IVV icon

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 %
CWA
1401
Cypress Wealth Advisors
California
– -$365K -1,358 Closed
KJWM
1402
Kiley Juergens Wealth Management
Washington
– -$316K -1,178 Closed
CSIA
1403
Charles Schwab Investment Advisory
California
– -$317K -1,177 Closed
PTC
1404
Philadelphia Trust Company
Pennsylvania
– -$299K -1,111 Closed
Renaissance Technologies
1405
Renaissance Technologies
New York
– -$296K -1,100 Closed
LSAG
1406
Lake Street Advisors Group
New Hampshire
– -$296K -1,099 Closed
NB
1407
NBT Bank
New York
– -$293K -1,088 Closed
LI
1408
LVZ Inc
Michigan
– -$269K -1,000 Closed
WA
1409
WealthTrust Axiom
Pennsylvania
– -$247K -922 Closed
FFWA
1410
FRG Family Wealth Advisors
Washington
– -$242K -900 Closed
ACM
1411
Advisors Capital Management
New Jersey
– -$242K -900 Closed
GD
1412
Grandfield & Dodd
New York
– -$233K -865 Closed
KFA
1413
Kays Financial Advisory
Georgia
– -$217K -809 Closed
FC
1414
Forte Capital
New York
– -$216K -807 Closed
RMCM
1415
Reynders McVeigh Capital Management
Massachusetts
– -$208K -774 Closed
CT
1416
CMT Trading
Illinois
– -$204K -758 Closed
HFA
1417
HC Financial Advisors
California
– -$202K -751 Closed
WIC
1418
Woodmont Investment Counsel
Tennessee
– -$200K -745 Closed
FM
1419
Forward Management
California
– -$105K -389 Closed
CMO
1420
Covenant Multifamily Offices
Texas
– -$75K -280 Closed
UOTTAIMCU
1421
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$44K -162 Closed
HR
1422
Howe & Rusling
New York
– -$39K -145 Closed
NPC
1423
National Planning Corporation
California
– -$21.3K -79 Closed
IP
1424
Isthmus Partners
Wisconsin
– -$2K -8 Closed
HIIFS
1425
Harel Insurance Investments & Financial Services
Israel
– -$1K -4 Closed
53 54 55 56
57