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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,351 hedge funds and large institutions have $94.3B invested in iShares Core S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 524 increasing their positions, 437 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,351
Holders Change
+188
Holders Change %
+16.17%
% of All Funds
30.68%
Holding in Top 10
401
Holding in Top 10 Change
+59
Holding in Top 10 Change %
+17.25%
% of All Funds
9.11%
New
238
Increased
524
Reduced
437
Closed
37
Calls
$33.5M
Puts
$8.53M
Net Calls
+$25M
Net Calls Change
+$982K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.47B
2
Bank of America
Bank of America
North Carolina
+$1.38B
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.35B
4
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$493M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$441M

Top Sellers

1
BlackRock
BlackRock
New York
-$952M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$627M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$237M
4
SIM
Sentry Investment Management
Wisconsin
-$214M
5
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
-$192M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
201
Phillips Financial Management
Indiana
$42.9M -$338K -1,229 -0.8%
CI
202
Conning Inc
Connecticut
$41.7M – – –
ASN
203
Advisory Services Network
Georgia
$41.7M +$4.91M +18,266 +13%
AI
204
Accredited Investors
Minnesota
$41.6M -$1.83M -6,795 -4%
SSB
205
Sandy Spring Bank
Maryland
$40.6M +$1.83M +6,806 +5%
BWP
206
BSW Wealth Partners
Colorado
$39.7M -$450K -1,674 -1%
JFA
207
JNBA Financial Advisors
Minnesota
$39.7M +$700K +2,604 +2%
FAAS
208
First Allied Advisory Services
California
$38.8M -$1.25M -4,643 -3%
SIM
209
SSI Investment Management
California
$38.6M +$2.37M +8,811 +7%
CFG
210
Citizens Financial Group
Rhode Island
$38.5M -$385K -1,431 -1%
GFP
211
Gryphon Financial Partners
Ohio
$38.4M +$38.4M +142,673 New
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$38.3M +$774K +2,879 +2%
PP
213
Pegasus Partners
Wisconsin
$38.2M +$9.37M +34,854 +33%
NA
214
Nottingham Advisors
New York
$38M +$51.1K +190 +0.1%
CAG
215
Crestwood Advisors Group
Massachusetts
$37.3M -$1.69M -6,283 -4%
RIA
216
Rocaton Investment Advisors
Connecticut
$36.3M +$36.3M +134,832 New
TCM
217
Twele Capital Management
Minnesota
$35.8M +$495K +1,841 +1%
CB
218
Community Bank
New York
$35.2M +$32.3K +120 +0.1%
NB
219
Northwest Bancshares
Pennsylvania
$35M +$35M +130,130 New
SIM
220
Strategic Investment Management
Virginia
$34.6M – – –
HighTower Advisors
221
HighTower Advisors
Illinois
$34.5M -$21.9M -81,569 -39%
PAG
222
Private Advisor Group
New Jersey
$34.4M -$23.7M -87,134 -41%
ACM
223
Aviance Capital Management
Florida
$34.2M -$10.1M -37,456 -23%
MWP
224
Moller Wealth Partners
$34.2M +$334K +1,241 +1%
CAN
225
Cetera Advisor Networks
California
$34.1M +$860K +3,197 +3%
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