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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1226
Lenox Wealth Management
Ohio
$252K – – –
CFA
1227
Capstone Financial Advisors
Illinois
$251K -$218K -822 -46%
TC
1228
Telemus Capital
Michigan
$251K -$5.58K -21 -2%
DSAM
1229
Dock Street Asset Management
Florida
$251K – – –
OBWP
1230
O'Brien Wealth Partners
Massachusetts
$250K – – –
CSIC
1231
Clifford Swan Investment Counsel
California
$248K – – –
FCH
1232
Freestone Capital Holdings
Washington
$247K – – –
CS
1233
Cannell & Spears
New York
$246K +$246K +926 New
HTHT
1234
Hemenway Trust Hemenway Trust
New Hampshire
$245K +$46.5K +175 +23%
MC
1235
Moors & Cabot
Massachusetts
$242K +$266 +1 +0.1%
BC
1236
Burney Company
Virginia
$240K -$37.7K -142 -14%
FA
1237
Fortis Advisors
Pennsylvania
$240K +$1.06K +4 +0.4%
Members Trust
1238
Members Trust
Florida
$239K -$7.18K -27 -3%
BWFA
1239
Baltimore-Washington Financial Advisors
Maryland
$239K – – –
SL
1240
Summitry LLC
California
$239K +$22K +83 +10%
HIMC
1241
Heritage Investors Management Corp
Maryland
$238K – – –
JFM
1242
Jackson Financial Management
California
$238K +$238K +895 New
EDRH
1243
Edmond de Rothschild Holding
Switzerland
$237K – – –
SIM
1244
Sonora Investment Management
Arizona
$236K +$163K +613 +221%
IC
1245
Investment Counsel
Michigan
$236K – – –
NCM
1246
Northwest Capital Management
Oregon
$233K – – –
BFM
1247
Boston Financial Management
Massachusetts
$233K +$23.3K +88 +11%
VWM
1248
Valley Wealth Managers
New Jersey
$232K -$172K -650 -43%
NP
1249
NorthRock Partners
Minnesota
$232K -$98.1K -369 -30%
CG
1250
Corundum Group
Colorado
$232K – – –
48 49
50
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