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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

932 hedge funds and large institutions have $39.9B invested in iShares Core S&P 500 ETF in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 388 increasing their positions, 336 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+30
Holders Change %
+3.33%
% of All Funds
24.91%
Holding in Top 10
249
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.62%
% of All Funds
6.65%
New
72
Increased
388
Reduced
336
Closed
33
Calls
$58.5M
Puts
$15.5M
Net Calls
+$43M
Net Calls Change
+$17.7M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$456M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$896M
3
QI
QS Investors
New York
$373M
4
PP
Prudential plc
United Kingdom
$243M
5
CS
Cisco Systems
California
$127M

Top Sellers

1
BlackRock
BlackRock
New York
$3.96B
2
LPL Financial
LPL Financial
California
$7.87M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$143M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$491M
5
NLI
Nippon Life Insurance
Japan
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
301
Annex Advisory Services
Wisconsin
$7.72M +$204K +971 +3%
MCM
302
Maryland Capital Management
Maryland
$7.59M +$63.6K +302 +0.8%
PSUF
303
People's United Financial
Connecticut
$7.5M +$450K +2,140 +6%
KAM
304
Keeley Asset Management
Illinois
$7.43M +$432K +2,054 +6%
SSWM
305
Sheets Smith Wealth Management
North Carolina
$7.39M +$330K +1,566 +5%
ANB
306
Amarillo National Bank
Texas
$7.35M +$36.4K +173 +0.5%
DE
307
Day & Ennis
Georgia
$7.29M -$240K -1,142 -3%
PWM
308
Perigon Wealth Management
California
$7.25M +$7.25M +34,444 New
PJSIMP
309
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.2M +$311K +1,478 +5%
TWA
310
TCI Wealth Advisors
Arizona
$7.17M +$35.6K +169 +0.5%
TCM
311
Towercrest Capital Management
Pennsylvania
$7.12M +$1.59M +7,560 +29%
VIA
312
Vantage Investment Advisors
Pennsylvania
$7.12M -$26.7K -127 -0.4%
IH
313
IFC Holdings
Florida
$7.03M -$108K -512 -2%
MPWT
314
MassMutual Private Wealth & Trust
Connecticut
$6.99M -$177K -840 -2%
SJIM
315
St. Johns Investment Management
Florida
$6.97M -$1.02M -4,864 -13%
KCM
316
Kanawha Capital Management
Virginia
$6.93M -$8.21K -39 -0.1%
FCBT
317
First Citizens Bank & Trust
North Carolina
$6.74M -$1.77M -8,388 -21%
RWG
318
Regal Wealth Group
California
$6.71M +$107K +506 +2%
WCM
319
Windsor Capital Management
Arizona
$6.62M +$1.69M +8,036 +34%
FA
320
FCG Advisors
New Jersey
$6.54M -$7.16K -34 -0.1%
State Street
321
State Street
Massachusetts
$6.45M -$8.05M -38,224 -56%
JFG
322
JMG Financial Group
Illinois
$6.45M +$489K +2,322 +8%
B
323
Bailard
California
$6.44M +$2.86M +13,588 +80%
PR
324
Payden & Rygel
California
$6.39M +$352K +1,670 +6%
NCM
325
Narwhal Capital Management
Georgia
$6.32M -$481K -2,286 -7%
11 12
13
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