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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,599 hedge funds and large institutions have $99.5B invested in iShares Core S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,599
Holders Change
+165
Holders Change %
+11.51%
% of All Funds
35.68%
Holding in Top 10
508
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+15.45%
% of All Funds
11.34%
New
264
Increased
719
Reduced
459
Closed
80
Calls
$46.6M
Puts
$36.8M
Net Calls
+$9.84M
Net Calls Change
-$39.2M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$491M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$450M
3
Bank of America
Bank of America
North Carolina
+$368M
4
MCM
Moore Capital Management
New York
+$365M
5
BA
Bridgewater Associates
Connecticut
+$352M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$7.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$734M
4
Wells Fargo
Wells Fargo
California
-$541M
5
CIA
Choate Investment Advisors
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
PHS
1251
Pekin Hardy Strauss
Illinois
$584K -$39K -155 -6%
CSPIA
1252
Cary Street Partners Investment Advisory
Virginia
$584K +$584K +2,324 New
CIAS
1253
Capital Investment Advisory Services
North Carolina
$583K -$87.9K -349 -13%
SFM
1254
Signature Financial Management
Virginia
$577K -$17.6K -70 -3%
BCMO
1255
Buckingham Capital Management (Ohio)
Ohio
$574K -$76.9K -306 -12%
Geode Capital Management
1256
Geode Capital Management
Massachusetts
$572K -$747K – –
ZCA
1257
Zeke Capital Advisors
Pennsylvania
$568K -$105K -417 -16%
MPM
1258
Meritage Portfolio Management
Kansas
$567K +$113K +450 +25%
AHB
1259
Abner Herrman & Brock
New Jersey
$559K -$44K -175 -7%
PFM
1260
Probabilities Fund Management
New York
$558K +$54.1K +215 +11%
Fisher Asset Management
1261
Fisher Asset Management
Washington
$556K +$62.1K +247 +13%
CCM
1262
Carlson Capital Management
Minnesota
$555K -$58.9K -234 -10%
MCM
1263
Murphy Capital Management
New Jersey
$553K -$198K -786 -26%
ISB
1264
Iowa State Bank
Iowa
$552K – – –
OIWM
1265
OptiFour Integrated Wealth Management
Virginia
$549K +$44.5K +177 +9%
RHBC
1266
R.H. Bluestein & Co
Michigan
$547K – – –
I2I
1267
Insight 2811 Inc
Illinois
$546K -$20.1K -80 -4%
AWM
1268
Altium Wealth Management
New York
$545K +$86.3K +343 +19%
HIS
1269
Harvest Investment Services
Illinois
$545K +$545K +2,058 New
PMG
1270
ProVise Management Group
Florida
$544K -$1.01K -4 -0.2%
LIC
1271
Lodestar Investment Counsel
Illinois
$544K – – –
KP
1272
Keel Point
Alabama
$544K +$22.7K +90 +4%
Luther King Capital Management (LKCM)
1273
Luther King Capital Management (LKCM)
Texas
$542K -$631K – –
UWPG
1274
Ullmann Wealth Partners Group
Florida
$542K +$22.4K +89 +4%
1SB
1275
1ST Source Bank
Indiana
$538K -$20.9K -83 -4%
49 50
51
52 53