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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
+$3.51B
2
FCAS
First Command Advisory Services
Texas
+$1.44B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$560M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$545M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$397M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.03B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$729M
3
JRP
Jasper Ridge Partners
California
-$246M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$231M
5
Barclays
Barclays
United Kingdom
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWAC
176
Mariner Wealth Advisors (Cincinnati)
Ohio
$52.2M +$4.71M +17,252 +10%
CS
177
Comerica Securities
Michigan
$52.2M -$597K -2,175 -1%
UBS AM
178
UBS AM
Illinois
$52M -$439K -1,606 -0.8%
SIM
179
SSI Investment Management
California
$51.8M +$3.93M +14,390 +8%
MFS
180
McNamara Financial Services
Massachusetts
$51.7M -$952K -3,488 -2%
GT
181
Glenview Trust
Kentucky
$51M +$1.41M +5,161 +3%
CIBC Private Wealth Group
182
CIBC Private Wealth Group
Georgia
$50.5M -$860K -3,150 -2%
FMWA
183
Forvis Mazars Wealth Advisors
Missouri
$49.4M -$381K -1,394 -0.8%
State of Wisconsin Investment Board
184
State of Wisconsin Investment Board
Wisconsin
$48.3M +$48.3M +177,000 New
HFBOT
185
Home Federal Bank of Tennessee
Tennessee
$48.1M +$1.13M +4,128 +2%
AII
186
AGF Investments Inc
Ontario, Canada
$46.9M +$2.73K +10 +0%
DADC
187
D.A. Davidson & Co
Montana
$45.7M -$709K -2,596 -2%
WAM
188
Watermark Asset Management
California
$45.4M -$592K -2,168 -1%
TLIC
189
Taiyo Life Insurance Company
Japan
$45.3M – – –
WMA
190
White Mountains Advisors
Connecticut
$45.2M – – –
CC
191
Courier Capital
New York
$45.2M -$33.6K -123 -0.1%
WA
192
Wealth Architects
California
$45.1M -$2.03M -7,435 -4%
FA
193
Fiducient Advisors
Illinois
$44.8M +$371K +1,360 +0.8%
CNHF
194
Conrad N. Hilton Foundation
California
$44.7M -$26.9M -98,459 -38%
FWCM
195
Ferguson Wellman Capital Management
Oregon
$44.3M -$57.9K -212 -0.1%
JWM
196
Janiczek Wealth Management
Colorado
$44.3M +$171K +628 +0.4%
SSB
197
Sandy Spring Bank
Maryland
$44.1M +$1.88M +6,879 +4%
FAAS
198
First Allied Advisory Services
California
$44M +$1.74M +6,373 +4%
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$43.9M +$6.34M +23,217 +17%
CPO
200
Cerity Partners OCIO
New York
$43.7M -$1.26M -4,629 -3%
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