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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
$10B
2
BlackRock
BlackRock
New York
$17B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.67B
4
Wells Fargo
Wells Fargo
California
$7.75B
5
Allianz Asset Management
Allianz Asset Management
Germany
$2.37B

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.44B
2
JRP
Jasper Ridge Partners
California
$354M
3
USAA
United Services Automobile Association
Texas
$454M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$59.9M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$95.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
151
Mitsubishi UFJ Trust & Banking
Japan
$88.8M -$26.6M -89,118 -23%
CAL
152
Capital Analysts LLC
Pennsylvania
$87.7M +$15.1M +50,533 +21%
Janus Henderson Group
153
Janus Henderson Group
United Kingdom
$87.4M -$3.57M -11,975 -4%
CWM
154
Cahaba Wealth Management
Georgia
$84.8M +$6.02M +20,175 +8%
PP
155
Prudential plc
United Kingdom
$84.2M -$55.8M -187,056 -40%
KIM
156
Karpus Investment Management
New York
$83.8M +$3.2M +10,724 +4%
TAM
157
Tiverton Asset Management
Delaware
$82.8M – – –
MA
158
MUFG Americas
New York
$82.7M -$3.75M -12,571 -4%
RWP
159
RWA Wealth Partners
Massachusetts
$80M +$12.9M +43,149 +19%
SWM
160
SigFig Wealth Management
California
$79.7M +$31.7M +106,122 +66%
EPM
161
Elm Partners Management
Pennsylvania
$78.7M +$23.8M +79,868 +43%
CA
162
Cetera Advisors
Colorado
$78.7M +$1.45M +4,873 +2%
AssetMark Inc
163
AssetMark Inc
California
$75.7M -$65.1M -218,223 -46%
CA
164
Cortland Advisers
Delaware
$75.4M – – –
A
165
AdvicePeriod
California
$75.1M +$164K +551 +0.2%
CCM
166
Coldstream Capital Management
Washington
$74.6M +$7.86M +26,319 +12%
GC
167
Gilbert & Cook
Iowa
$73.2M +$3.76M +12,598 +5%
NA
168
Neuburgh Advisers
California
$72.7M -$6.2M -20,774 -8%
PFO
169
Pathstone Family Office
New Jersey
$72.3M -$329K -1,101 -0.5%
VFA
170
Voya Financial Advisors
Connecticut
$70.5M +$2.46M +8,267 +4%
VC
171
Vicus Capital
Pennsylvania
$70.5M +$352K +1,178 +0.5%
BSB
172
Bangor Savings Bank
Maine
$70M -$747K -2,504 -1%
MIH
173
Meitav Investment House
Israel
$69.4M +$7.07M +23,556 +11%
BL
174
Balentine LLC
Georgia
$68.9M -$708K -2,373 -1%
GFP
175
Gryphon Financial Partners
Ohio
$68.3M +$62.4K +209 +0.1%
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