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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 %
AIS
1151
American Investment Services
Massachusetts
$365K +$2.95K +11 +0.8%
MBTD
1152
Mechanics Bank - Trust Department
California
$364K – – –
WIA
1153
Westbourne Investment Advisors
Maryland
$364K – – –
PO
1154
Private Ocean
California
$363K +$1.62K +6 +0.4%
BFA
1155
Bragg Financial Advisors
North Carolina
$363K +$55.2K +205 +18%
I2I
1156
Insight 2811 Inc
Illinois
$359K +$48.2K +179 +15%
WCM
1157
Whitener Capital Management
North Carolina
$358K +$358K +1,334 New
GC
1158
Gibson Capital
Pennsylvania
$357K -$145K -540 -29%
MBT
1159
Monroe Bank & Trust
Michigan
$355K – – –
AHC
1160
Adell Harriman & Carpenter
Texas
$354K +$80.7K +300 +30%
SP
1161
Successful Portfolios
Florida
$351K +$351K +1,306 New
SCM
1162
SOL Capital Management
Maryland
$349K – – –
CHA
1163
Carmichael Hill & Associates
Maryland
$349K +$349K +1,298 New
BIA
1164
BHK Investment Advisors
Alabama
$348K +$348K +1,295 New
WDL
1165
Well Done LLC
Michigan
$347K -$2.16K -8 -0.6%
AFA
1166
Aurora Financial Advisors
Massachusetts
$344K +$344K +1,281 New
KSA
1167
Ken Stern & Associates
California
$340K +$33.8K +126 +11%
HPC
1168
HM Payson & Co
Maine
$340K +$125K +465 +58%
SWA
1169
Sutton Wealth Advisors
Florida
$336K +$174K +647 +107%
NP
1170
NorthRock Partners
Minnesota
$333K -$117K -437 -26%
GWS
1171
Glassman Wealth Services
Virginia
$328K -$32.2K -120 -9%
MM
1172
Main Management
California
$327K – – –
HCM
1173
Hengehold Capital Management
Ohio
$327K +$19.9K +74 +6%
FMW
1174
Farr Miller & Washington
District of Columbia
$325K +$3.23K +12 +1%
WWM
1175
Windsor Wealth Management
Indiana
$325K +$325K +1,211 New
45 46
47
48 49