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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 %
OGC
1351
Oak Grove Capital
New Hampshire
$9K +$9K +34 New
DZ Bank
1352
DZ Bank
Germany
$7K -$80 -288 -1%
TSW
1353
Thompson Siegel & Walmsley
Virginia
$7K – – –
WIM
1354
Westside Investment Management
California
$6.77K – – –
SA
1355
SRH Advisors
Kansas
$4K – – –
SWM
1356
SigFig Wealth Management
California
$4K +$2.67K +34,758 +200%
HS
1357
Horan Securities
United States
$3K – – –
BWA
1358
Burt Wealth Advisors
Maryland
$3K – – –
CIM
1359
Contravisory Investment Management
Massachusetts
$2K +$2K +8 New
AFNAS
1360
American Financial Network Advisory Services
California
$1.39K -$48.1K -4,631 -97%
CA
1361
Centerpoint Advisors
Massachusetts
$1K – – –
SWPG
1362
Strategic Wealth Partners Group
Illinois
$755 +$29 +110 +4%
CL
1363
Cabana LLC
Arkansas
$266 +$266 +986 New
SMFG
1364
Sumitomo Mitsui Financial Group
Japan
– -$162M -1,289,800 Closed
Balyasny Asset Management
1365
Balyasny Asset Management
Illinois
– -$134M -500,000 Closed
CFG
1366
CNO Financial Group
Indiana
– -$127M -471,437 Closed
AIM
1367
Astor Investment Management
Illinois
– -$21.8M -81,094 Closed
Janus Henderson Group
1368
Janus Henderson Group
United Kingdom
– -$21M -78,290 Closed
IH
1369
IFC Holdings
Florida
– -$20.4M -75,841 Closed
FMI
1370
Fiduciary Management Inc
Wisconsin
– -$14.6M -54,415 Closed
SI
1371
SII Investments
Wisconsin
– -$12.2M -45,435 Closed
Federated Hermes
1372
Federated Hermes
Pennsylvania
– -$10.4M -38,851 Closed
DS
1373
DRW Securities
Illinois
– -$9.35M -34,789 Closed
RCYC
1374
Richard C. Young & Co
Rhode Island
– -$8.13M -30,243 Closed
FTS
1375
Fifth Third Securities
Ohio
– -$6.47M -24,067 Closed
53 54
55
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