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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 %
GAM
326
Gould Asset Management
California
$9.38M +$1.18M +5,265 +14%
EWM
327
Evercore Wealth Management
New York
$9.38M +$2.73M +12,146 +41%
AFG
328
Arkansas Financial Group
Arkansas
$9.37M +$707K +3,144 +8%
ANB
329
Amarillo National Bank
Texas
$9.21M +$1.09M +4,834 +13%
CAM
330
Capstone Asset Management
Texas
$9.06M -$1.31M -5,828 -13%
HW
331
Hancock Whitney
Mississippi
$9.05M +$2.98M +13,231 +49%
FNT
332
First National Trust
Pennsylvania
$9.01M +$192K +854 +2%
HCM
333
Hollencrest Capital Management
California
$9.01M -$368K -1,635 -4%
KSA
334
Ken Stern & Associates
California
$9.01M -$114K -507 -1%
KAM
335
Keeley Asset Management
Illinois
$8.95M +$251K +1,115 +3%
TCM
336
Towercrest Capital Management
Pennsylvania
$8.84M +$276K +1,225 +3%
AAS
337
Annex Advisory Services
Wisconsin
$8.83M +$435K +1,934 +5%
WCM
338
Weatherstone Capital Management
Colorado
$8.81M +$6.58M +29,254 +295%
CA
339
Capital Advantage
California
$8.78M -$786K -3,492 -8%
SBSB
340
Sullivan, Bruyette, Speros & Blaney
Virginia
$8.75M +$32.6K +145 +0.4%
SAM
341
Silvercrest Asset Management
New York
$8.62M +$122K +544 +1%
TFF
342
The Family Firm
Maryland
$8.62M -$124K -553 -1%
LPL Financial
343
LPL Financial
California
$8.53M +$469K +2,086 +6%
State Street
344
State Street
Massachusetts
$8.49M +$460K +2,044 +6%
PAM
345
PVG Asset Management
Colorado
$8.41M -$399K -1,773 -5%
CAM
346
Congress Asset Management
Massachusetts
$8.4M +$1.44M +6,415 +21%
MCM
347
Maryland Capital Management
Maryland
$8.36M +$334K +1,485 +4%
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$8.33M +$8.33M +37,019 New
EA
349
Elm Advisors
California
$8.28M -$312K -1,385 -4%
IH
350
IFC Holdings
Florida
$8.23M +$1M +4,453 +14%
12 13
14
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