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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,599 hedge funds and large institutions have $99.5B invested in iShares Core S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 719 increasing their positions, 459 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,599
Holders Change
+165
Holders Change %
+11.51%
% of All Funds
35.68%
Holding in Top 10
508
Holding in Top 10 Change
+68
Holding in Top 10 Change %
+15.45%
% of All Funds
11.34%
New
264
Increased
719
Reduced
459
Closed
80
Calls
$46.6M
Puts
$36.8M
Net Calls
+$9.84M
Net Calls Change
-$39.2M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$491M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$450M
3
Bank of America
Bank of America
North Carolina
+$368M
4
MCM
Moore Capital Management
New York
+$365M
5
BA
Bridgewater Associates
Connecticut
+$352M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
-$7.19B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.22B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$734M
4
Wells Fargo
Wells Fargo
California
-$541M
5
CIA
Choate Investment Advisors
Massachusetts
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
201
Prudential plc
United Kingdom
$46.5M +$6.12M +24,309 +15%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$46.3M +$1.15M +4,562 +3%
AC
203
AMS Capital
Brazil
$45.9M +$45.9M +182,600 New
UBS AM
204
UBS AM
Illinois
$45.3M +$1.5M +5,958 +3%
HFBOT
205
Home Federal Bank of Tennessee
Tennessee
$44.8M +$591K +2,350 +1%
CB
206
Commerce Bank
Missouri
$44.4M +$2.8M +11,115 +7%
GFP
207
Gryphon Financial Partners
Ohio
$44.3M +$6.33M +25,140 +17%
BAAM
208
Baker Avenue Asset Management
California
$42.7M +$41.3M +164,077 +2,886%
CC
209
Courier Capital
New York
$42.6M -$124K -491 -0.3%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$42.6M +$1.77M +7,028 +4%
HTC
211
Haverford Trust Company
Pennsylvania
$42.1M +$41.6M +165,478 +8,556%
PFM
212
Phillips Financial Management
Indiana
$41.9M +$1.82M +7,218 +5%
PP
213
Pegasus Partners
Wisconsin
$41.8M +$12.2M +48,524 +41%
PPFA
214
Provida Pension Fund Administrator
Chile
$41.8M -$101M -403,500 -71%
WMA
215
White Mountains Advisors
Connecticut
$41.7M – – –
SIM
216
SSI Investment Management
California
$40.8M -$3.02M -11,989 -7%
WA
217
Wealth Architects
California
$40.4M -$427K -1,696 -1%
FAAS
218
First Allied Advisory Services
California
$40.1M +$5.71M +22,684 +17%
MIH
219
Madison Investment Holdings
Wisconsin
$40M -$2.97M -11,823 -7%
WAM
220
Watermark Asset Management
California
$39.9M -$1M -3,994 -2%
REFI
221
Requisite Energy Fund I
Texas
$39.6M +$39.6M +157,302 New
RCM
222
Requisite Capital Management
Texas
$39.6M +$39.6M +157,302 New
JWM
223
Janiczek Wealth Management
Colorado
$38.9M -$1.06M -4,232 -3%
DCM
224
DeGreen Capital Management
Arizona
$38.9M -$34.8M -13,818 -47%
DWA
225
Divergent Wealth Advisors
Utah
$38.3M +$12.2M +48,580 +47%
7 8
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