IVV icon

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 %
VST
1176
Van Strum & Towne
California
$324K – – –
TBA
1177
Tower Bridge Advisors
Pennsylvania
$324K +$324K +1,204 New
ANTB
1178
AMG National Trust Bank
Colorado
$323K – – –
FVCM
1179
F&V Capital Management
Florida
$323K +$323K +1,200 New
RAM
1180
Redmond Asset Management
Virginia
$322K +$99.6K +371 +45%
CSIA
1181
Charles Schwab Investment Advisory
California
$317K +$102K +378 +47%
AWA
1182
Acorn Wealth Advisors
Michigan
$317K +$317K +1,149 New
KJWM
1183
Kiley Juergens Wealth Management
Washington
$316K +$316K +1,178 New
AIM
1184
Avity Investment Management
Connecticut
$315K -$94.2K -350 -23%
CANC
1185
Culbertson A N & Co
Virginia
$305K +$305K +1,133 New
AWA
1186
ARS Wealth Advisors
Florida
$304K +$9.94K +37 +3%
HFA
1187
Huber Financial Advisors
Illinois
$303K +$303K +1,126 New
CPC
1188
Congress Park Capital
New York
$303K +$303K +1,126 New
CAL
1189
Capital Advisors Ltd
Ohio
$302K -$26.1K -97 -8%
GHAM
1190
Gilman Hill Asset Management
Connecticut
$302K – – –
PTC
1191
Philadelphia Trust Company
Pennsylvania
$299K – – –
LWS
1192
Lucia Wealth Services
California
$299K +$299K +1,113 New
CB
1193
CNB Bank
Pennsylvania
$299K +$299K +1,114 New
GC
1194
Garde Capital
Washington
$298K +$84.9K +316 +40%
TSS
1195
Two Sigma Securities
New York
$296K -$3.35M -12,448 -92%
LSAG
1196
Lake Street Advisors Group
New Hampshire
$296K +$296K +1,099 New
Renaissance Technologies
1197
Renaissance Technologies
New York
$296K +$296K +1,100 New
NB
1198
NBT Bank
New York
$293K – – –
IAM
1199
Impax Asset Management
New Hampshire
$291K +$291K +1,082 New
BI
1200
Ballast Inc
Kentucky
$289K +$289K +1,075 New
46 47
48
49 50