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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,140 hedge funds and large institutions have $70.3B invested in iShares Core S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 528 increasing their positions, 349 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+40
Holders Change %
+3.64%
% of All Funds
28.46%
Holding in Top 10
340
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+8.28%
% of All Funds
8.49%
New
85
Increased
528
Reduced
349
Closed
33
Calls
$24.4M
Puts
$6.84M
Net Calls
+$17.5M
Net Calls Change
-$9.13M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.17B
2
Wells Fargo
Wells Fargo
California
+$1.55B
3
BlackRock
BlackRock
New York
+$1.1B
4
LPL Financial
LPL Financial
California
+$678M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$575M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$1.13B
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$368M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
-$110M
4
PPFA
Provida Pension Fund Administrator
Chile
-$88.6M
5
AssetMark Inc
AssetMark Inc
California
-$78.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cetera Advisors
Colorado
$45.5M +$2.95M +12,122 +7%
CS
177
Comerica Securities
Michigan
$45.4M +$3.33M +13,682 +8%
AII
178
AGF Investments Inc
Ontario, Canada
$45.4M -$1.65M -6,786 -4%
GWM
179
Geneos Wealth Management
Colorado
$45.3M -$27.2M -112,115 -38%
Northern Trust
180
Northern Trust
Illinois
$44.5M +$2.57M +10,558 +6%
GT
181
Glenview Trust
Kentucky
$44.5M -$2.36M -9,709 -5%
WAM
182
Watermark Asset Management
California
$44.5M +$531K +2,180 +1%
DC
183
Deere & Company
Illinois
$44.4M -$1M -4,110 -2%
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$44.2M -$21.4M -87,993 -33%
FWCM
185
Ferguson Wellman Capital Management
Oregon
$42.7M -$528K -2,170 -1%
FCM
186
Flinton Capital Management
Pennsylvania
$41.7M +$23.6M +97,104 +131%
Barclays
187
Barclays
United Kingdom
$41.6M -$3.84M -15,782 -8%
GC
188
Gilbert & Cook
Iowa
$41.5M +$1.23M +5,045 +3%
BCM
189
Brookstone Capital Management
Illinois
$41.5M +$9.71M +39,890 +31%
AI
190
Accredited Investors
Minnesota
$41.1M -$3.3M -13,561 -7%
AIM
191
Astor Investment Management
Illinois
$40.9M -$366K -1,502 -0.9%
CC
192
Courier Capital
New York
$40.9M -$493K -2,027 -1%
HFBOT
193
Home Federal Bank of Tennessee
Tennessee
$40.6M +$564K +2,317 +1%
MWAC
194
Mariner Wealth Advisors (Cincinnati)
Ohio
$39.6M -$306K -1,256 -0.8%
Baird Financial Group
195
Baird Financial Group
Wisconsin
$39.4M +$2.9M +11,931 +8%
BOH
196
Bank of Hawaii
Hawaii
$39M -$6.92M -28,410 -15%
PFM
197
Phillips Financial Management
Indiana
$38.6M +$628K +2,520 +2%
SI
198
SII Investments
Wisconsin
$38.5M +$28.2M +115,976 +274%
AI
199
Atria Investments
North Carolina
$38.2M +$3.31M +13,606 +10%
DADC
200
D.A. Davidson & Co
Montana
$38M +$102K +419 +0.3%
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