IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.17B
2
Wells Fargo
Wells Fargo
California
+$1.55B
3
BlackRock
BlackRock
New York
+$1.1B
4
LPL Financial
LPL Financial
California
+$678M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$575M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$368M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$88.6M
5
AssetMark Inc
AssetMark Inc
California
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFBTD
126
MB Financial Bank - Trust Department
Illinois
$64.3M +$3.37M +13,836 +6%
FNBOH
127
First National Bank of Hutchinson
Kansas
$64.2M +$3.65M +14,651 +6%
MIH
128
Madison Investment Holdings
Wisconsin
$64.2M -$2.15M -8,831 -3%
Stifel Financial
129
Stifel Financial
Missouri
$64.2M +$2.27M +9,332 +4%
RGIA
130
Rainier Group Investment Advisory
Washington
$63.7M -$7.53M -30,924 -11%
TFO
131
Tarbox Family Office
California
$63.1M +$3.85M +15,819 +7%
CPO
132
Cerity Partners OCIO
New York
$61.9M +$572K +2,350 +0.9%
WMA
133
White Mountains Advisors
Connecticut
$61.9M +$33.7M +138,500 +120%
BFPW
134
BOK Financial Private Wealth
Colorado
$61.6M +$406K +1,668 +0.7%
FTIOP
135
Fiduciary Trust International of Pennsylvania
Pennsylvania
$61.6M +$17.2M +70,670 +39%
SPC
136
Sigma Planning Corp
Michigan
$60.2M +$13M +53,471 +28%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$60.2M -$7.3M -30,004 -11%
VIM
138
VCU Investment Management
Virginia
$60.2M +$60.2M +247,255 New
BSB
139
Bangor Savings Bank
Maine
$58.3M +$1.5M +6,160 +3%
JWM
140
Jackson Wealth Management
Florida
$58.1M +$3.34M +13,409 +6%
Geode Capital Management
141
Geode Capital Management
Massachusetts
$57.5M -$38.2M – –
USAA
142
United Services Automobile Association
Texas
$55.7M -$1.63M -6,700 -3%
DILIC
143
Dai-ichi Life Insurance Company
Japan
$55.3M +$55.3M +227,039 New
MA
144
Montag & Associates
Georgia
$54.6M +$3.03M +12,449 +6%
TIM
145
Tortoise Investment Management
New York
$54.4M +$990K +4,068 +2%
ACM
146
Aviance Capital Management
Florida
$54.3M -$14M -57,352 -20%
CCFCSB
147
Cape Cod Five Cents Savings Bank
Massachusetts
$53.7M +$1.13M +4,646 +2%
HighTower Advisors
148
HighTower Advisors
Illinois
$53.6M +$9.43M +38,729 +21%
PIM
149
Parker Investment Management
California
$53.6M -$532K -2,185 -1%
CWM
150
Calamos Wealth Management
Illinois
$53.3M +$8.53M +35,025 +19%
4 5
6
7 8