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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 %
Russell Investments Group
1101
Russell Investments Group
United Kingdom
$491K -$54.6K -200 -10%
OSNBOA
1102
Old Second National Bank of Aurora
Illinois
$491K – – –
MSS
1103
Mitchell Sinkler & Starr
Pennsylvania
$491K +$491K +1,800 New
AWM
1104
Altium Wealth Management
New York
$490K -$115K -420 -19%
MLL
1105
Moody Lynn & Lieberson
Massachusetts
$485K – – –
PC
1106
Peavine Capital
Nevada
$483K – – –
DWM
1107
Darwin Wealth Management
Florida
$478K +$13.7K +48 +3%
SAM
1108
Seelaus Asset Management
New Jersey
$474K -$20.2K -74 -4%
Luther King Capital Management (LKCM)
1109
Luther King Capital Management (LKCM)
Texas
$473K -$150K -550 -24%
TNAM
1110
Terra Nova Asset Management
New York
$473K +$473K +1,733 New
RC
1111
Roundview Capital
New Jersey
$466K – – –
PAS
1112
Partnervest Advisory Services
California
$464K -$132K -485 -22%
HCM
1113
Horan Capital Management
Maryland
$464K +$4.09K +15 +0.9%
JSA
1114
Jacobson & Schmitt Advisors
Wisconsin
$462K -$8.46K -31 -2%
FNB
1115
Farmers National Bank
Kentucky
$461K -$54.6K -200 -11%
PAMG
1116
Patton Albertson Miller Group
Tennessee
$459K -$428K -1,567 -48%
BAM
1117
Barrett Asset Management
New York
$455K +$4.1K +15 +0.9%
AMCA
1118
Arthur M. Cohen & Associates
Illinois
$452K +$273 +1 +0.1%
TIA
1119
Tiemann Investment Advisors
California
$449K -$18.6K -68 -4%
CANC
1120
Culbertson A N & Co
Virginia
$446K – – –
OA
1121
Outfitter Advisors
Virginia
$445K -$27.3K -100 -6%
HDIM
1122
Hanson & Doremus Investment Management
Vermont
$444K -$19.9K -73 -4%
PGWM
1123
Parisi Gray Wealth Management
New Jersey
$444K – – –
VCM
1124
Vigilant Capital Management
Maine
$440K – – –
UWPG
1125
Ullmann Wealth Partners Group
Florida
$440K +$440K +1,615 New
43 44
45
46 47