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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,100 hedge funds and large institutions have $58.4B invested in iShares Core S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 488 increasing their positions, 359 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+34
Holders Change %
+3.19%
% of All Funds
27.42%
Holding in Top 10
314
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+5.02%
% of All Funds
7.83%
New
102
Increased
488
Reduced
359
Closed
54
Calls
$38.9M
Puts
$12.2M
Net Calls
+$26.6M
Net Calls Change
+$6.61M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.69B
2
Wells Fargo
Wells Fargo
California
+$1.07B
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.06B
4
AC
Allstate Corporation
Illinois
+$380M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$351M

Top Sellers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$707M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$431M
3
GI
Gradient Investments
Minnesota
-$210M
4
Goldman Sachs
Goldman Sachs
New York
-$163M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
176
Astor Investment Management
Illinois
$40.3M -$22.8M -95,945 -36%
GC
177
Gilbert & Cook
Iowa
$39.3M +$2.49M +10,506 +7%
HFBOT
178
Home Federal Bank of Tennessee
Tennessee
$39M -$32.5K -137 -0.1%
MWAC
179
Mariner Wealth Advisors (Cincinnati)
Ohio
$38.9M +$1.47M +6,206 +4%
AL
180
Aspiriant LLC
California
$38.2M -$4.02M -16,941 -10%
Geode Capital Management
181
Geode Capital Management
Massachusetts
$38.2M -$20.3M – –
GIA
182
Gateway Investment Advisers
Ohio
$37.4M +$22.3M +94,135 +148%
MCM
183
Makena Capital Management
California
$37.1M -$16.4M -68,940 -31%
FA
184
FDx Advisors
Illinois
$37M +$5.52M +23,271 +18%
DADC
185
D.A. Davidson & Co
Montana
$36.9M -$3.53M -14,895 -9%
CI
186
Conning Inc
Connecticut
$36.7M +$193K +813 +0.5%
CFG
187
Citizens Financial Group
Rhode Island
$36.4M -$2.76M -11,632 -7%
PFM
188
Phillips Financial Management
Indiana
$35.7M -$26.9K -115 -0.1%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$35.6M +$312K +1,317 +0.9%
GFPC
190
Global Financial Private Capital
Florida
$35.4M +$35.4M +149,027 New
PP
191
Palladium Partners
Virginia
$34.9M +$1.6M +6,750 +5%
CAG
192
Crestwood Advisors Group
Massachusetts
$34.7M -$2.26M -9,402 -6%
PP
193
Prudential plc
United Kingdom
$34.3M -$110M -462,900 -76%
NA
194
Nottingham Advisors
New York
$34M +$9.97K +42 +0%
AI
195
Atria Investments
North Carolina
$34M +$6.23M +26,263 +22%
HFS
196
HL Financial Services
Kentucky
$33.9M -$13.7M -57,596 -29%
BWP
197
BSW Wealth Partners
Colorado
$33.8M -$263K -1,107 -0.8%
MFIMFI
198
Mesirow Financial Investment Management - Fixed Income
Illinois
$33.2M +$33.2M +139,790 New
BOCM
199
Bontempo Ohly Capital Management
Maryland
$32.1M -$1.74M -7,333 -5%
CB
200
Community Bank
New York
$31M – – –
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