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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
151
Tortoise Investment Management
New York
$60.1M +$1.11M +4,188 +2%
MFBTD
152
MB Financial Bank - Trust Department
Illinois
$59.9M -$12.1M -45,718 -17%
A
153
AdvicePeriod
California
$59.3M +$3.28M +12,379 +6%
CA
154
Cetera Advisors
Colorado
$59M -$12.2M -45,949 -17%
VCM
155
Verger Capital Management
North Carolina
$58.1M -$7.29M -27,471 -11%
PA
156
Parallel Advisors
California
$57.6M -$1.15M -4,343 -2%
CCFCSB
157
Cape Cod Five Cents Savings Bank
Massachusetts
$57.5M +$6.37K +24 +0%
AI
158
Atria Investments
North Carolina
$57.5M +$4.1M +15,449 +8%
SC
159
Stratford Consulting
Texas
$56.6M -$2.24M -8,454 -4%
MIH
160
Madison Investment Holdings
Wisconsin
$56.5M +$3.52M +13,259 +7%
GWM
161
Geneos Wealth Management
Colorado
$56.4M +$8.54M +32,335 +18%
MA
162
Montag & Associates
Georgia
$56.4M +$1.86M +7,015 +3%
WBG
163
Wharton Business Group
Pennsylvania
$55.8M -$66.3K -250 -0.1%
HWA
164
Heritage Wealth Advisors
Virginia
$55M +$2.82M +10,617 +5%
SIMM
165
Stillwater Investment Management (Minnesota)
Minnesota
$54.5M +$54.5M +205,354 New
Northern Trust
166
Northern Trust
Illinois
$54.4M +$3.26M +12,290 +6%
Mitsubishi UFJ Trust & Banking
167
Mitsubishi UFJ Trust & Banking
Japan
$53.2M +$33.8M +127,530 +175%
TMNFIC
168
Tokio Marine & Nichido Fire Insurance Company
Japan
$53.1M – – –
BF
169
BOK Financial
Oklahoma
$52.3M -$1.66M -6,242 -3%
AIG
170
American International Group
New York
$51.9M -$21.9M -82,600 -30%
BOH
171
Bank of Hawaii
Hawaii
$51.7M +$8.33M +31,380 +19%
CIM
172
CIM Investment Management
Pennsylvania
$51.4M +$4.12M +15,507 +9%
Baird Financial Group
173
Baird Financial Group
Wisconsin
$51.3M +$2.61M +9,833 +5%
MFS
174
McNamara Financial Services
Massachusetts
$51.2M -$197K -741 -0.4%
CS
175
Comerica Securities
Michigan
$51.1M -$4.8M -18,098 -9%
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