IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$7.3B
2
FCAS
First Command Advisory Services
Texas
$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.68B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.24B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.42B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$7.85B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$425M
3
JRP
Jasper Ridge Partners
California
$323M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
$800M
5
Barclays
Barclays
United Kingdom
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
126
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$82.9M +$16.1M +58,943 +24%
MML Investors Services
127
MML Investors Services
Massachusetts
$82.6M +$17.7M +64,757 +27%
TFO
128
Tarbox Family Office
California
$80.5M -$1.21M -4,448 -1%
RWP
129
RWA Wealth Partners
Massachusetts
$78.9M -$16.8M -61,397 -18%
AA
130
ALPS Advisors
Colorado
$77.5M -$6.36M -23,309 -8%
SPC
131
Sigma Planning Corp
Michigan
$76.3M -$2.45M -8,971 -3%
Axa
132
Axa
France
$76M +$65.3K +239 +0.1%
TAM
133
Tiverton Asset Management
Delaware
$75.8M – – –
MA
134
MUFG Americas
New York
$74.4M +$6.87M +25,144 +10%
CGI
135
Cougar Global Investments
Ontario, Canada
$73.9M -$846K -3,100 -1%
MCM
136
MAI Capital Management
Ohio
$72.3M +$5.58M +20,441 +8%
WAM
137
Wealthspire Advisors (Maryland)
Maryland
$70.7M +$3.8M +13,934 +6%
KA
138
Klingman & Associates
New York
$70.5M +$3.34M +12,231 +5%
TF
139
TIAA FSB
Florida
$69.9M -$10.1M -37,065 -13%
BDF
140
Balasa Dinverno & Foltz
$69M -$1.51M -5,532 -2%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$68.6M -$65.7M -240,460 -49%
VFA
142
Voya Financial Advisors
Connecticut
$67.7M +$2M +7,343 +3%
BFPW
143
BOK Financial Private Wealth
Colorado
$67.6M -$1.58M -5,799 -2%
FNBOH
144
First National Bank of Hutchinson
Kansas
$66.2M -$1.19M -4,367 -2%
BSB
145
Bangor Savings Bank
Maine
$66.1M +$889K +3,257 +1%
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$65.4M -$8.29M -30,217 -11%
AI
147
Atria Investments
North Carolina
$64.3M +$5.14M +18,819 +9%
TIM
148
Tortoise Investment Management
New York
$62.7M +$822K +3,010 +1%
PA
149
Parallel Advisors
California
$62.6M +$3.32M +12,153 +6%
VC
150
Vicus Capital
Pennsylvania
$62.2M +$235K +862 +0.4%
4 5
6
7 8