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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,434 hedge funds and large institutions have $112B invested in iShares Core S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 91 funds opening new positions, 666 increasing their positions, 469 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+38
Holders Change %
+2.72%
% of All Funds
32.84%
Holding in Top 10
440
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+9.18%
% of All Funds
10.08%
New
91
Increased
666
Reduced
469
Closed
44
Calls
$69M
Puts
$20M
Net Calls
+$49.1M
Net Calls Change
-$20.5M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$3.86B
2
BlackRock
BlackRock
New York
+$1.58B
3
HA
Highland Associates
Alabama
+$485M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$392M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$344M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$736M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$529M
4
Wells Fargo
Wells Fargo
California
-$520M
5
Citigroup
Citigroup
New York
-$416M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
201
Watermark Asset Management
California
$47.6M -$1.07M -3,651 -2%
WA
202
Wealth Architects
California
$47.5M -$838K -2,863 -2%
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$47.4M +$374K +1,279 +0.8%
SS
204
Simplicity Solutions
Minnesota
$47M +$34.3M +117,174 +271%
PP
205
Prudential plc
United Kingdom
$47M +$47M +160,446 New
PFM
206
Phillips Financial Management
Indiana
$46.8M +$227K +773 +0.5%
JWM
207
Janiczek Wealth Management
Colorado
$46.5M -$988K -3,376 -2%
FA
208
Fiducient Advisors
Illinois
$45.6M -$2.45M -8,359 -5%
FWCM
209
Ferguson Wellman Capital Management
Oregon
$44.5M -$3.05M -10,426 -6%
CPO
210
Cerity Partners OCIO
New York
$44.4M -$2.43M -8,287 -5%
VF
211
Virtu Financial
New York
$44.4M +$42M +143,515 +1,790%
RI
212
RPTC Inc
Wyoming
$44.3M +$3.74M +12,775 +9%
GFP
213
Gryphon Financial Partners
Ohio
$44.2M +$355K +1,213 +0.8%
TLIC
214
Taiyo Life Insurance Company
Japan
$43M -$5.56M -19,000 -11%
ONB
215
Old National Bancorp
Indiana
$42.4M -$16.1M -54,837 -27%
PIM
216
Parker Investment Management
California
$42.2M -$117K -401 -0.3%
NA
217
Neuburgh Advisers
California
$41.9M +$1.41M +4,828 +3%
BWP
218
BSW Wealth Partners
Colorado
$41.3M +$229K +783 +0.6%
NA
219
NewEdge Advisors
Louisiana
$41.2M +$8.74M +29,848 +27%
CFG
220
Citizens Financial Group
Rhode Island
$40.5M -$890K -3,042 -2%
JWM
221
Jackson Wealth Management
Florida
$40.5M +$2.58M +8,808 +7%
AI
222
Accredited Investors
Minnesota
$40.1M -$3.38M -11,535 -8%
MMI
223
Matson Money Inc
Ohio
$40.1M – – –
FAAS
224
First Allied Advisory Services
California
$40M -$7.27M -24,830 -15%
ASN
225
Advisory Services Network
Georgia
$39.9M -$151K -517 -0.4%
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