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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,066 hedge funds and large institutions have $51.2B invested in iShares Core S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 514 increasing their positions, 268 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+113
Holders Change %
+11.86%
% of All Funds
26.69%
Holding in Top 10
299
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+18.18%
% of All Funds
7.49%
New
160
Increased
514
Reduced
268
Closed
34
Calls
$28.7M
Puts
$8.67M
Net Calls
+$20M
Net Calls Change
+$10.8M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$787M
2
Asset Management One
Asset Management One
Japan
+$685M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$429M
4
BlackRock
BlackRock
New York
+$379M
5
BFA
BlackRock Fund Advisors
California
+$291M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$662M
2
BIT
BlackRock Institutional Trust
California
-$380M
3
PP
Prudential plc
United Kingdom
-$158M
4
PPFA
Provida Pension Fund Administrator
Chile
-$127M
5
JRP
Jasper Ridge Partners
California
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
K
276
Kemper
Illinois
$14M – – –
RWM
277
Rezny Wealth Management
Florida
$13.8M -$3.78M -16,823 -22%
AIM
278
Acropolis Investment Management
Missouri
$13.7M -$152K -676 -1%
MFT
279
Moisand Fitzgerald Tamayo
Florida
$13.6M +$159K +706 +1%
SAM
280
Securian Asset Management
Minnesota
$13.6M – – –
BBHC
281
Brown Brothers Harriman & Co
New York
$13.4M -$19.8K -88 -0.1%
SIC
282
Salem Investment Counselors
North Carolina
$13.2M +$297K +1,322 +2%
CFGF
283
Compass Financial Group (Florida)
Florida
$13.2M -$495K -2,202 -4%
SIAM
284
Sterling Investment Advisors (Missouri)
Missouri
$13.2M -$192K -855 -1%
PA
285
Pinnacle Associates
New York
$12.9M +$464K +2,064 +4%
AIP
286
Ameritas Investment Partners
Nebraska
$12.9M +$2.24M +9,942 +21%
RIA
287
Regal Investment Advisors
Michigan
$12.8M +$7.81M +34,714 +157%
PBO
288
Peoples Bank (Ohio)
Ohio
$12.8M -$103K -458 -0.8%
WTC
289
WhitTier Trust Company
Nevada
$12.7M +$350K +1,554 +3%
CL
290
Choreo LLC
Illinois
$12.2M +$42.7K +190 +0.4%
CA
291
Cornerstone Advisory
Maryland
$12M -$16.6K -74 -0.1%
RCAG
292
Rehmann Capital Advisory Group
Michigan
$11.9M +$789K +3,509 +7%
FMBTD
293
First Midwest Bank Trust Division
Illinois
$11.8M +$3.3M +14,671 +39%
CIR
294
Clear Investment Research
Georgia
$11.7M +$860K +3,822 +8%
LGWM
295
Litman Gregory Wealth Management
California
$11.6M +$1.5M +6,682 +15%
HH
296
HWG Holdings
Texas
$11.5M +$10.4M +46,407 +961%
MWM
297
Modera Wealth Management
New Jersey
$11.4M -$158K -701 -1%
AC
298
Allstate Corporation
Illinois
$11.3M – – –
VCM
299
Vision Capital Management
Oregon
$11.2M +$1.08M +4,783 +11%
TG
300
Threshold Group
Washington
$11.2M -$219K -972 -2%
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