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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 %
KCM
1326
Kornitzer Capital Management
Kansas
$575K – – –
Wellington Management Group
1327
Wellington Management Group
Massachusetts
$575K – – –
FUBT
1328
First United Bank & Trust
Maryland
$573K – – –
SVWAG
1329
Sound View Wealth Advisors Group
Georgia
$572K – – –
IPW
1330
Inlet Private Wealth
Florida
$566K -$1.15M -3,835 -67%
AIS
1331
American Investment Services
Massachusetts
$566K – – –
PMG
1332
ProVise Management Group
Florida
$566K +$18.5K +62 +3%
SIAS
1333
Shine Investment Advisory Services
Colorado
$562K – – –
FA
1334
Faithward Advisors
Pennsylvania
$562K +$562K +1,883 New
BMA
1335
Brooks Moore & Associates
Tennessee
$560K – – –
MCM
1336
Murphy Capital Management
New Jersey
$558K -$29.8K -100 -5%
BWM
1337
Baystate Wealth Management
Massachusetts
$555K +$451K +1,509 +432%
TCCM
1338
Timber Creek Capital Management
Massachusetts
$554K -$2.69K -9 -0.5%
FVCM
1339
F&V Capital Management
Florida
$552K – – –
AFM
1340
Andesa Financial Management
Pennsylvania
$550K -$171K -572 -24%
FMI
1341
Fiduciary Management Inc
Wisconsin
$547K +$547K +1,834 New
AIA
1342
Alera Investment Advisors
Illinois
$545K +$15.2K +51 +3%
PWP
1343
Principle Wealth Partners
Connecticut
$541K +$11.9K +40 +2%
MBTD
1344
Mechanics Bank - Trust Department
California
$538K +$204K +685 +61%
OSNBOA
1345
Old Second National Bank of Aurora
Illinois
$537K – – –
VWM
1346
Valley Wealth Managers
New Jersey
$536K +$7.17K +24 +1%
CAL
1347
Capital Advisors Ltd
Ohio
$535K +$303K +1,013 +130%
LWM
1348
Lenox Wealth Management
Ohio
$534K +$43.5K +146 +9%
TFGT
1349
TS Financial Group (TSFG)
Illinois
$533K -$170K -570 -24%
AIC
1350
Archer Investment Corporation
Indiana
$531K +$1.49K +5 +0.3%
52 53
54
55 56