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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1226
Searle & Co
Connecticut
$255K – – –
DSAM
1227
Dock Street Asset Management
Florida
$254K – – –
OBWP
1228
O'Brien Wealth Partners
Massachusetts
$253K – – –
CSIC
1229
Clifford Swan Investment Counsel
California
$251K – – –
CCMD
1230
Cypress Capital Management (Delaware)
Delaware
$251K – – –
FCH
1231
Freestone Capital Holdings
Washington
$250K +$250K +931 New
Members Trust
1232
Members Trust
Florida
$249K -$14K -52 -5%
WA
1233
WealthTrust Axiom
Pennsylvania
$247K – – –
FANJ
1234
Financial Architects (New Jersey)
New Jersey
$245K +$22.3K +83 +10%
MC
1235
Moors & Cabot
Massachusetts
$243K -$53.1K -199 -18%
FA
1236
Fortis Advisors
Pennsylvania
$242K -$63.7K -237 -21%
RCG
1237
Ruggie Capital Group
Florida
$242K -$24K -87 -9%
FFWA
1238
FRG Family Wealth Advisors
Washington
$242K – – –
ACM
1239
Advisors Capital Management
New Jersey
$242K +$242K +900 New
BWFA
1240
Baltimore-Washington Financial Advisors
Maryland
$242K +$242K +902 New
EDRH
1241
Edmond de Rothschild Holding
Switzerland
$241K -$162K -600 -40%
HIMC
1242
Heritage Investors Management Corp
Maryland
$241K – – –
BIG
1243
Bellwether Investment Group
Tennessee
$241K – – –
RFWA
1244
RPg Family Wealth Advisory
Massachusetts
$240K -$20.2K -75 -8%
IC
1245
Investment Counsel
Michigan
$239K – – –
NCM
1246
Northwest Capital Management
Oregon
$236K +$236K +879 New
CG
1247
Corundum Group
Colorado
$235K – – –
SHA
1248
Seneca House Advisors
Virginia
$235K +$235K +873 New
PS
1249
Portfolio Solutions
Michigan
$234K -$43K -160 -16%
1832 Asset Management
1250
1832 Asset Management
Ontario, Canada
$234K +$36.7K +137 +19%
48 49
50
51 52