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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,657 hedge funds and large institutions have $124B invested in iShares Core S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 700 increasing their positions, 616 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+31
Holders Change %
+1.91%
% of All Funds
36.39%
Holding in Top 10
540
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.66%
% of All Funds
11.86%
New
87
Increased
700
Reduced
616
Closed
42
Calls
$84.2M
Puts
$45.3M
Net Calls
+$39M
Net Calls Change
-$5.16M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.35B
2
BlackRock
BlackRock
New York
+$1.75B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$626M
4
Wells Fargo
Wells Fargo
California
+$478M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$475M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$987M
2
JRP
Jasper Ridge Partners
California
-$527M
3
USAA
United Services Automobile Association
Texas
-$470M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$370M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
1301
Macroview Investment Management
Maryland
$642K +$18.8K +63 +3%
DACG
1302
Donor Advised Charitable Giving
California
$639K -$799K -2,674 -56%
FA
1303
Financial Advisors
Massachusetts
$635K – – –
CPC
1304
Congress Park Capital
New York
$635K +$110K +367 +21%
OIWM
1305
OptiFour Integrated Wealth Management
Virginia
$634K – – –
TNBTD
1306
Trustmark National Bank Trust Department
Mississippi
$632K -$254K -850 -29%
MWM
1307
Marietta Wealth Management
Georgia
$630K +$30.2K +101 +5%
BCMO
1308
Buckingham Capital Management (Ohio)
Ohio
$628K -$66.2K -222 -10%
SFWA
1309
Summit Financial Wealth Advisors
Louisiana
$627K -$99.2K -333 -14%
CBN
1310
Cadence Bank NA
Texas
$624K -$52.2K -175 -8%
1WA
1311
180 Wealth Advisors
Washington
$620K +$4.77K +16 +0.8%
PC
1312
Peavine Capital
Nevada
$617K -$32.9K -110 -5%
KP
1313
Keel Point
Alabama
$617K -$17.6K -59 -3%
MA
1314
MONECO Advisors
Connecticut
$615K +$226K +759 +58%
PA
1315
Paracle Advisors
Washington
$608K +$285K +956 +88%
AWA
1316
AmeriServ Wealth Advisors
Pennsylvania
$606K -$10.5K -35 -2%
CCM
1317
Covington Capital Management
California
$605K – – –
ATFA
1318
All Terrain Financial Advisors
Minnesota
$605K – – –
RC
1319
Roundview Capital
New Jersey
$601K – – –
VCA
1320
Verdence Capital Advisors
Maryland
$601K +$85.7K +287 +17%
VSWA
1321
Vontobel Swiss Wealth Advisors
Switzerland
$597K – – –
NP
1322
Ninepoint Partners
Ontario, Canada
$597K – – –
JC
1323
Jentner Corp
Ohio
$588K – – –
WCM
1324
Whitener Capital Management
North Carolina
$578K -$14.9K -50 -3%
BCA
1325
Berman Capital Advisors
Georgia
$578K -$1.19K -4 -0.2%
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