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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 %
LFR
326
Lehman Financial Resources
Pennsylvania
$5.79M – – –
Millennium Management
327
Millennium Management
New York
$5.69M +$2.63M +12,723 +86%
IC
328
Intersect Capital
California
$5.59M +$763K +3,692 +16%
CWA
329
Cypress Wealth Advisors
California
$5.58M +$32K +155 +0.6%
PCM
330
Parsons Capital Management
Rhode Island
$5.55M +$6.82K +33 +0.1%
LA
331
Lynch & Associates
Indiana
$5.54M +$163K +787 +3%
ICOA
332
Investment Centers of America
North Dakota
$5.51M +$824K +3,992 +18%
TCM
333
Towercrest Capital Management
Pennsylvania
$5.43M -$3.54M -17,155 -39%
BHIA
334
Birch Hill Investment Advisors
Massachusetts
$5.39M +$932K +4,509 +21%
CTC
335
Central Trust Company
Missouri
$5.31M -$513K -2,481 -9%
LPT
336
Legacy Private Trust
Wisconsin
$5.29M +$761K +3,682 +17%
BFA
337
Beaumont Financial Advisors
Massachusetts
$5.2M +$1.29M +6,202 +33%
HA
338
Harfst & Associates
Wyoming
$5.2M -$28.1K -136 -0.5%
HCC
339
Hirtle Callaghan & Co
Pennsylvania
$5.1M +$5.1M +24,700 New
JFA
340
JNBA Financial Advisors
Minnesota
$5.03M -$1.5M -7,255 -23%
CTA
341
Colonial Trust Advisors
South Carolina
$5.03M -$3.31K -16 -0.1%
WCM
342
Wealthcare Capital Management
Virginia
$5.02M +$384K +1,856 +8%
1IA
343
1834 Investment Advisors
Wisconsin
$5M +$136K +659 +3%
LC
344
Lubar & Co
Wisconsin
$4.96M – – –
KWMG
345
King Wealth Management Group
Florida
$4.85M +$687K +3,325 +17%
WP
346
WealthSource Partners
California
$4.85M +$4.85M +23,445 New
WCM
347
Windsor Capital Management
Arizona
$4.84M +$1.5M +7,254 +45%
SFG
348
StrategIQ Financial Group
Indiana
$4.8M +$137K +663 +3%
DG
349
Davidson & Garrard
Virginia
$4.71M +$1.76M +8,534 +60%
HT
350
Hefren-Tillotson
Pennsylvania
$4.64M -$11.5M -55,520 -71%
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