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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,657 hedge funds and large institutions have $124B invested in iShares Core S&P 500 ETF in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 700 increasing their positions, 616 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,657
Holders Change
+31
Holders Change %
+1.91%
% of All Funds
36.39%
Holding in Top 10
540
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+2.66%
% of All Funds
11.86%
New
87
Increased
700
Reduced
616
Closed
42
Calls
$84.2M
Puts
$45.3M
Net Calls
+$39M
Net Calls Change
-$5.16M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.35B
2
BlackRock
BlackRock
New York
+$1.75B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$626M
4
Wells Fargo
Wells Fargo
California
+$478M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$475M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$987M
2
JRP
Jasper Ridge Partners
California
-$527M
3
USAA
United Services Automobile Association
Texas
-$470M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$370M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1626
Versant Capital Management
Arizona
$72K – – –
PG
1627
Proffitt & Goodson
Tennessee
$65K +$28.5K +95 +78%
HIIFS
1628
Harel Insurance Investments & Financial Services
Israel
$64K +$40.2K +135 +169%
Russell Investments Group
1629
Russell Investments Group
United Kingdom
$60K -$540K -1,800 -90%
GTAM
1630
Global Trust Asset Management
Florida
$47K – – –
GT
1631
Glenmede Trust
Pennsylvania
$44.3K +$5.45K +18,262 +14%
PCTC
1632
Perkins Coie Trust Company
Washington
$44K – – –
AIC
1633
Ayalon Insurance Company
Israel
$41K – – –
HGWM
1634
Harvest Group Wealth Management
Massachusetts
$34K -$15K -50 -31%
SL
1635
Salomon & Ludwin
Virginia
$33K – – –
HFM
1636
Hartford Financial Management
Connecticut
$32K – – –
LWA
1637
Lowe Wealth Advisors
Maryland
$32K – – –
BWL
1638
Bogart Wealth LLC
Virginia
$25K -$8.13K -27 -25%
LIA
1639
LS Investment Advisors
Michigan
$24K – – –
GCM
1640
Gables Capital Management
Florida
$23K – – –
JPLA
1641
Joseph P. Lucia & Associates
New York
$22K – – –
CBT
1642
Capital Bank & Trust
California
$22K – – –
CFN
1643
Cordasco Financial Network
Florida
$19K – – –
SFA
1644
Semmax Financial Advisors
North Carolina
$18K -$610 -2 -3%
TCM
1645
Tradewinds Capital Management
Washington
$17K – – –
WC
1646
Whitnell & Co
Illinois
$16K – – –
MSFP
1647
Mark Sheptoff Financial Planning
Connecticut
$16K – – –
GSC
1648
G&S Capital
Colorado
$16K +$16K +54 New
PK
1649
Pflug Koory
Nebraska
$14K – – –
GWAG
1650
Garrett Wealth Advisory Group
Texas
$8.96K +$8.96K +30 New
64 65
66
67 68