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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 %
AIM
1076
Arcadia Investment Management
Michigan
$564K – – –
WCM
1077
Whitener Capital Management
North Carolina
$554K – – –
MIM
1078
Montgomery Investment Management
Maryland
$549K – – –
OIWM
1079
OptiFour Integrated Wealth Management
Virginia
$548K – – –
PFM
1080
Probabilities Fund Management
New York
$548K +$22.2K +81 +4%
CIAS
1081
Capital Investment Advisory Services
North Carolina
$547K +$94K +344 +21%
FNBOO
1082
First National Bank of Omaha
Nebraska
$544K -$77.6K -284 -12%
Mackenzie Financial
1083
Mackenzie Financial
Ontario, Canada
$543K -$13.5M -49,499 -96%
ATFA
1084
All Terrain Financial Advisors
Minnesota
$542K +$164K +600 +43%
JC
1085
Jentner Corp
Ohio
$538K – – –
KCM
1086
Kornitzer Capital Management
Kansas
$532K -$47.7K -175 -8%
RCS
1087
Retirement Capital Strategies
California
$530K +$530K +1,939 New
HTC
1088
Haverford Trust Company
Pennsylvania
$528K -$46.1K -169 -8%
CCMG
1089
Clark Capital Management Group
Pennsylvania
$526K -$2.49M -9,136 -83%
NI
1090
NFC Investments
Tennessee
$526K – – –
CCB
1091
Cutter & Co Brokerage
Missouri
$519K -$16.4K -60 -3%
TWM
1092
Titus Wealth Management
California
$519K -$4.92K -18 -0.9%
RP
1093
Riverbridge Partners
Minnesota
$518K -$106K -387 -17%
KP
1094
Keel Point
Alabama
$516K +$56K +205 +12%
RE
1095
RBC Europe
United Kingdom
$509K – – –
FVCM
1096
F&V Capital Management
Florida
$505K – – –
SIAS
1097
Shine Investment Advisory Services
Colorado
$504K – – –
VDI
1098
Vaughan David Investments
Illinois
$499K -$1.21M -4,416 -71%
AIA
1099
Armor Investment Advisors
North Carolina
$499K -$45K -165 -8%
JWA
1100
JFS Wealth Advisors
Pennsylvania
$491K -$112K -409 -19%
42 43
44
45 46