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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
1176
Dana Investment Advisors
Wisconsin
$355K – – –
BCM
1177
Bayesian Capital Management
New York
$355K +$355K +1,299 New
CCA
1178
Conservest Capital Advisors
Pennsylvania
$355K +$355K +1,301 New
CHA
1179
Carmichael Hill & Associates
Maryland
$354K – – –
STMM
1180
South Texas Money Management
Texas
$353K -$91.1K -334 -21%
PA
1181
Prism Advisors
California
$352K – – –
MBT
1182
Monroe Bank & Trust
Michigan
$351K – – –
Kovitz Investment Group Partners
1183
Kovitz Investment Group Partners
Illinois
$348K -$15K -55 -4%
SEIA
1184
Signature Estate & Investment Advisors
California
$344K -$710K -2,604 -67%
AC
1185
Alexandria Capital
Virginia
$343K -$80.5K -295 -19%
GF
1186
Goodman Financial
Texas
$343K -$17.2K -63 -5%
SWA
1187
Sutton Wealth Advisors
Florida
$341K – – –
KSA
1188
Ken Stern & Associates
California
$338K +$52.9K +194 +19%
HFA
1189
Huber Financial Advisors
Illinois
$337K – – –
FCIM
1190
Fairview Capital Investment Management
California
$336K +$121K +442 +56%
CM
1191
Churchill Management
California
$335K -$146K -536 -30%
KPCM
1192
Kings Point Capital Management
New York
$335K +$3.01K +11 +0.9%
1832 Asset Management
1193
1832 Asset Management
Ontario, Canada
$333K – – –
MM
1194
Main Management
California
$332K -$296K -1,085 -47%
AHC
1195
Adell Harriman & Carpenter
Texas
$332K -$164K -600 -33%
AC
1196
Avestar Capital
New York
$330K +$196K +727 +146%
BW
1197
Bison Wealth
Georgia
$330K +$330K +1,208 New
VST
1198
Van Strum & Towne
California
$329K – – –
GHAM
1199
Gilman Hill Asset Management
Connecticut
$327K – – –
CA
1200
Cambridge Advisors
Nebraska
$324K +$5.2K +19 +2%
46 47
48
49 50