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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1376
Tradewinds Capital Management
Washington
$16K – – –
NC
1377
NewSquare Capital
Pennsylvania
$15K -$4.17K -15 -22%
WC
1378
Whitnell & Co
Illinois
$14K -$28K -106 -67%
AIS
1379
Accurate Investment Solutions
Pennsylvania
$14K -$4.76K -17 -25%
PK
1380
Pflug Koory
Nebraska
$13K +$13K +48 New
FGAM
1381
Financial Gravity Asset Management
Texas
$10K +$10K +36 New
MRCM
1382
M&R Capital Management
New Jersey
$10K +$10K +40 New
TFA
1383
Transamerica Financial Advisors
Florida
$9K -$3.94K -14 -30%
OGC
1384
Oak Grove Capital
New Hampshire
$9K – – –
JA
1385
JOYN Advisors
Georgia
$9K +$9K +33 New
WIM
1386
Westside Investment Management
California
$7.19K – – –
TSW
1387
Thompson Siegel & Walmsley
Virginia
$7K – – –
FIA
1388
FNY Investment Advisers
New York
$7K +$7K +29 New
SA
1389
SRH Advisors
Kansas
$4K – – –
BWA
1390
Burt Wealth Advisors
Maryland
$3K – – –
CIM
1391
Contravisory Investment Management
Massachusetts
$2K – – –
AFNAS
1392
American Financial Network Advisory Services
California
$1.46K +$53 +5 +4%
CA
1393
Centerpoint Advisors
Massachusetts
$1K – – –
PMG
1394
ProVise Management Group
Florida
$593 -$15 -55 -2%
FRA
1395
Front Row Advisors
California
$114 +$54 +192 +91%
Canada Pension Plan Investment Board
1396
Canada Pension Plan Investment Board
Ontario, Canada
– -$87.3M -329,000 Closed
FTIOP
1397
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$67M -252,505 Closed
AIG
1398
American International Group
New York
– -$51.9M -195,600 Closed
GT
1399
Glenmede Trust
Pennsylvania
– -$29.4M -109,506 Closed
STA
1400
Summit Trail Advisors
New York
– -$25.1M -96,600 Closed
54 55
56
57 58