IVV icon

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 %
PS
1326
Portfolio Strategies
New York
$31K +$31K +117 New
TA
1327
Townsend & Associates
Colorado
$28K +$28K +106 New
GTAM
1328
Global Trust Asset Management
Florida
$27K +$27K +99 New
FMTCOCP
1329
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26.9K – – –
NPC
1330
National Planning Corporation
California
$21.3K -$25.9M -96,001 -100%
LGWM
1331
Litman Gregory Wealth Management
California
$19.4K +$1.62K +6,015 +9%
NC
1332
NewSquare Capital
Pennsylvania
$19K +$2.48K +9 +15%
THWM
1333
Taylor Hoffman Wealth Management
Virginia
$19K +$19K +72 New
SAM
1334
Shamrock Asset Management
Texas
$18K +$265 +1 +1%
PFSC
1335
Peoples Financial Services Corp
Pennsylvania
$16K +$16K +61 New
LWA
1336
Lowe Wealth Advisors
Maryland
$15K – – –
TCM
1337
Tradewinds Capital Management
Washington
$15K – – –
WC
1338
Whitnell & Co
Illinois
$14K – – –
MAM
1339
Meeder Asset Management
Ohio
$11K – – –
WIM
1340
Westside Investment Management
California
$7.18K +$276 +1 +4%
TSW
1341
Thompson Siegel & Walmsley
Virginia
$7K – – –
PCG
1342
Private Capital Group
Connecticut
$5.42K +$5.42K +20,143 New
SA
1343
SRH Advisors
Kansas
$4K – – –
BWA
1344
Burt Wealth Advisors
Maryland
$3K – – –
HS
1345
Horan Securities
United States
$3K +$3K +10 New
IP
1346
Isthmus Partners
Wisconsin
$2K +$2K +8 New
HIIFS
1347
Harel Insurance Investments & Financial Services
Israel
$1K -$1.1M -4,396 -100%
CA
1348
Centerpoint Advisors
Massachusetts
$1K +$1K +3 New
Kovitz Investment Group Partners
1349
Kovitz Investment Group Partners
Illinois
$435 +$435 +1,618 New
AMCA
1350
Arthur M. Cohen & Associates
Illinois
$423 +$423 +1,679 New
52 53
54
55 56