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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
+$360M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$311M
3
QI
QS Investors
New York
+$207M
4
PP
Prudential plc
United Kingdom
+$134M
5
CS
Cisco Systems
California
+$127M

Top Sellers

1
BlackRock
BlackRock
New York
-$559M
2
LPL Financial
LPL Financial
California
-$459M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$278M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$187M
5
NLI
Nippon Life Insurance
Japan
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCC
351
Hirtle Callaghan & Co
Pennsylvania
$5.2M – – –
ZB
352
Zions Bancorporation
Utah
$5.17M +$1.18M +5,560 +30%
LC
353
Lubar & Co
Wisconsin
$5.14M – – –
ATC
354
Argent Trust Co
Tennessee
$5.12M +$1.42M +6,723 +38%
KWMG
355
King Wealth Management Group
Florida
$5.05M +$112K +531 +2%
WCM
356
Wealthcare Capital Management
Virginia
$5.04M -$77.9K -370 -2%
MML Investors Services
357
MML Investors Services
Massachusetts
$5.03M +$446K +2,119 +10%
CTA
358
Colonial Trust Advisors
South Carolina
$5.01M -$119K -567 -2%
KL
359
KWMG LLC
Kansas
$4.99M +$900K +4,277 +22%
AF
360
Affiance Financial
Minnesota
$4.85M +$1.84M +8,755 +61%
CAM
361
Congress Asset Management
Massachusetts
$4.83M +$953K +4,525 +25%
BTS
362
BB&T Securities
Virginia
$4.71M +$2.64M +12,548 +128%
PWLP
363
Prio Wealth Limited Partnership
Massachusetts
$4.71M +$221K +1,050 +5%
WP
364
WMS Partners
Maryland
$4.69M +$1.9K +9 +0%
VNIM
365
Vaughan Nelson Investment Management
Texas
$4.66M +$1.81M +8,615 +64%
BPC
366
Banque Pictet & Cie
Switzerland
$4.58M +$2.19M +10,390 +92%
PFG
367
Pacific Financial Group
Washington
$4.55M +$4.55M +21,617 New
FC
368
Financial Consulate
Maryland
$4.54M +$347K +1,647 +8%
CWM
369
Concert Wealth Management
California
$4.47M -$113K -539 -2%
KF
370
Krilogy Financial
Missouri
$4.46M +$402K +1,908 +10%
RTS
371
Round Table Services
New Jersey
$4.4M +$1.27M +6,033 +41%
DW
372
Domani Wealth
Pennsylvania
$4.36M +$29.7K +141 +0.7%
MFP
373
Mosaic Financial Partners
California
$4.35M -$82.3K -391 -2%
AA
374
Ancora Advisors
Ohio
$4.32M +$159K +756 +4%
CIR
375
Clear Investment Research
Georgia
$4.28M -$2.72M -12,903 -39%
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