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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 %
AIA
1276
Arbor Investment Advisors
North Carolina
$538K +$260K +1,035 +94%
OAM
1277
Oppenheimer Asset Management
New York
$537K -$1.1M -4,369 -67%
FA
1278
Financial Advisors
Massachusetts
$534K +$534K +2,124 New
PFSC
1279
Peoples Financial Services Corp
Pennsylvania
$531K +$516K +2,050 +3,361%
SGAM
1280
Steinberg Global Asset Management
Florida
$529K – – –
MBA
1281
McQueen Ball & Associates
Pennsylvania
$529K – – –
BPCE
1282
Bank Pictet & Cie (Europe)
Germany
$528K -$292K -1,160 -36%
FNC
1283
First National Corp
Massachusetts
$528K +$528K +2,098 New
PC
1284
Peavine Capital
Nevada
$527K +$100K +398 +23%
HC
1285
Hamilton Capital
Ohio
$527K +$527K +1,910 New
AWMG
1286
Alliance Wealth Management Group
New Jersey
$526K +$20.4K +81 +4%
PPP
1287
Private Portfolio Partners
New Jersey
$526K +$526K +2,090 New
CA
1288
Cortland Associates
Missouri
$514K +$112K +444 +28%
WCM
1289
Whitener Capital Management
North Carolina
$510K -$1.26K -5 -0.2%
BFO
1290
Biltmore Family Office
North Carolina
$507K +$18.7K +74 +4%
OBWP
1291
O'Brien Wealth Partners
Massachusetts
$506K +$258K +983 +104%
TCCM
1292
Timber Creek Capital Management
Massachusetts
$503K -$49.3K -196 -9%
WA
1293
Wambolt & Associates
Colorado
$501K +$501K +1,990 New
JC
1294
Jentner Corp
Ohio
$495K – – –
SB
1295
Strategic Blueprint
Georgia
$487K +$487K +1,935 New
CCM
1296
Covington Capital Management
California
$486K -$220K -875 -31%
KCM
1297
Kornitzer Capital Management
Kansas
$484K -$6.29K -25 -1%
ME
1298
McIlrath & Eck
Washington
$484K – – –
HIMC
1299
Heritage Investors Management Corp
Maryland
$483K – – –
FNBOO
1300
First National Bank of Omaha
Nebraska
$482K – – –
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