IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,163 hedge funds and large institutions have $80.8B invested in iShares Core S&P 500 ETF in 2017 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 520 increasing their positions, 403 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,163
Holders Change
+23
Holders Change %
+2.02%
% of All Funds
29.04%
Holding in Top 10
342
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.59%
% of All Funds
8.54%
New
77
Increased
520
Reduced
403
Closed
42
Calls
$33.9M
Puts
$9.9M
Net Calls
+$24M
Net Calls Change
+$6.52M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$6.98B
2
Wells Fargo
Wells Fargo
California
$6.81B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.97B
4
BlackRock
BlackRock
New York
$11.2B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.01B

Top Sellers

1
AC
Alleghany Corporation
New York
$0
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$249M
3
BOI
Bank of Italy
Italy
$992M
4
DCC
Dow Chemical Company
Michigan
$0
5
PAS
Park Avenue Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RGIA
126
Rainier Group Investment Advisory
Washington
$68.1M +$1.86M +7,355 +3%
TAM
127
Tiverton Asset Management
Delaware
$67M – – –
BDF
128
Balasa Dinverno & Foltz
$66.7M -$1M -3,972 -1%
FNBOH
129
First National Bank of Hutchinson
Kansas
$66.3M +$608K +2,389 +0.9%
MFBTD
130
MB Financial Bank - Trust Department
Illinois
$66.1M -$720K -2,846 -1%
Stifel Financial
131
Stifel Financial
Missouri
$65.9M -$821K -3,247 -1%
Two Sigma Investments
132
Two Sigma Investments
New York
$64.8M +$45.4M +179,400 +233%
JWM
133
Jackson Wealth Management
Florida
$64.1M +$4.27M +16,665 +7%
BFPW
134
BOK Financial Private Wealth
Colorado
$64.1M +$73.9K +292 +0.1%
VCM
135
Verger Capital Management
North Carolina
$62.7M -$8.18M -32,323 -12%
CGI
136
Cougar Global Investments
Ontario, Canada
$62.1M +$10.4M +41,183 +20%
SAS
137
Sage Advisory Services
Texas
$61.3M -$5.8M -22,942 -9%
BCM
138
Brookstone Capital Management
Illinois
$61.2M +$18.2M +71,772 +42%
BSB
139
Bangor Savings Bank
Maine
$61.1M +$520K +2,055 +0.9%
CWM
140
Calamos Wealth Management
Illinois
$60.1M +$4.75M +18,762 +9%
MA
141
Montag & Associates
Georgia
$59.4M +$2.64M +10,433 +5%
CA
142
Cetera Advisors
Colorado
$58.6M +$11.2M +44,388 +24%
MA
143
MUFG Americas
New York
$57.9M +$7.12M +28,153 +14%
KA
144
Klingman & Associates
New York
$57.8M +$3.27M +12,937 +6%
DILIC
145
Dai-ichi Life Insurance Company
Japan
$57.4M – – –
TIM
146
Tortoise Investment Management
New York
$56.9M +$323K +1,279 +0.6%
MIH
147
Madison Investment Holdings
Wisconsin
$56.3M -$10.4M -41,004 -16%
SC
148
Stratford Consulting
Texas
$56.2M +$1.88M +7,439 +3%
CCFCSB
149
Cape Cod Five Cents Savings Bank
Massachusetts
$56.1M +$350K +1,383 +0.6%
Jane Street
150
Jane Street
New York
$56.1M -$17.8M -70,207 -24%
4 5
6
7 8