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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 %
MLL
1351
Moody Lynn & Lieberson
Massachusetts
$530K – – –
ODG
1352
O'Dell Group
Ohio
$530K +$530K +1,776 New
WA
1353
Wambolt & Associates
Colorado
$525K – – –
PCM
1354
Princeton Capital Management
New Jersey
$522K – – –
Luther King Capital Management (LKCM)
1355
Luther King Capital Management (LKCM)
Texas
$521K -$367K – –
MC
1356
Moors & Cabot
Massachusetts
$519K +$302K +1,010 +139%
WA
1357
WBH Advisory
Maryland
$518K -$8.95K -30 -2%
BC
1358
Burney Company
Virginia
$518K +$78.3K +262 +18%
QCIG
1359
Quad-Cities Investment Group
Iowa
$513K +$39.1K +131 +8%
NFC
1360
Northeast Financial Consultants
Connecticut
$513K +$304K +1,018 +145%
LA
1361
LexAurum Advisors
Kansas
$511K +$21.5K +72 +4%
PGA
1362
Portland Global Advisors
Maine
$510K +$47.4K +159 +10%
AEPG
1363
American Economic Planning Group
New Jersey
$507K -$10.7K -36 -2%
JSA
1364
Jacobson & Schmitt Advisors
Wisconsin
$506K -$299 -1 -0.1%
CCB
1365
Cutter & Co Brokerage
Missouri
$501K -$17.6K -59 -3%
MIG
1366
McGuire Investment Group
Rhode Island
$498K -$96.1K -322 -16%
CIM
1367
Confluence Investment Management
Missouri
$497K -$31K -104 -6%
LG
1368
Leuthold Group
Minnesota
$497K +$8.35K +28 +2%
IIA
1369
IPG Investment Advisors
California
$490K – – –
CS
1370
Cannell & Spears
New York
$485K – – –
HCA
1371
Harbour Capital Advisors
Virginia
$484K +$100K +335 +26%
WA
1372
Wealthstar Advisors
Texas
$481K +$94.2K +315 +24%
AAIM
1373
Asset Advisors Investment Management
Georgia
$479K – – –
MAA
1374
Matrix Asset Advisors
New York
$474K – – –
H
1375
HoyleCohen
California
$473K +$21.8K +73 +5%
53 54
55
56 57