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 %
CCT
1351
Capital City Trust
Florida
$413 – – –
AWE
1352
Avidian Wealth Enterprises
Texas
$264 – +1 +0.1%
SIM
1353
Sentry Investment Management
Wisconsin
– -$214M -847,449 Closed
LWIC
1354
Leith Wheeler Investment Counsel
British Columbia, Canada
– -$192M -757,750 Closed
GBBWRPM
1355
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$109M -431,121 Closed
XGI
1356
XL Group Investments
Bermuda
– -$106M -418,397 Closed
Jane Street
1357
Jane Street
New York
– -$56.1M -221,889 Closed
SIMM
1358
Stillwater Investment Management (Minnesota)
Minnesota
– -$51.2M -202,436 Closed
HFS
1359
HL Financial Services
Kentucky
– -$23.1M -91,206 Closed
Susquehanna International Group
1360
Susquehanna International Group
Pennsylvania
– -$20.8M -82,101 Closed
TAT
1361
TD Ameritrade Trust
Colorado
– -$18.3M -70,779 Closed
ICOA
1362
Investment Centers of America
North Dakota
– -$17.4M -68,676 Closed
PP
1363
Prudential plc
United Kingdom
– -$17.2M -67,900 Closed
JGC
1364
J. Goldman & Co
New York
– -$9.36M -37,012 Closed
TRCT
1365
Tower Research Capital (TRC)
New York
– -$2.44M -9,663 Closed
ACM
1366
Argent Capital Management
Missouri
– -$1.75M -6,900 Closed
GS
1367
Girard Securities
California
– -$876K -3,458 Closed
SIA
1368
Starfire Investment Advisers
Michigan
– -$651K -2,576 Closed
PFO
1369
Pathstone Family Office
New Jersey
– -$634K -2,505 Closed
PFA
1370
Pure Financial Advisors
California
– -$619K -2,449 Closed
FAM
1371
Formidable Asset Management
Ohio
– -$619K -2,448 Closed
CIS
1372
Connors Investor Services
Pennsylvania
– -$487K -1,925 Closed
UWPG
1373
Ullmann Wealth Partners Group
Florida
– -$350K -1,611 Closed
EIA
1374
Edgemoor Investment Advisors
Maryland
– -$392K -1,550 Closed
PA
1375
Paracle Advisors
Washington
– -$360K -1,425 Closed
52 53 54
55
56