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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEGWA
1151
New England Guild Wealth Advisors
Connecticut
$366K -$14.1K -53 -4%
IA
1152
Independence Advisors
Pennsylvania
$365K -$3.72K -14 -1%
TTWM
1153
TCV Trust & Wealth Management
Virginia
$364K -$26.5K -100 -7%
BIA
1154
BHK Investment Advisors
Alabama
$364K +$20.2K +76 +6%
HS
1155
Huntington Steele
Pennsylvania
$363K +$1.06K +4 +0.3%
T. Rowe Price Associates
1156
T. Rowe Price Associates
Maryland
$361K -$127K -477 -26%
MBTD
1157
Mechanics Bank - Trust Department
California
$359K – – –
RAM
1158
Redmond Asset Management
Virginia
$359K +$40.4K +152 +13%
Kovitz Investment Group Partners
1159
Kovitz Investment Group Partners
Illinois
$353K -$76.1K -287 -18%
GC
1160
Gibson Capital
Pennsylvania
$353K – – –
GF
1161
Goodman Financial
Texas
$351K -$1.55M -5,823 -82%
RFA
1162
Reilly Financial Advisors
California
$351K -$62.9K -237 -15%
PA
1163
Prism Advisors
California
$347K -$343K -1,255 -50%
DIA
1164
Dana Investment Advisors
Wisconsin
$345K +$345K +1,300 New
CHA
1165
Carmichael Hill & Associates
Maryland
$344K – – –
SCM
1166
SOL Capital Management
Maryland
$342K -$1.86K -7 -0.5%
GC
1167
Garde Capital
Washington
$342K +$48K +181 +16%
MBT
1168
Monroe Bank & Trust
Michigan
$341K -$8.75K -33 -3%
HF
1169
HRT Financial
New York
$341K +$341K +1,285 New
MWM
1170
Meridian Wealth Management
Kentucky
$340K -$50.6K -191 -13%
KFGK
1171
Keystone Financial Group (Kentucky)
Kentucky
$336K +$336K +1,297 New
MWM
1172
Marietta Wealth Management
Georgia
$335K -$1.84M -6,916 -85%
FMW
1173
Farr Miller & Washington
District of Columbia
$333K +$12.5K +47 +4%
SWA
1174
Sutton Wealth Advisors
Florida
$331K – – –
WWM
1175
Windsor Wealth Management
Indiana
$329K +$8.21K +31 +3%
45 46
47
48 49