IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,599 hedge funds and large institutions have $99.5B invested in iShares Core S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,599
Holders Change
+165
Holders Change %
+11.51%
% of All Funds
35.68%
Holding in Top 10
508
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+15.45%
% of All Funds
11.34%
New
264
Increased
719
Reduced
459
Closed
80
Calls
$46.6M
Puts
$36.8M
Net Calls
+$9.84M
Net Calls Change
-$39.2M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$491M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$450M
3
Bank of America
Bank of America
North Carolina
+$368M
4
MCM
Moore Capital Management
New York
+$365M
5
BA
Bridgewater Associates
Connecticut
+$352M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$7.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$734M
4
Wells Fargo
Wells Fargo
California
-$541M
5
CIA
Choate Investment Advisors
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
1476
Blue Fin Capital
Rhode Island
$234K +$44.4K +177 +23%
JWBC
1477
J.W. Burns & Co
New York
$233K +$233K +927 New
BC
1478
Burney Company
Virginia
$232K -$68.2K -271 -23%
AC
1479
Avestar Capital
New York
$232K +$11.4K +46 +5%
JWM
1480
JGP Wealth Management
Oregon
$231K – – –
FA
1481
Fortis Advisors
Pennsylvania
$231K +$2.27K +9 +1%
SFSG
1482
Stearns Financial Services Group
North Carolina
$231K +$42.9K +170 +23%
FSA
1483
Financial Sense Advisors
California
$229K +$229K +909 New
VCM
1484
Virtue Capital Management
Tennessee
$228K -$154K -613 -40%
MG
1485
Mather Group
Illinois
$226K +$226K +900 New
WTFG
1486
Wells Trecaso Financial Group
Ohio
$225K -$24.7K -98 -10%
RWM
1487
Ritholtz Wealth Management
New York
$225K -$22.3K -89 -9%
BMM
1488
Berkshire Money Management
Massachusetts
$225K -$19.1K -76 -8%
GWS
1489
Glassman Wealth Services
Virginia
$224K -$56.9K -226 -20%
PA
1490
Paracle Advisors
Washington
$223K +$10.1K +40 +5%
PWM
1491
Patriot Wealth Management
Texas
$220K -$217K -860 -50%
BI
1492
Ballast Inc
Kentucky
$217K -$5.04K -20 -2%
CPA
1493
Clear Perspective Advisors
Illinois
$217K – – –
PGA
1494
Portland Global Advisors
Maine
$217K +$33.8K +134 +18%
CAL
1495
Capital Advisors Ltd
Ohio
$214K – – –
HHAA
1496
Henry H. Armstrong Associates
Pennsylvania
$214K – – –
FBA
1497
Front Barnett Associates
Illinois
$212K – – –
DWA
1498
Dougherty Wealth Advisers
Minnesota
$211K +$211K +775 New
SL
1499
Summitry LLC
California
$210K +$4.28K +17 +2%
SIM
1500
Sadoff Investment Management
Wisconsin
$210K +$210K +833 New
58 59
60
61 62