (Washington)
Washington
$491K -$7.5K -27 -2%
SAM
1093
Seelaus Asset Management
New Jersey
$491K +$491K +1,825 New
AB
1094
AT Bancorp
Iowa
$489K +$489K +1,821 New
OSNBOA
1095
Old Second National Bank of Aurora
Illinois
$484K – – –
AF
1096
Allworth Financial
California
$480K -$45.4K -169 -9%
VFP
1097
Verus Financial Partners
Virginia
$477K -$3.44M -76,504 -88%
PC
1098
Peavine Capital
Nevada
$476K -$49.2K -183 -9%
CFA
1099
Capstone Financial Advisors
Illinois
$475K +$17.2K +64 +4%
HCM
1100
Horan Capital Management
Maryland
$467K -$18.3K -68 -4%
42 43
44
45 46