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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 %
YP
1276
Yellowstone Partners
Idaho
$206K +$206K +767 New
CT
1277
CMT Trading
Illinois
$204K -$108K -401 -35%
LCM
1278
Liberty Capital Management
Michigan
$203K -$1.17M -4,200 -85%
HFA
1279
HC Financial Advisors
California
$202K +$202K +751 New
WF
1280
WealthTrust Fairport
Ohio
$201K +$201K +748 New
HTHT
1281
Hemenway Trust Hemenway Trust
New Hampshire
$201K +$201K +748 New
WEC
1282
Winslow Evans & Crocker
Massachusetts
$200K +$12.9K +48 +7%
WIC
1283
Woodmont Investment Counsel
Tennessee
$200K -$20.1K -75 -9%
PCM
1284
Perritt Capital Management
Illinois
$200K +$200K +745 New
ANBT
1285
American National Bank & Trust
Texas
$195K – – –
SFFS
1286
Stonehage Fleming Financial Services
Jersey
$194K – – –
RAM
1287
Riggs Asset Management
Pennsylvania
$186K – – –
SWM
1288
SeaCrest Wealth Management
New York
$180K +$180K +670 New
JCM
1289
Jacobi Capital Management
Pennsylvania
$177K -$34.5K -125 -16%
CHP
1290
Cable Hill Partners
Oregon
$175K +$5.48K +20 +3%
FPB
1291
First PREMIER Bank
South Dakota
$174K – – –
FPS
1292
Fieldpoint Private Securities
Connecticut
$172K +$43.2K +161 +34%
PCIA
1293
Prime Capital Investment Advisors
Kansas
$170K +$170K +632 New
ME
1294
McIlrath & Eck
Washington
$165K +$165K +615 New
NSB
1295
Norway Savings Bank
Maine
$161K – – –
AWM
1296
AllSquare Wealth Management
New York
$155K – – –
NL
1297
NVWM LLC
Pennsylvania
$154K +$154K +573 New
CJA
1298
C-J Advisory
California
$144K +$1.61K +6 +1%
EWM
1299
Edge Wealth Management
New York
$140K – – –
CHC
1300
City Holding Co
West Virginia
$139K – – –
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