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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

953 hedge funds and large institutions have $43.9B invested in iShares Core S&P 500 ETF in 2016 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 378 increasing their positions, 362 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
953
Holders Change
+21
Holders Change %
+2.25%
% of All Funds
25.47%
Holding in Top 10
253
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.61%
% of All Funds
6.76%
New
59
Increased
378
Reduced
362
Closed
26
Calls
$30.9M
Puts
$21.7M
Net Calls
+$9.2M
Net Calls Change
-$33.8M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$1.2B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.02B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
4
BIT
BlackRock Institutional Trust
California
$1.53B
5
SB
Suntrust Banks
Georgia
$515M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$128M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$257M
3
CS
Cisco Systems
California
$0
4
UBS Group
UBS Group
Switzerland
$372M
5
Millennium Management
Millennium Management
New York
$9.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTS
351
Round Table Services
New Jersey
$5.58M +$1.03M +4,737 +23%
SJIM
352
St. Johns Investment Management
Florida
$5.48M -$1.73M -7,931 -24%
CW
353
Cobiz Wealth
Colorado
$5.42M -$580K -2,667 -10%
ICOA
354
Investment Centers of America
North Dakota
$5.32M -$260K -1,196 -5%
WB
355
Webster Bank
Connecticut
$5.29M +$899K +4,133 +20%
NFG
356
Next Financial Group
Texas
$5.24M +$3.93M +18,060 +301%
PWLP
357
Prio Wealth Limited Partnership
Massachusetts
$5.19M +$329K +1,510 +7%
WCM
358
Wealthcare Capital Management
Virginia
$5.18M -$19.8K -91 -0.4%
CTA
359
Colonial Trust Advisors
South Carolina
$5.18M +$2.83K +13 +0.1%
KL
360
KWMG LLC
Kansas
$5.15M -$10.4K -48 -0.2%
ATC
361
Argent Trust Co
Tennessee
$5.14M -$152K -698 -3%
IC
362
Intersect Capital
California
$5.1M -$810K -3,722 -14%
DW
363
Domani Wealth
Pennsylvania
$5.03M +$526K +2,418 +12%
RIA
364
Regal Investment Advisors
Michigan
$4.8M -$856K -3,935 -15%
WP
365
WMS Partners
Maryland
$4.79M -$55.5K -255 -1%
SCA
366
Snowden Capital Advisors
New York
$4.73M +$2.31M +10,598 +95%
ASN
367
Advisory Services Network
Georgia
$4.6M +$2.33M +10,694 +102%
MCWS
368
McKinley Carter Wealth Services
West Virginia
$4.58M +$255K +1,170 +6%
AA
369
Ancora Advisors
Ohio
$4.57M +$104K +476 +2%
KF
370
Krilogy Financial
Missouri
$4.55M -$55.3K -254 -1%
BFA
371
Beaumont Financial Advisors
Massachusetts
$4.5M +$362K +1,663 +9%
CAL
372
Capital Analysts LLC
Pennsylvania
$4.47M +$573K +2,633 +15%
OCM
373
One Capital Management
California
$4.46M -$1.55M -7,121 -26%
MFP
374
Mosaic Financial Partners
California
$4.44M -$51.3K -236 -1%
SCA
375
Stonebridge Capital Advisors
Minnesota
$4.43M +$983K +4,516 +29%
13 14
15
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