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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 %
CFA
1251
Capstone Financial Advisors
Illinois
$261K +$3K +11 +1%
SC
1252
Searle & Co
Connecticut
$259K – – –
DSAM
1253
Dock Street Asset Management
Florida
$258K – – –
CSIC
1254
Clifford Swan Investment Counsel
California
$255K – – –
FCH
1255
Freestone Capital Holdings
Washington
$254K – – –
AA
1256
Apriem Advisors
California
$254K +$254K +930 New
CS
1257
Cannell & Spears
New York
$253K – – –
NP
1258
NorthRock Partners
Minnesota
$252K +$12.6K +46 +5%
JWM
1259
JGP Wealth Management
Oregon
$251K +$251K +920 New
CAL
1260
Capital Advisors Ltd
Ohio
$248K -$16.7K -61 -6%
CCMD
1261
Cypress Capital Management (Delaware)
Delaware
$248K +$16.1K +59 +7%
WA
1262
WBH Advisory
Maryland
$248K +$248K +910 New
FA
1263
Fortis Advisors
Pennsylvania
$247K – – –
BC
1264
Burney Company
Virginia
$247K +$545 +2 +0.2%
HTHT
1265
Hemenway Trust Hemenway Trust
New Hampshire
$245K -$6.82K -25 -3%
EDRH
1266
Edmond de Rothschild Holding
Switzerland
$244K – – –
HIMC
1267
Heritage Investors Management Corp
Maryland
$244K – – –
IC
1268
Investment Counsel
Michigan
$243K – – –
NCM
1269
Northwest Capital Management
Oregon
$240K – – –
CG
1270
Corundum Group
Colorado
$239K – – –
CWM
1271
Circle Wealth Management
New Jersey
$238K – – –
ZIM
1272
Zacks Investment Management
Illinois
$238K +$238K +872 New
PS
1273
Portfolio Solutions
Michigan
$237K -$1.09K -4 -0.5%
RCA
1274
Rowland Carmichael Advisors
Arizona
$235K +$3.01K +11 +1%
PA
1275
Paracle Advisors
Washington
$231K -$44.5K -163 -16%
49 50
51
52 53