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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 %
MTB
1401
Mizuho Trust & Banking
Japan
– -$18.6M -70,000 Closed
TSS
1402
Two Sigma Securities
New York
– -$18.5M -69,617 Closed
BCM
1403
BTC Capital Management
Iowa
– -$16.8M -63,200 Closed
IUHSA
1404
Itau Unibanco Holding S.A.
Brazil
– -$12.1M -45,620 Closed
CA
1405
Cornerstone Advisors
North Carolina
– -$6.9M -26,000 Closed
EF
1406
Empirical Finance
Pennsylvania
– -$5.67M -19,913 Closed
DSN
1407
D. Scott Neal
Kentucky
– -$3.21M -12,084 Closed
FIMS
1408
FBL Investment Management Services
Iowa
– -$2.95M -11,115 Closed
ZB
1409
Zions Bancorporation
Utah
– -$2.59M -9,761 Closed
BG
1410
Bahl & Gaynor
Ohio
– -$2.34M -8,804 Closed
GCM
1411
Gator Capital Management
Florida
– -$2.04M -7,700 Closed
IAA
1412
Independent Advisor Alliance
North Carolina
– -$1.75M -7,430 Closed
NCM
1413
Nelson Capital Management
California
– -$1.66M -6,253 Closed
DACG
1414
Donor Advised Charitable Giving
California
– -$1.31M -4,949 Closed
TRCT
1415
Tower Research Capital (TRC)
New York
– -$1.19M -4,475 Closed
VNIM
1416
Vaughan Nelson Investment Management
Texas
– -$1.16M -4,375 Closed
IC
1417
Iconiq Capital
California
– -$962K -3,627 Closed
IIM
1418
Ipswich Investment Management
Massachusetts
– -$845K -3,185 Closed
CNBT
1419
Canandaigua National Bank & Trust
New York
– -$755K -2,846 Closed
LC
1420
LCNB Corp
Ohio
– -$714K -2,690 Closed
GKWIM
1421
Gerber Kawasaki Wealth & Investment Management
California
– -$635K -2,394 Closed
EP
1422
Edgestream Partners
New Jersey
– -$521K -1,963 Closed
GA
1423
Gateway Advisory
New Jersey
– -$494K -1,860 Closed
CIC
1424
Cornercap Investment Counsel
Georgia
– -$405K -1,523 Closed
FIM
1425
Frontier Investment Management
Texas
– -$388K -1,461 Closed
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