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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

902 hedge funds and large institutions have $38.8B invested in iShares Core S&P 500 ETF in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 383 increasing their positions, 326 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
24.07%
Holding in Top 10
238
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.67%
% of All Funds
6.35%
New
66
Increased
383
Reduced
326
Closed
59
Calls
$38M
Puts
$12.7M
Net Calls
+$25.3M
Net Calls Change
+$20.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$695M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$320M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
4
BIT
BlackRock Institutional Trust
California
+$175M
5
NLI
Nippon Life Insurance
Japan
+$119M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$646M
2
PPFA
Provida Pension Fund Administrator
Chile
-$338M
3
BFA
BlackRock Fund Advisors
California
-$158M
4
PPA
Parametric Portfolio Associates
Washington
-$114M
5
BIM
BlackRock Investment Management
Delaware
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
301
Bristlecone Advisors
Washington
$6.92M -$217K -1,049 -3%
KAM
302
Keeley Asset Management
Illinois
$6.87M +$5.86M +28,359 +579%
CIR
303
Clear Investment Research
Georgia
$6.87M +$253K +1,224 +4%
BCM
304
Beck Capital Management
Texas
$6.84M +$2.29M +11,062 +50%
KCM
305
Kanawha Capital Management
Virginia
$6.81M -$5.17K -25 -0.1%
PJSIMP
306
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.77M +$280K +1,356 +4%
NCM
307
Narwhal Capital Management
Georgia
$6.68M +$932K +4,512 +16%
CFC
308
Coyle Financial Counsel
Illinois
$6.54M -$1.73M -8,394 -21%
RWG
309
Regal Wealth Group
California
$6.48M +$4.75K +23 +0.1%
FA
310
FCG Advisors
New Jersey
$6.43M +$306K +1,481 +5%
WSFS
311
Wilmington Savings Fund Society
Delaware
$6.39M -$263K -1,274 -4%
GWM
312
Geneos Wealth Management
Colorado
$6.37M +$6.37M +30,620 New
PP
313
PDT Partners
New York
$6.2M +$6.2M +30,000 New
ST
314
Sageworth Trust
Pennsylvania
$6.19M – – –
SC
315
Savant Capital
Illinois
$6.12M -$91.3K -442 -1%
CW
316
Cobiz Wealth
Colorado
$6.06M -$199K -964 -3%
FNT
317
First National Trust
Pennsylvania
$6.01M +$1.05M +5,059 +21%
FNBT
318
FineMark National Bank & Trust
Florida
$6.01M -$495K -2,397 -8%
SG Americas Securities
319
SG Americas Securities
New York
$5.99M +$2.59M +12,509 +76%
CB
320
Chemical Bank
Michigan
$5.96M -$100K -484 -2%
EWM
321
Evercore Wealth Management
New York
$5.93M -$1.61M -7,786 -21%
PR
322
Payden & Rygel
California
$5.92M +$1.14M +5,520 +24%
JFG
323
JMG Financial Group
Illinois
$5.85M +$25.2K +122 +0.4%
MWP
324
Moller Wealth Partners
$5.84M -$18.8M -91,030 -76%
FAAS
325
First Allied Advisory Services
California
$5.79M -$1.97M -9,547 -25%
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