IVV icon

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 %
HFA
1176
Huber Financial Advisors
Illinois
$328K +$29.2K +110 +10%
MC
1177
Mathes Company
New York
$325K -$106K -400 -25%
KPCM
1178
Kings Point Capital Management
New York
$322K +$47.7K +180 +17%
WDL
1179
Well Done LLC
Michigan
$321K -$20.1K -76 -6%
VST
1180
Van Strum & Towne
California
$320K – – –
KWM
1181
Kingsview Wealth Management
Oregon
$318K -$388K -1,461 -55%
ANTB
1182
AMG National Trust Bank
Colorado
$318K – – –
GHAM
1183
Gilman Hill Asset Management
Connecticut
$318K +$19.1K +72 +6%
AWE
1184
Avidian Wealth Enterprises
Texas
$315K +$53.9K +203 +21%
1832 Asset Management
1185
1832 Asset Management
Ontario, Canada
$312K +$80.7K +305 +35%
AIM
1186
Avity Investment Management
Connecticut
$310K – – –
CA
1187
Cambridge Advisors
Nebraska
$309K -$150K -566 -33%
TBA
1188
Tower Bridge Advisors
Pennsylvania
$306K -$13.3K -50 -4%
Fisher Asset Management
1189
Fisher Asset Management
Washington
$306K -$1.47M -5,536 -83%
AWA
1190
Acorn Wealth Advisors
Michigan
$304K -$4.84K -18 -2%
APG
1191
Abacus Planning Group
South Carolina
$304K +$304K +1,145 New
FFW
1192
Fusion Family Wealth
New York
$301K +$22.3K +84 +8%
MPIA
1193
Mountain Pacific Investment Advisers
Idaho
$301K +$301K +1,135 New
SHGA
1194
Sand Hill Global Advisors
California
$297K -$17.4M -65,575 -98%
GWS
1195
Glassman Wealth Services
Virginia
$296K -$28.1K -106 -9%
CB
1196
CNB Bank
Pennsylvania
$296K – – –
EAM
1197
Eagle Asset Management
Florida
$296K +$67.6K +255 +30%
RFWA
1198
RPg Family Wealth Advisory
Massachusetts
$296K +$59.2K +223 +25%
BI
1199
Ballast Inc
Kentucky
$286K +$266 +1 +0.1%
HCA
1200
Harbour Capital Advisors
Virginia
$285K +$285K +1,073 New
46 47
48
49 50