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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 %
GD
1251
Grandfield & Dodd
New York
$233K – – –
CWM
1252
Circle Wealth Management
New Jersey
$233K +$2.15K +8 +0.9%
EAM
1253
Eagle Asset Management
Florida
$233K +$11.4K +42 +5%
ECAM
1254
East Coast Asset Management
Massachusetts
$231K -$8.99K -117 -4%
CAG
1255
Csenge Advisory Group
Florida
$230K +$230K +855 New
EIG
1256
Ellenbecker Investment Group
Wisconsin
$227K +$227K +846 New
BFS
1257
Bradley Foster & Sargent
Connecticut
$225K -$82.5K -307 -27%
FBA
1258
Front Barnett Associates
Illinois
$223K -$23.1K -86 -9%
GG
1259
Greenwood Gearhart
Arkansas
$222K -$24.2K -90 -10%
BPM
1260
Bowling Portfolio Management
Ohio
$221K – – –
CAW
1261
Cornerstone Advisors (Washington)
Washington
$220K -$15.6K -58 -7%
SL
1262
Summitry LLC
California
$220K – – –
LG
1263
Leuthold Group
Minnesota
$219K +$219K +813 New
BFO
1264
Biltmore Family Office
North Carolina
$218K +$218K +811 New
KFA
1265
Kays Financial Advisory
Georgia
$217K -$38.4K -143 -15%
MIM
1266
Marco Investment Management
Georgia
$216K – – –
FC
1267
Forte Capital
New York
$216K +$216K +807 New
NCM
1268
Neumann Capital Management
California
$215K – – –
CRB
1269
Chad R. Baker
$215K – – –
Capital Fund Management (CFM)
1270
Capital Fund Management (CFM)
France
$213K -$5.56M -20,694 -96%
BFM
1271
Boston Financial Management
Massachusetts
$213K +$213K +791 New
FCIM
1272
Fairview Capital Investment Management
California
$212K +$212K +790 New
FC
1273
Ferris Capital
Massachusetts
$212K +$212K +790 New
RMCM
1274
Reynders McVeigh Capital Management
Massachusetts
$208K -$13.4K -50 -6%
BI
1275
Bredin Investment
Delaware
$207K +$207K +765 New
49 50
51
52 53