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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
1201
Lattice Strategies
Pennsylvania
$408K – – –
MIFH
1202
Migdal Insurance & Financial Holdings
Israel
$407K -$423K -1,437 -51%
TTWM
1203
TCV Trust & Wealth Management
Virginia
$407K – – –
BRC
1204
Bell Rock Capital
Delaware
$404K -$47.3K -161 -10%
HPC
1205
Hobart Private Capital
North Carolina
$404K -$210K -718 -34%
ANTB
1206
AMG National Trust Bank
Colorado
$402K – – –
VRM
1207
Vectors Research Management
New York
$399K +$399K +1,457 New
OCM
1208
Oakwood Capital Management
California
$396K -$1.68M -5,729 -81%
MBTD
1209
Mechanics Bank - Trust Department
California
$396K – – –
AIS
1210
American Investment Services
Massachusetts
$395K -$3.22K -11 -0.8%
RAM
1211
Redmond Asset Management
Virginia
$392K -$3.81K -13 -1%
BW
1212
Bison Wealth
Georgia
$391K +$37.7K +129 +11%
WA
1213
Winfield Associates
Ohio
$391K +$64.4K +220 +20%
LA
1214
LexAurum Advisors
Kansas
$389K -$255K -872 -40%
VBFG
1215
Vishria Bird Financial Group
Tennessee
$389K – – –
FMW
1216
Farr Miller & Washington
District of Columbia
$388K +$1.47K +5 +0.4%
GAB
1217
German American Bancorp
Indiana
$386K – – –
CCA
1218
Conservest Capital Advisors
Pennsylvania
$381K – – –
GC
1219
Gibson Capital
Pennsylvania
$376K -$13.7K -47 -4%
MBT
1220
Monroe Bank & Trust
Michigan
$376K – – –
KSA
1221
Ken Stern & Associates
California
$376K +$13.4K +46 +4%
NPA
1222
Nichols & Pratt Advisers
Massachusetts
$372K +$282K +2,300 +313%
ACM
1223
Alpha Capital Management
Texas
$370K -$78.4K -268 -17%
AC
1224
Alexandria Capital
Virginia
$369K +$1.17K +4 +0.3%
SWA
1225
Sutton Wealth Advisors
Florida
$366K – – –
47 48
49
50 51