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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,396 hedge funds and large institutions have $97.5B invested in iShares Core S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 592 increasing their positions, 487 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,396
Holders Change
+33
Holders Change %
+2.42%
% of All Funds
32%
Holding in Top 10
403
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+1.77%
% of All Funds
9.24%
New
93
Increased
592
Reduced
487
Closed
45
Calls
$159M
Puts
$89.5M
Net Calls
+$69.6M
Net Calls Change
+$33.8M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$7.3B
2
FCAS
First Command Advisory Services
Texas
$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.68B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.24B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.42B

Top Sellers

1
Wells Fargo
Wells Fargo
California
$7.85B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$425M
3
JRP
Jasper Ridge Partners
California
$323M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
$800M
5
Barclays
Barclays
United Kingdom
$10M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Cetera Advisors
Colorado
$62M +$1.34M +4,901 +2%
DILIC
152
Dai-ichi Life Insurance Company
Japan
$62M – – –
A
153
AdvicePeriod
California
$61.2M +$199K +728 +0.3%
HWA
154
Heritage Wealth Advisors
Virginia
$60.5M +$3.92M +14,356 +7%
MA
155
Montag & Associates
Georgia
$59.8M +$1.84M +6,744 +3%
MFBTD
156
MB Financial Bank - Trust Department
Illinois
$59.7M -$1.99M -7,279 -3%
CCFCSB
157
Cape Cod Five Cents Savings Bank
Massachusetts
$59.4M +$160K +585 +0.3%
GWM
158
Geneos Wealth Management
Colorado
$59.2M +$954K +3,494 +2%
BF
159
BOK Financial
Oklahoma
$58.9M +$5.04M +18,457 +9%
Northern Trust
160
Northern Trust
Illinois
$58.7M +$2.74M +10,045 +5%
VCM
161
Verger Capital Management
North Carolina
$58.6M -$1.18M -4,320 -2%
BOH
162
Bank of Hawaii
Hawaii
$58M +$4.74M +17,365 +9%
SC
163
Stratford Consulting
Texas
$57.6M -$569K -2,085 -1%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$57.6M -$82.9M -303,695 -59%
CCM
165
Coldstream Capital Management
Washington
$56M +$4.22M +15,463 +8%
SIMM
166
Stillwater Investment Management (Minnesota)
Minnesota
$55.3M -$759K -2,780 -1%
CWM
167
Cahaba Wealth Management
Georgia
$55.2M +$5.82M +20,665 +12%
TMNFIC
168
Tokio Marine & Nichido Fire Insurance Company
Japan
$54.6M – – –
ONB
169
Old National Bancorp
Indiana
$54.5M +$6.46M +23,663 +13%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$54.5M +$1.65M +6,057 +3%
MIH
171
Madison Investment Holdings
Wisconsin
$53.8M -$4.31M -15,794 -7%
BTS
172
BB&T Securities
Virginia
$53.3M +$10.3M +37,880 +24%
GC
173
Gilbert & Cook
Iowa
$52.9M +$2.22M +8,134 +4%
CIM
174
CIM Investment Management
Pennsylvania
$52.5M -$350K -1,283 -0.7%
WBG
175
Wharton Business Group
Pennsylvania
$52.3M -$5.08M -18,598 -9%
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