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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 %
AIM
1201
Avity Investment Management
Connecticut
$319K – – –
AP
1202
Atwood & Palmer
Missouri
$318K +$227K +832 +251%
KWM
1203
Kingsview Wealth Management
Oregon
$317K -$10.1K -37 -3%
WDL
1204
Well Done LLC
Michigan
$314K -$16.4K -60 -5%
LRPA
1205
L. Roy Papp & Associates
Arizona
$313K -$114K -417 -27%
MAA
1206
Matrix Asset Advisors
New York
$313K +$313K +1,146 New
APG
1207
Abacus Planning Group
South Carolina
$312K – – –
RC
1208
Randolph Company
Ohio
$311K +$47.8K +175 +18%
AWA
1209
Acorn Wealth Advisors
Michigan
$310K -$549 -2 -0.2%
MPIA
1210
Mountain Pacific Investment Advisers
Idaho
$310K – – –
LG
1211
Leuthold Group
Minnesota
$310K +$22.1K +81 +8%
SHA
1212
Seneca House Advisors
Virginia
$309K +$70.2K +257 +29%
BI
1213
Ballast Inc
Kentucky
$307K +$11.5K +42 +4%
GWS
1214
Glassman Wealth Services
Virginia
$304K – – –
WA
1215
Winfield Associates
Ohio
$304K +$19.1K +70 +7%
SMH
1216
Sanders Morris Harris
Texas
$303K +$96.9K +355 +47%
TBA
1217
Tower Bridge Advisors
Pennsylvania
$301K -$13.7K -50 -4%
MPM
1218
Meritage Portfolio Management
Kansas
$301K +$301K +1,103 New
NAM
1219
NorthCoast Asset Management
Connecticut
$301K +$301K +1,103 New
AIA
1220
Arbor Investment Advisors
North Carolina
$301K +$301K +1,103 New
PCIA
1221
Prime Capital Investment Advisors
Kansas
$298K +$116K +424 +64%
NEGWA
1222
New England Guild Wealth Advisors
Connecticut
$294K -$83.4K -305 -22%
ST
1223
Spinnaker Trust
Maine
$292K – – –
JFM
1224
Jackson Financial Management
California
$292K +$47.3K +173 +19%
PFGIA
1225
Patriot Financial Group Insurance Agency
Massachusetts
$290K -$1.62M -5,913 -85%
47 48
49
50 51