IVV icon

iShares Core S&P 500 ETF

1,163 hedge funds and large institutions have $80.8B invested in iShares Core S&P 500 ETF in 2017 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 520 increasing their positions, 403 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,163
Holders Change
+23
Holders Change %
+2.02%
% of All Funds
29.04%
Holding in Top 10
342
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.59%
% of All Funds
8.54%
New
77
Increased
520
Reduced
403
Closed
42
Calls
$33.9M
Puts
$9.9M
Net Calls
+$24M
Net Calls Change
+$6.52M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
1126
Atwood & Palmer
Missouri
$98K -$67.3K -265 -41%
RBC
1127
Roble Belko & Company
Pennsylvania
$98K
DPA
1128
Delphi Private Advisors
California
$96K
YWP
1129
YorkBridge Wealth Partners
New York
$92K -$1.26K -5 -1%
FM
1130
Forward Management
California
$86K -$3.81K -15 -4%
WAS
1131
Winch Advisory Services
Wisconsin
$80K
BAM
1132
Barrett Asset Management
New York
$78K +$25.2K +100 +48%
SIM
1133
Sonora Investment Management
Arizona
$70.3K
AIM
1134
Anchor Investment Management
South Carolina
$56.9K +$53.6K +212 +1,631%
AIS
1135
AlphaOne Investment Services
Pennsylvania
$55K +$55K +219 New
MCM
1136
Manchester Capital Management
Vermont
$54K
BONST
1137
Bank of Nova Scotia Trust
Ontario, Canada
$51K +$51K +200 New
NCM
1138
New Capital Management
Texas
$45K
PCTC
1139
Perkins Coie Trust Company
Washington
$37K
AWMS
1140
Advocacy Wealth Management Services
Georgia
$32K
HFM
1141
Hartford Financial Management
Connecticut
$26K +$26K +105 New
FMTCOCP
1142
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25.3K
AA
1143
AlphaMark Advisors
Kentucky
$25K
PSC
1144
Prentiss Smith & Co
Vermont
$21K +$21K +85 New
SAM
1145
Shamrock Asset Management
Texas
$17K
NC
1146
NewSquare Capital
Pennsylvania
$15K -$2.5K -10 -14%
LWA
1147
Lowe Wealth Advisors
Maryland
$14K
TCM
1148
Tradewinds Capital Management
Washington
$14K
AAP
1149
Arax Advisory Partners
Colorado
$13K -$65K -275 -83%
WC
1150
Whitnell & Co
Illinois
$13K