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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 %
SFA
1551
Stewardship Financial Advisors
Georgia
$90K -$6.05K -24 -6%
FGC
1552
Financial Gravity Companies
Texas
$82K +$82K +303 New
WAS
1553
Winch Advisory Services
Wisconsin
$81K +$500 +2 +0.6%
YWP
1554
YorkBridge Wealth Partners
New York
$80K – – –
QFA
1555
Quattro Financial Advisors
Texas
$72.4K -$263 -1 -0.4%
LPC
1556
Loeb Partners Corp
New York
$72K +$72K +284 New
BWL
1557
Bogart Wealth LLC
Virginia
$69K +$69K +278 New
WAM
1558
Wakefield Asset Management
Colorado
$65K -$3.57M -14,159 -98%
VCM
1559
Versant Capital Management
Arizona
$60K -$233K -940 -80%
MCM
1560
Manchester Capital Management
Vermont
$58K – – –
SIAG
1561
Signet Investment Advisory Group
Rhode Island
$57K +$57K +230 New
AIM
1562
Anchor Investment Management
South Carolina
$56.6K – – –
BWM
1563
Baystate Wealth Management
Massachusetts
$56K -$167K -618 -75%
HH
1564
HWG Holdings
Texas
$53K -$6.04M -23,814 -99%
IAS
1565
INR Advisory Services
Pennsylvania
$53K +$53K +211 New
HPC
1566
HM Payson & Co
Maine
$50K -$192K -766 -79%
CG
1567
Cutler Group
California
$42K +$42K +167 New
GTAM
1568
Global Trust Asset Management
Florida
$41K +$25.2K +100 +159%
PCTC
1569
Perkins Coie Trust Company
Washington
$37K – – –
AIM
1570
Arcadia Investment Management
Michigan
$36K -$477K -1,922 -93%
CWM
1571
Catamount Wealth Management
Connecticut
$36K – – –
NA
1572
NewEdge Advisors
Louisiana
$35.6K +$226 +899 +0.6%
GT
1573
Glenmede Trust
Pennsylvania
$31.9K +$5.33K +21,174 +20%
FIMS
1574
FBL Investment Management Services
Iowa
$29K -$2.41M -9,550 -99%
SL
1575
Salomon & Ludwin
Virginia
$28K +$28K +111 New
61 62
63
64 65