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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
126
Tarbox Family Office
California
$75.7M +$296K +1,102 +0.4%
AIG
127
American International Group
New York
$74.8M +$42.8M +159,200 +134%
TAM
128
Tiverton Asset Management
Delaware
$74.6M +$3.36M +12,500 +5%
RGIA
129
Rainier Group Investment Advisory
Washington
$74.6M +$2.22M +8,257 +3%
Axa
130
Axa
France
$74.6M +$269K +1,000 +0.4%
AII
131
AGF Investments Inc
Ontario, Canada
$73.1M +$5.38K +20 +0%
MFBTD
132
MB Financial Bank - Trust Department
Illinois
$73M +$2.73M +10,145 +4%
CA
133
Cetera Advisors
Colorado
$72.1M +$9.9M +36,812 +16%
SPC
134
Sigma Planning Corp
Michigan
$72M -$10.8M -40,331 -13%
BDF
135
Balasa Dinverno & Foltz
$70.2M -$678K -2,522 -1%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$69.8M +$67.3M +250,418 +2,765%
BFPW
137
BOK Financial Private Wealth
Colorado
$69.4M +$1.26M +4,701 +2%
FNBOH
138
First National Bank of Hutchinson
Kansas
$69M -$940K -3,497 -1%
FTIOP
139
Fiduciary Trust International of Pennsylvania
Pennsylvania
$67.2M -$108M -400,955 -62%
VCM
140
Verger Capital Management
North Carolina
$66.3M -$386K -1,436 -0.6%
Principal Financial Group
141
Principal Financial Group
Iowa
$64.8M +$28.1M +104,458 +77%
BSB
142
Bangor Savings Bank
Maine
$64.5M -$434K -1,616 -0.7%
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$64.3M +$11M +41,081 +21%
PCIG
144
Partners Capital Investment Group
Massachusetts
$63.8M -$12.5M -46,362 -16%
CGI
145
Cougar Global Investments
Ontario, Canada
$63.5M -$2.55M -9,482 -4%
MA
146
MUFG Americas
New York
$62.6M +$1.04M +3,886 +2%
KA
147
Klingman & Associates
New York
$62.4M +$922K +3,428 +1%
DILIC
148
Dai-ichi Life Insurance Company
Japan
$61M – – –
MCM
149
MAI Capital Management
Ohio
$60.8M +$2.62M +9,749 +5%
TIM
150
Tortoise Investment Management
New York
$59.8M -$659K -2,452 -1%
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