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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 %
BMC
1226
Benin Management Corp
Connecticut
$289K +$289K +1,057 New
RWM
1227
Ritholtz Wealth Management
New York
$287K +$27.3K +100 +11%
BWFA
1228
Baltimore-Washington Financial Advisors
Maryland
$287K +$40.9K +150 +17%
EAM
1229
Eagle Asset Management
Florida
$286K -$18.3K -67 -6%
BFA
1230
Bragg Financial Advisors
North Carolina
$284K – – –
HCA
1231
Harbour Capital Advisors
Virginia
$283K -$11K -40 -4%
FUBT
1232
First United Bank & Trust
Maryland
$282K +$282K +1,031 New
AWA
1233
ARS Wealth Advisors
Florida
$279K -$9.56K -35 -3%
Rockefeller Capital Management
1234
Rockefeller Capital Management
New York
$276K -$2.07M -7,594 -88%
BHBT
1235
Burke & Herbert Bank & Trust
Virginia
$273K – – –
MA
1236
MANA Advisors
New York
$273K +$273K +1,001 New
VAM
1237
Verity Asset Management
North Carolina
$271K – – –
WTFG
1238
Wells Trecaso Financial Group
Ohio
$271K – – –
TC
1239
Telemus Capital
Michigan
$270K +$12.3K +45 +5%
SIM
1240
Sigma Investment Management
Oregon
$269K – – –
BMM
1241
Berkshire Money Management
Massachusetts
$269K – – –
BA
1242
BCM Advisors
Louisiana
$269K +$9.01K +33 +3%
MCM
1243
Murphy Capital Management
New Jersey
$268K -$6.82K -25 -2%
AWE
1244
Avidian Wealth Enterprises
Texas
$267K -$57.4K -210 -18%
CPC
1245
Congress Park Capital
New York
$267K +$3.28K +12 +1%
AF
1246
Arrow Financial
New York
$265K – – –
QAM
1247
QCI Asset Management
New York
$264K – – –
HPC
1248
HM Payson & Co
Maine
$263K -$9.54K -35 -4%
OBWP
1249
O'Brien Wealth Partners
Massachusetts
$262K +$4.64K +17 +2%
LWM
1250
Lenox Wealth Management
Ohio
$261K – – –
48 49
50
51 52