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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
126
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$93.5M +$4.43M +15,116 +5%
LW
127
Linscomb Wealth
Texas
$93.1M +$136K +465 +0.1%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$93.1M +$19.6M +66,906 +27%
Northern Trust
129
Northern Trust
Illinois
$93M +$30M +102,560 +48%
PCIG
130
Partners Capital Investment Group
Massachusetts
$92.8M -$1.79M -6,116 -2%
TFO
131
Tarbox Family Office
California
$90.1M +$3.78M +12,902 +4%
RWP
132
RWA Wealth Partners
Massachusetts
$87.9M +$3.36M +11,464 +4%
Two Sigma Investments
133
Two Sigma Investments
New York
$87.6M +$69.1M +236,100 +374%
CAL
134
Capital Analysts LLC
Pennsylvania
$87.5M -$3.04M -10,378 -3%
AI
135
Atria Investments
North Carolina
$84.4M +$15.5M +52,934 +22%
SPC
136
Sigma Planning Corp
Michigan
$84.1M +$2.29M +7,834 +3%
MA
137
MUFG Americas
New York
$83.6M +$3.86M +13,172 +5%
CI
138
Conning Inc
Connecticut
$82.7M +$37.3M +127,289 +82%
MCM
139
MAI Capital Management
Ohio
$81.7M +$4.21M +14,388 +5%
BCM
140
Brookstone Capital Management
Illinois
$81.6M -$8.33M -28,452 -9%
Axa
141
Axa
France
$81.5M +$9.37K +32 +0%
TAM
142
Tiverton Asset Management
Delaware
$81.2M – – –
AA
143
ALPS Advisors
Colorado
$79.6M -$3.51M -11,994 -4%
FA
144
FDx Advisors
Illinois
$79.5M -$11.1M -38,010 -12%
KA
145
Klingman & Associates
New York
$77.9M +$2.32M +7,909 +3%
Barclays
146
Barclays
United Kingdom
$77.4M +$66.7M +227,801 +620%
WAM
147
Wealthspire Advisors (Maryland)
Maryland
$76.4M +$698K +2,384 +0.9%
CGI
148
Cougar Global Investments
Ontario, Canada
$76.1M -$3.05M -10,428 -4%
VFA
149
Voya Financial Advisors
Connecticut
$73.7M +$1,000K +3,414 +1%
BDF
150
Balasa Dinverno & Foltz
$72.2M -$1.82M -6,230 -2%
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