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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 %
SHA
1251
Seneca House Advisors
Virginia
$232K +$265 +1 +0.1%
PS
1252
Portfolio Solutions
Michigan
$231K – – –
CWM
1253
Circle Wealth Management
New Jersey
$231K +$1.06K +4 +0.5%
FANJ
1254
Financial Architects (New Jersey)
New Jersey
$230K -$12K -45 -5%
CCMD
1255
Cypress Capital Management (Delaware)
Delaware
$226K -$21.5K -81 -9%
RCA
1256
Rowland Carmichael Advisors
Arizona
$225K -$31.8K -120 -12%
RCG
1257
Ruggie Capital Group
Florida
$224K -$3.63K -14 -2%
FBA
1258
Front Barnett Associates
Illinois
$223K +$3.18K +12 +1%
WA
1259
Wealthstar Advisors
Texas
$223K +$223K +842 New
GG
1260
Greenwood Gearhart
Arkansas
$219K – – –
BPM
1261
Bowling Portfolio Management
Ohio
$218K – – –
BFS
1262
Bradley Foster & Sargent
Connecticut
$217K -$5.31K -20 -2%
CAW
1263
Cornerstone Advisors (Washington)
Washington
$217K – – –
AP
1264
Advisor Partners
California
$216K +$216K +813 New
BFO
1265
Biltmore Family Office
North Carolina
$215K – – –
MIM
1266
Marco Investment Management
Georgia
$214K – – –
NCM
1267
Neumann Capital Management
California
$212K – – –
CRB
1268
Chad R. Baker
$212K – – –
TP
1269
Truvvo Partners
New York
$211K +$211K +790 New
FC
1270
Ferris Capital
Massachusetts
$210K – – –
HCM
1271
HMS Capital Management
Tennessee
$210K +$210K +790 New
FCIM
1272
Fairview Capital Investment Management
California
$209K – – –
ANBT
1273
American National Bank & Trust
Texas
$208K +$16.2K +61 +8%
CCP
1274
Cardan Capital Partners
Colorado
$206K +$206K +775 New
PCM
1275
Perritt Capital Management
Illinois
$204K – – –
49 50
51
52 53