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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
126
Tarbox Family Office
California
$79.5M +$4.76M +17,922 +6%
RGIA
127
Rainier Group Investment Advisory
Washington
$78.2M +$4.55M +17,163 +6%
TF
128
TIAA FSB
Florida
$77.7M -$13M -48,984 -14%
BCM
129
Brookstone Capital Management
Illinois
$77.1M +$684K +2,578 +0.9%
SPC
130
Sigma Planning Corp
Michigan
$76.5M +$5.46M +20,586 +8%
Stifel Financial
131
Stifel Financial
Missouri
$74.6M -$1.87M -7,050 -2%
Axa
132
Axa
France
$73.8M +$162K +610 +0.2%
TAM
133
Tiverton Asset Management
Delaware
$73.6M – – –
CGI
134
Cougar Global Investments
Ontario, Canada
$72.6M +$9.96M +37,551 +16%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$69.6M +$16.1M +61,926 +30%
CNHF
136
Conrad N. Hilton Foundation
California
$69.5M -$9.55M -35,969 -12%
BDF
137
Balasa Dinverno & Foltz
$68.5M -$809K -3,047 -1%
BFPW
138
BOK Financial Private Wealth
Colorado
$67.3M -$1.2M -4,531 -2%
FTIOP
139
Fiduciary Trust International of Pennsylvania
Pennsylvania
$67M +$643K +2,424 +1%
MA
140
MUFG Americas
New York
$65.7M +$3.83M +14,416 +6%
FNBOH
141
First National Bank of Hutchinson
Kansas
$65.5M -$2.64M -9,957 -4%
KA
142
Klingman & Associates
New York
$65.3M +$3.71M +13,965 +6%
WAM
143
Wealthspire Advisors (Maryland)
Maryland
$65M +$1.48M +5,581 +2%
JFGIW
144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$65M +$11.1M +41,841 +21%
MCM
145
MAI Capital Management
Ohio
$64.8M +$4.78M +18,005 +8%
BSB
146
Bangor Savings Bank
Maine
$63.4M -$266K -1,001 -0.4%
MML Investors Services
147
MML Investors Services
Massachusetts
$63.1M -$121M -456,820 -66%
VFA
148
Voya Financial Advisors
Connecticut
$63M +$6M +22,943 +11%
DILIC
149
Dai-ichi Life Insurance Company
Japan
$60.2M – – –
VC
150
Vicus Capital
Pennsylvania
$60.2M +$1.61M +6,067 +3%
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