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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.69B
2
Wells Fargo
Wells Fargo
California
+$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.06B
4
AC
Allstate Corporation
Illinois
+$380M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$351M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$707M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
3
GI
Gradient Investments
Minnesota
-$210M
4
Goldman Sachs
Goldman Sachs
New York
-$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSB
126
Bangor Savings Bank
Maine
$55.4M +$2.22M +9,358 +4%
WBG
127
Wharton Business Group
Pennsylvania
$52.8M +$10.8M +45,685 +26%
PIM
128
Parker Investment Management
California
$52.7M +$133K +562 +0.3%
BOS
129
Bingham Osborn & Scarborough
California
$52.3M -$1.13M -4,764 -2%
MB
130
Mizuho Bank
Japan
$52.2M +$26.1M +110,000 +100%
JWM
131
Jackson Wealth Management
Florida
$52.1M +$1.21M +5,118 +2%
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$52.1M +$49.4M +208,075 +1,816%
TIM
133
Tortoise Investment Management
New York
$52.1M +$1.89M +7,954 +4%
CCFCSB
134
Cape Cod Five Cents Savings Bank
Massachusetts
$51.2M +$12.4M +52,356 +32%
K
135
Kemper
Illinois
$51.1M +$36.4M +153,238 +247%
SC
136
Stratford Consulting
Texas
$50.5M +$611K +2,577 +1%
MA
137
Montag & Associates
Georgia
$50.3M +$4.85M +20,426 +11%
FMWA
138
Forvis Mazars Wealth Advisors
Missouri
$49.4M -$1.39M -5,877 -3%
UBS AM
139
UBS AM
Illinois
$48.8M -$5.93M -24,997 -11%
HWA
140
Heritage Wealth Advisors
Virginia
$48.5M +$2.62M +11,056 +6%
SIMM
141
Stillwater Investment Management (Minnesota)
Minnesota
$48.4M +$1.46M +6,136 +3%
KA
142
Klingman & Associates
New York
$48.3M +$5.09M +21,454 +12%
BF
143
BOK Financial
Oklahoma
$47.8M -$1.98M -8,343 -4%
VC
144
Vicus Capital
Pennsylvania
$47.5M +$4.98M +20,980 +12%
TMNFIC
145
Tokio Marine & Nichido Fire Insurance Company
Japan
$47.5M – – –
WA
146
Wealth Architects
California
$46.7M +$1.01M +4,269 +2%
SPC
147
Sigma Planning Corp
Michigan
$46M +$7M +29,490 +18%
AII
148
AGF Investments Inc
Ontario, Canada
$45.8M -$39.9M -168,330 -47%
CIM
149
CIM Investment Management
Pennsylvania
$45.8M +$7.25M +30,565 +19%
MFS
150
McNamara Financial Services
Massachusetts
$45.7M -$961K -4,049 -2%
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