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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,363 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 533 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+12
Holders Change %
+0.89%
% of All Funds
31.28%
Holding in Top 10
396
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.25%
% of All Funds
9.09%
New
86
Increased
584
Reduced
533
Closed
62
Calls
$62.6M
Puts
$26.8M
Net Calls
+$35.8M
Net Calls Change
+$10.7M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$848M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$535M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$286M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$277M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$208M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.01B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$402M
3
AC
Allstate Corporation
Illinois
-$304M
4
VA
Valmark Advisers
Ohio
-$294M
5
QI
QS Investors
New York
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
201
HighTower Advisors
Illinois
$42.2M +$8.16M +30,748 +24%
ASN
202
Advisory Services Network
Georgia
$42M +$905K +3,410 +2%
BTS
203
BB&T Securities
Virginia
$41.7M -$14.8M -55,667 -26%
CI
204
Conning Inc
Connecticut
$41.2M – – –
FAAS
205
First Allied Advisory Services
California
$41.2M +$2.85M +10,740 +7%
SSB
206
Sandy Spring Bank
Maryland
$41M +$969K +3,653 +2%
PFM
207
Phillips Financial Management
Indiana
$41M +$176K +671 +0.4%
AI
208
Accredited Investors
Minnesota
$40.2M -$881K -3,320 -2%
NA
209
Nottingham Advisors
New York
$39.9M +$2.4M +9,036 +6%
N
210
Natixis
France
$39.8M -$13.3M -50,000 -25%
PP
211
Pegasus Partners
Wisconsin
$38.8M +$1.15M +4,329 +3%
PIM
212
Parker Investment Management
California
$38.6M -$18.4M -69,406 -32%
GFP
213
Gryphon Financial Partners
Ohio
$37.9M +$41.7K +157 +0.1%
JWM
214
Jackson Wealth Management
Florida
$37.6M -$4.31M -16,244 -10%
CFG
215
Citizens Financial Group
Rhode Island
$37.5M -$539K -2,030 -1%
AL
216
Aspiriant LLC
California
$37.5M +$15.5M +58,457 +71%
CB
217
Community Bank
New York
$37M +$2.26M +8,500 +6%
RI
218
RPTC Inc
Wyoming
$36.8M +$7.61M +28,669 +26%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$36.5M -$1.34M -5,032 -4%
JFA
220
JNBA Financial Advisors
Minnesota
$36.4M -$2.75M -10,354 -7%
HFS
221
HL Financial Services
Kentucky
$36M +$36M +135,579 New
BWP
222
BSW Wealth Partners
Colorado
$35.6M -$3.57M -13,441 -9%
TCM
223
Twele Capital Management
Minnesota
$35.5M +$179K +676 +0.5%
PAG
224
Private Advisor Group
New Jersey
$34.6M +$981K +3,696 +3%
CAG
225
Crestwood Advisors Group
Massachusetts
$34.3M -$2.55M -9,624 -7%
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