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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
$5.33B
2
Wells Fargo
Wells Fargo
California
$5.45B
3
BlackRock
BlackRock
New York
$9.93B
4
LPL Financial
LPL Financial
California
$688M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.41B

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$111M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$303M
3
SMFG
Sumitomo Mitsui Financial Group
Japan
$0
4
PPFA
Provida Pension Fund Administrator
Chile
$132M
5
AssetMark Inc
AssetMark Inc
California
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
201
Conning Inc
Connecticut
$37.8M +$150K +615 +0.4%
AL
202
Aspiriant LLC
California
$37.2M -$2M -8,223 -5%
BWP
203
BSW Wealth Partners
Colorado
$36.8M +$2.14M +8,809 +6%
PP
204
Palladium Partners
Virginia
$36.8M +$1M +4,110 +3%
CFG
205
Citizens Financial Group
Rhode Island
$36.6M -$687K -2,823 -2%
MCM
206
Makena Capital Management
California
$36.4M -$1.66M -6,840 -4%
GFPC
207
Global Financial Private Capital
Florida
$36.2M -$68.6K -282 -0.2%
CAG
208
Crestwood Advisors Group
Massachusetts
$35.2M -$712K -2,863 -2%
CIM
209
CIM Investment Management
Pennsylvania
$34.6M -$12.4M -50,828 -26%
NA
210
Nottingham Advisors
New York
$34.4M -$499K -2,050 -1%
SSB
211
Sandy Spring Bank
Maryland
$33.9M +$2.5M +10,261 +8%
IA
212
IFP Advisors
Florida
$33.5M +$11.9M +48,845 +55%
HFS
213
HL Financial Services
Kentucky
$33.2M -$1.56M -6,390 -4%
SIM
214
SSI Investment Management
California
$32.8M +$2.32M +9,516 +8%
TAM
215
Tyers Asset Management
Texas
$32.8M +$18.6M +76,296 +131%
BOCM
216
Bontempo Ohly Capital Management
Maryland
$32.2M -$720K -2,958 -2%
TCM
217
Twele Capital Management
Minnesota
$31.9M +$654K +2,688 +2%
CB
218
Community Bank
New York
$31.8M – – –
ONB
219
Old National Bancorp
Indiana
$31.7M +$8.07M +33,157 +34%
PFO
220
Pathstone Family Office
New Jersey
$31.2M +$18.5M +76,057 +146%
MWP
221
Moller Wealth Partners
$30.8M -$78.4K -322 -0.3%
CAN
222
Cetera Advisor Networks
California
$30.7M +$744K +3,057 +2%
AW
223
ACG Wealth
Georgia
$29.3M +$2.18M +8,964 +8%
BTS
224
BB&T Securities
Virginia
$28.7M +$8.27M +33,974 +40%
Principal Financial Group
225
Principal Financial Group
Iowa
$28.7M +$12.2M +50,259 +74%
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