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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.17B
2
Wells Fargo
Wells Fargo
California
+$1.55B
3
BlackRock
BlackRock
New York
+$1.1B
4
LPL Financial
LPL Financial
California
+$678M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$575M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$368M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$88.6M
5
AssetMark Inc
AssetMark Inc
California
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
1151
Hanlon Investment Management
New Jersey
– -$1.14M -4,816 Closed
WIC
1152
Woodmont Investment Counsel
Tennessee
– -$914K -4,061 Closed
TW
1153
Transform Wealth
Colorado
– -$589K -2,483 Closed
BCP
1154
Berkeley Capital Partners
Georgia
– -$376K -1,583 Closed
CAM
1155
Crestone Asset Management
Colorado
– -$359K -1,515 Closed
SWM
1156
Stockman Wealth Management
Montana
– -$340K -1,432 Closed
WCM
1157
Weik Capital Management
Pennsylvania
– -$285K -1,200 Closed
Kovitz Investment Group Partners
1158
Kovitz Investment Group Partners
Illinois
– -$268K -1,130 Closed
CW
1159
Cabot-Wellington
Massachusetts
– -$235K -1,045 Closed
FC
1160
Forte Capital
New York
– -$241K -1,016 Closed
WSCM
1161
Wellington Shields Capital Management
New York
– -$237K -1,000 Closed
SC
1162
Searle & Co
Connecticut
– -$225K -950 Closed
TCM
1163
Texan Capital Management
Texas
– -$206K -868 Closed
ACS
1164
Archford Capital Strategies
Illinois
– -$172K -724 Closed
AWM
1165
AllSquare Wealth Management
New York
– -$136K -575 Closed
MAS
1166
Madden Advisory Services
Florida
– -$117K -497 Closed
HCA
1167
Harbour Capital Advisors
Virginia
– -$79K -333 Closed
FPS
1168
Fieldpoint Private Securities
Connecticut
– -$78K -328 Closed
VWM
1169
Valley Wealth Managers
New Jersey
– -$62K -260 Closed
AA
1170
Apriem Advisors
California
– -$49K -205 Closed
LWA
1171
Lenox Wealth Advisors
New York
– -$34K -145 Closed
AFIA
1172
America First Investment Advisors
Nebraska
– -$9K -37 Closed
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