IVV icon

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 %
SWMG
1326
Signature Wealth Management Group
Georgia
$56K – – –
PCP
1327
Proficio Capital Partners
Massachusetts
$52K +$52K +196 New
WC
1328
Whitnell & Co
Illinois
$42K +$28K +106 +200%
PCTC
1329
Perkins Coie Trust Company
Washington
$39K – – –
CWM
1330
Catamount Wealth Management
Connecticut
$35K – – –
GTAM
1331
Global Trust Asset Management
Florida
$34K +$7.7K +29 +29%
AWMS
1332
Advocacy Wealth Management Services
Georgia
$33K – – –
PS
1333
Portfolio Strategies
New York
$31K – – –
LIA
1334
LS Investment Advisors
Michigan
$28K -$388K -1,454 -93%
TA
1335
Townsend & Associates
Colorado
$28K – – –
LWA
1336
Lenox Wealth Advisors
New York
$28K +$28K +106 New
OIA
1337
Optimum Investment Advisors
Illinois
$27K +$27K +100 New
FMTCOCP
1338
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26.5K – – –
Financial Engines Advisors
1339
Financial Engines Advisors
California
$26K +$26K +97 New
PSC
1340
Prentiss Smith & Co
Vermont
$23K +$23K +85 New
TI
1341
Truepoint Inc
Ohio
$19.6K -$39.2K -10,402 -67%
SAM
1342
Shamrock Asset Management
Texas
$19K – – –
AIS
1343
Accurate Investment Solutions
Pennsylvania
$18K -$36.5K -136 -67%
NC
1344
NewSquare Capital
Pennsylvania
$18K – – –
LWA
1345
Lowe Wealth Advisors
Maryland
$18K +$2.69K +10 +18%
PFSC
1346
Peoples Financial Services Corp
Pennsylvania
$16K – – –
TCM
1347
Tradewinds Capital Management
Washington
$15K – – –
HFP
1348
Holistic Financial Partners
Indiana
$15K +$15K +55 New
TFA
1349
Transamerica Financial Advisors
Florida
$13K -$4.84M -17,110 -100%
MAM
1350
Meeder Asset Management
Ohio
$11K – – –
52 53
54
55 56