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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
1301
Blue Fin Capital
Rhode Island
$203K +$203K +745 New
KTC
1302
Kistler-Tiffany Companies
Pennsylvania
$201K – – –
NPA
1303
Nichols & Pratt Advisers
Massachusetts
$201K +$201K +735 New
CWA
1304
Cypress Wealth Advisors
California
$201K +$201K +736 New
SIM
1305
Sonora Investment Management
Arizona
$193K -$50.6K -185 -21%
RAM
1306
Riggs Asset Management
Pennsylvania
$189K – – –
ME
1307
McIlrath & Eck
Washington
$186K +$38.4K +143 +26%
WEC
1308
Winslow Evans & Crocker
Massachusetts
$184K -$20.9K -76 -10%
NSB
1309
Norway Savings Bank
Maine
$178K -$16.4K -60 -8%
FPB
1310
First PREMIER Bank
South Dakota
$177K – – –
NL
1311
NVWM LLC
Pennsylvania
$174K -$9.9K -36 -5%
CWA
1312
Clarus Wealth Advisors
Arizona
$166K +$166K +627 New
BC
1313
Barnett & Company
Tennessee
$162K -$16.7K -61 -9%
LWS
1314
Lucia Wealth Services
California
$157K +$13.7K +50 +10%
RFM
1315
Royal Fund Management
Florida
$155K +$80.1K +294 +107%
First Manhattan
1316
First Manhattan
New York
$154K -$34.1K -125 -18%
AWM
1317
AllSquare Wealth Management
New York
$151K – – –
CJA
1318
C-J Advisory
California
$147K – – –
SWM
1319
SeaCrest Wealth Management
New York
$145K -$13.7K -50 -9%
RA
1320
Rational Advisors
New York
$144K +$70.4K +258 +96%
EWM
1321
Edge Wealth Management
New York
$142K – – –
KJWM
1322
Kiley Juergens Wealth Management
Washington
$141K +$141K +520 New
FANJ
1323
Financial Architects (New Jersey)
New Jersey
$140K -$95.9K -352 -41%
CHC
1324
City Holding Co
West Virginia
$140K – – –
ML
1325
McAdam LLC
Pennsylvania
$131K +$14.5K +53 +12%
51 52
53
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