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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 %
Simplex Trading
1576
Simplex Trading
Illinois
$28K +$28K +114 New
HFM
1577
Hartford Financial Management
Connecticut
$27K – – –
LWA
1578
Lowe Wealth Advisors
Maryland
$27K +$750 +3 +3%
MAM
1579
Meeder Asset Management
Ohio
$25K -$1.98K -8 -7%
OIA
1580
Optimum Investment Advisors
Illinois
$25K – – –
LIA
1581
LS Investment Advisors
Michigan
$20K -$6.25K -25 -24%
ACS
1582
Archford Capital Strategies
Illinois
$20K – – –
GCM
1583
Gables Capital Management
Florida
$19K – – –
MWA
1584
Meridian Wealth Advisors
Texas
$18K +$18K +70 New
TCM
1585
Tradewinds Capital Management
Washington
$14K – – –
AIIMS
1586
Analyst IMS Investment Management Services
Israel
$13.6K +$1.3K +5,177 +11%
WC
1587
Whitnell & Co
Illinois
$13K – – –
PFC
1588
Phocas Financial Corp
California
$13K – – –
PK
1589
Pflug Koory
Nebraska
$12K – – –
HIIFS
1590
Harel Insurance Investments & Financial Services
Israel
$12K +$6.78K +26 +130%
JA
1591
JOYN Advisors
Georgia
$8K – – –
TAIM
1592
TD Ameritrade Investment Management
Nebraska
$8K +$8K +33 New
WIM
1593
Westside Investment Management
California
$6.67K +$6.67K +26 New
SAM
1594
Shamrock Asset Management
Texas
$6K -$10.3K -43 -63%
BSG
1595
Black Swift Group
Colorado
$6K – – –
AIS
1596
Accurate Investment Solutions
Pennsylvania
$5K – – –
MSFP
1597
Mark Sheptoff Financial Planning
Connecticut
$4K +$4K +14 New
BWA
1598
Burt Wealth Advisors
Maryland
$3K – – –
NSG
1599
Nalls Sherbakoff Group
Tennessee
$3K +$3K +10 New
TFA
1600
Transamerica Financial Advisors
Florida
$2K -$10.4K -26 -84%
62 63
64
65 66