IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
1251
SEI Investments
Pennsylvania
$333K -$1.99M -6,799 -86%
MPIA
1252
Mountain Pacific Investment Advisers
Idaho
$332K – – –
CP
1253
Camelot Portfolios
Ohio
$332K +$332K +1,133 New
GWS
1254
Glassman Wealth Services
Virginia
$326K – – –
AIA
1255
Arbor Investment Advisors
North Carolina
$324K +$586 +2 +0.2%
AWMS
1256
Advocacy Wealth Management Services
Georgia
$321K +$284K +970 +770%
SMH
1257
Sanders Morris Harris
Texas
$318K -$7.33K -25 -2%
BC
1258
Brinker Capital
Pennsylvania
$315K +$315K +1,076 New
JFM
1259
Jackson Financial Management
California
$313K – – –
ST
1260
Spinnaker Trust
Maine
$313K – – –
BMC
1261
Benin Management Corp
Connecticut
$309K – – –
AWA
1262
Acorn Wealth Advisors
Michigan
$308K -$2.48K -9 -0.8%
FUBT
1263
First United Bank & Trust
Maryland
$302K – – –
Mackenzie Financial
1264
Mackenzie Financial
Ontario, Canada
$299K -$282K -965 -49%
AWA
1265
ARS Wealth Advisors
Florida
$299K – – –
BWFA
1266
Baltimore-Washington Financial Advisors
Maryland
$297K -$10.8K -37 -4%
BHBT
1267
Burke & Herbert Bank & Trust
Virginia
$293K – – –
CM
1268
Churchill Management
California
$292K -$67.7K -231 -19%
GHAM
1269
Gilman Hill Asset Management
Connecticut
$292K -$58.6K -200 -17%
LFS
1270
Legacy Financial Strategies
Kansas
$292K +$292K +1,065 New
VAM
1271
Verity Asset Management
North Carolina
$290K – – –
WTFG
1272
Wells Trecaso Financial Group
Ohio
$290K – – –
Nomura Asset Management
1273
Nomura Asset Management
Japan
$290K +$290K +990 New
CPC
1274
Congress Park Capital
New York
$289K +$2.35K +8 +0.8%
MMPW
1275
Mitchell McLeod Pugh & Williams
Alabama
$289K +$289K +988 New
49 50
51
52 53