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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 %
PFM
201
Phillips Financial Management
Indiana
$43.4M +$484K +1,769 +1%
CI
202
Conning Inc
Connecticut
$42.4M – – –
HighTower Advisors
203
HighTower Advisors
Illinois
$41.7M -$1.74M -6,375 -4%
TNB
204
Thomasville National Bank
Georgia
$41.3M +$10.7M +39,189 +35%
HFS
205
HL Financial Services
Kentucky
$41.3M +$4.26M +15,605 +12%
N
206
Natixis
France
$41M – – –
GFP
207
Gryphon Financial Partners
Ohio
$40.9M +$1.87M +6,842 +5%
AI
208
Accredited Investors
Minnesota
$40.6M -$788K -2,885 -2%
CB
209
Commerce Bank
Missouri
$40.1M +$8.08M +29,603 +25%
NA
210
Nottingham Advisors
New York
$39.9M – – –
PIM
211
Parker Investment Management
California
$39.5M -$198K -724 -0.5%
ASN
212
Advisory Services Network
Georgia
$39M -$6.16M -21,614 -14%
Chevy Chase Trust
213
Chevy Chase Trust
Maryland
$38.8M -$9.17M -33,581 -19%
Stifel Financial
214
Stifel Financial
Missouri
$38.7M -$38.1M -139,496 -50%
CFG
215
Citizens Financial Group
Rhode Island
$38.6M +$70.7K +259 +0.2%
BWP
216
BSW Wealth Partners
Colorado
$38.3M +$1.74M +6,370 +5%
CB
217
Community Bank
New York
$38.1M – – –
RI
218
RPTC Inc
Wyoming
$37.8M – – –
NA
219
Neuburgh Advisers
California
$37.8M +$12M +43,996 +47%
MMI
220
Matson Money Inc
Ohio
$37.4M +$19.6M +71,878 +111%
WT
221
Whittier Trust
California
$37.4M +$6.24M +22,844 +20%
CAN
222
Cetera Advisor Networks
California
$37.2M -$7.22M -26,454 -16%
JWM
223
Jackson Wealth Management
Florida
$37M -$3.52M -12,283 -9%
CAG
224
Crestwood Advisors Group
Massachusetts
$36.9M +$239K +841 +0.7%
TCM
225
Twele Capital Management
Minnesota
$36.6M +$102K +375 +0.3%
7 8
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