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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 %
CA
1101
Cambridge Advisors
Nebraska
$466K +$2.42K +9 +0.5%
OA
1102
Outfitter Advisors
Virginia
$465K – – –
MCM
1103
Mengis Capital Management
Oregon
$464K – – –
KP
1104
Keel Point
Alabama
$460K +$269 +1 +0.1%
HDIM
1105
Hanson & Doremus Investment Management
Vermont
$457K – – –
AIA
1106
Armor Investment Advisors
North Carolina
$455K -$5.37K -20 -1%
JSA
1107
Jacobson & Schmitt Advisors
Wisconsin
$455K +$42.2K +157 +10%
ATFA
1108
All Terrain Financial Advisors
Minnesota
$454K +$454K +1,687 New
TIA
1109
Tiemann Investment Advisors
California
$450K +$40.8K +152 +10%
VCM
1110
Versant Capital Management
Arizona
$443K +$287K +1,070 +184%
BIAS
1111
Beacon Investment Advisory Services
New Jersey
$437K -$332K -1,236 -43%
MC
1112
Mathes Company
New York
$437K – – –
JWA
1113
JFS Wealth Advisors
Pennsylvania
$437K +$165K +615 +61%
Verition Fund Management
1114
Verition Fund Management
Connecticut
$435K -$609K -2,265 -58%
ACM
1115
Alpha Capital Management
Texas
$435K +$435K +1,617 New
CIC
1116
Cornercap Investment Counsel
Georgia
$434K -$67.6K -251 -13%
CF
1117
Copperwynd Financial
Arizona
$434K +$434K +1,616 New
PGWM
1118
Parisi Gray Wealth Management
New Jersey
$433K +$433K +1,600 New
AAC
1119
Asset Advisors Corp
Georgia
$432K – – –
LDB
1120
Lee, Danner & Bass
Tennessee
$428K -$3.76K -14 -0.9%
CCG
1121
Cypress Capital Group
Florida
$428K – – –
BBA
1122
BLB&B Advisors
Pennsylvania
$424K +$142K +530 +51%
LRPA
1123
L. Roy Papp & Associates
Arizona
$421K +$421K +1,565 New
LIA
1124
LS Investment Advisors
Michigan
$419K – – –
RFA
1125
Reilly Financial Advisors
California
$419K +$269 +1 +0.1%
43 44
45
46 47