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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$8.71B
2
Bank of America
Bank of America
North Carolina
$8.8B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.7B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.6B

Top Sellers

1
BlackRock
BlackRock
New York
$10.9B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.51B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.73B
4
SIM
Sentry Investment Management
Wisconsin
$0
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Stratford Consulting
Texas
$59.6M -$164K -609 -0.3%
PA
152
Parallel Advisors
California
$59.5M +$3.71M +13,796 +7%
VC
153
Vicus Capital
Pennsylvania
$59.4M +$4.77M +17,737 +9%
VFA
154
Voya Financial Advisors
Connecticut
$58.8M +$906K +3,357 +2%
GI
155
Gradient Investments
Minnesota
$58.4M +$1.2M +4,460 +2%
CCFCSB
156
Cape Cod Five Cents Savings Bank
Massachusetts
$58.3M -$1.37M -5,092 -2%
PIM
157
Parker Investment Management
California
$57.8M +$13.8M +51,487 +32%
BTS
158
BB&T Securities
Virginia
$57.2M +$23.6M +87,897 +70%
Two Sigma Investments
159
Two Sigma Investments
New York
$57.1M -$11.9M -44,100 -17%
MIH
160
Meitav Investment House
Israel
$56.8M +$56.8M +211,620 New
A
161
AdvicePeriod
California
$56.8M +$56.8M +211,084 New
CS
162
Comerica Securities
Michigan
$56.6M +$2.69M +9,990 +5%
WBG
163
Wharton Business Group
Pennsylvania
$56.6M -$117K -434 -0.2%
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$55.6M -$18.8M -70,027 -25%
JWM
165
Janiczek Wealth Management
Colorado
$55.3M -$618K -2,297 -1%
MA
166
Montag & Associates
Georgia
$55.2M -$7.89M -29,361 -13%
LNC
167
Lincoln National Corp
Pennsylvania
$54.9M +$32.7M +121,463 +147%
BF
168
BOK Financial
Oklahoma
$54.7M -$600K -2,231 -1%
JFGIW
169
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54.6M +$23.3M +86,592 +74%
WMA
170
White Mountains Advisors
Connecticut
$54.2M – – –
AI
171
Atria Investments
North Carolina
$54.1M +$6.52M +24,238 +14%
TMNFIC
172
Tokio Marine & Nichido Fire Insurance Company
Japan
$53.8M – – –
N
173
Natixis
France
$53.7M – – –
MIH
174
Madison Investment Holdings
Wisconsin
$53.7M -$6.2M -23,069 -10%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$53.2M -$5.12M -19,031 -9%
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