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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
1301
Avestar Capital
New York
$128K -$361K -1,400 -74%
ML
1302
McAdam LLC
Pennsylvania
$113K +$113K +426 New
CHP
1303
Cable Hill Partners
Oregon
$112K -$55.6K -212 -33%
ACA
1304
Atlas Capital Advisors
Wyoming
$108K +$108K +407 New
VNA
1305
Valley National Advisers
Pennsylvania
$106K – – –
RBC
1306
Roble Belko & Company
Pennsylvania
$103K – – –
THWM
1307
Taylor Hoffman Wealth Management
Virginia
$100K +$81K +306 +425%
TPCM
1308
Three Peaks Capital Management
Colorado
$97K +$97K +365 New
SFFS
1309
Stonehage Fleming Financial Services
Jersey
$96K -$96K -362 -50%
AP
1310
Atwood & Palmer
Missouri
$88K -$14.3K -54 -14%
KFA
1311
Kabarec Financial Advisors
Illinois
$86K +$86K +324 New
YWP
1312
YorkBridge Wealth Partners
New York
$85K – – –
WAS
1313
Winch Advisory Services
Wisconsin
$85K +$530 +2 +0.6%
TAIM
1314
TD Ameritrade Investment Management
Nebraska
$85K +$85K +322 New
MPPLM
1315
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$84K +$18.8K +71 +29%
Walleye Trading
1316
Walleye Trading
New York
$80K +$80K +300 New
FMB
1317
Field & Main Bank
Kentucky
$76K +$76K +287 New
DPA
1318
Delphi Private Advisors
California
$75K -$16K -60 -18%
MCM
1319
Manchester Capital Management
Vermont
$73K – – –
ACS
1320
Archford Capital Strategies
Illinois
$73K +$73K +273 New
RFM
1321
Royal Fund Management
Florida
$72K -$36.1K -138 -33%
RA
1322
Rational Advisors
New York
$72K +$72K +270 New
AIM
1323
Anchor Investment Management
South Carolina
$59.7K – – –
SLF
1324
Sun Life Financial
Ontario, Canada
$59.2K -$258K -68,574 -81%
FRA
1325
Front Row Advisors
California
$56K -$1.6K -6 -3%
51 52
53
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