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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
$7.3B
2
FCAS
First Command Advisory Services
Texas
$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.68B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.24B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.42B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$7.85B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$425M
3
JRP
Jasper Ridge Partners
California
$323M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
$800M
5
Barclays
Barclays
United Kingdom
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSTAM
101
Wilbanks Smith & Thomas Asset Management
Virginia
$119M -$1.63M -5,957 -1%
UOC
102
University of Chicago
Illinois
$115M -$77.6M -283,031 -40%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$114M – – –
BOS
104
Bingham Osborn & Scarborough
California
$113M +$610K +2,235 +0.5%
PA
105
Planning Alternatives
Michigan
$113M +$2.02M +7,393 +2%
LIA
106
LBMC Investment Advisors
Tennessee
$113M +$841K +3,081 +0.8%
BP
107
Ballentine Partners
Massachusetts
$112M +$644K +2,359 +0.6%
Mitsubishi UFJ Trust & Banking
108
Mitsubishi UFJ Trust & Banking
Japan
$111M +$56M +205,134 +102%
B
109
Barings
North Carolina
$108M +$8.46M +31,000 +8%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$108M -$11.6M -42,539 -10%
CBU
111
CIBC Bank USA
Illinois
$106M -$6.02M -22,032 -5%
RGIA
112
Rainier Group Investment Advisory
Washington
$105M +$24.5M +89,688 +30%
Principal Financial Group
113
Principal Financial Group
Iowa
$101M +$75.1M +275,061 +287%
MWP
114
MYCIO Wealth Partners
Pennsylvania
$101M -$987K -3,613 -1%
Deutsche Bank
115
Deutsche Bank
Germany
$98.3M +$3.79M +13,896 +4%
CWM
116
Calamos Wealth Management
Illinois
$97.4M +$6.59M +24,119 +7%
PPFA
117
Provida Pension Fund Administrator
Chile
$95M +$62M +227,100 +187%
CONA
118
Capital One National Association
New York
$93.6M -$3.21M -11,761 -3%
VIM
119
VCU Investment Management
Virginia
$91.5M +$1.33M +4,889 +1%
PCIG
120
Partners Capital Investment Group
Massachusetts
$88.3M -$9.79M -35,862 -10%
Lazard Asset Management
121
Lazard Asset Management
New York
$86.8M +$3.02M +11,072 +4%
LW
122
Linscomb Wealth
Texas
$86.7M -$2.08M -7,615 -2%
FA
123
FDx Advisors
Illinois
$84.5M -$5.21M -19,071 -6%
CAL
124
Capital Analysts LLC
Pennsylvania
$84.5M +$2.22M +8,127 +3%
BCM
125
Brookstone Capital Management
Illinois
$83.8M +$4.46M +16,350 +6%
3 4
5
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