IVV icon

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 %
Two Sigma Advisers
351
Two Sigma Advisers
New York
$8.21M +$1.19M +5,300 +17%
KWMG
352
King Wealth Management Group
Florida
$8.18M +$1.25M +5,564 +18%
MIS
353
Morningstar Investment Services
Illinois
$8.14M +$234K +1,041 +3%
SSWM
354
Sheets Smith Wealth Management
North Carolina
$7.99M -$53.5K -238 -0.7%
SCA
355
Snowden Capital Advisors
New York
$7.99M +$3.1M +13,764 +63%
PJSIMP
356
P.J. Schmidt Investment Management (PJS)
Wisconsin
$7.97M +$827K +3,674 +12%
BFG
357
Barber Financial Group
Kansas
$7.96M +$7.96M +35,355 New
AWM
358
AE Wealth Management
Kansas
$7.92M +$7.92M +35,185 New
SC
359
Scotia Capital
Ontario, Canada
$7.85M -$3.52M -15,650 -31%
FAAS
360
First Allied Advisory Services
California
$7.84M +$3.8M +16,883 +94%
1IA
361
1834 Investment Advisors
Wisconsin
$7.75M +$1.11M +4,955 +17%
HSA
362
HBK Sorce Advisory
Pennsylvania
$7.74M +$54.7K +243 +0.7%
RWG
363
Regal Wealth Group
California
$7.64M +$387K +1,718 +5%
FPFS
364
First Personal Financial Services
North Carolina
$7.63M +$3.12M +13,867 +69%
EIM
365
ExxonMobil Investment Management
Texas
$7.63M -$7.03M -31,250 -48%
CL
366
CPWM LLC
Washington
$7.6M -$1.86M -8,254 -20%
SFG
367
StrategIQ Financial Group
Indiana
$7.6M +$868K +3,859 +13%
TWA
368
TCI Wealth Advisors
Arizona
$7.58M -$176K -781 -2%
SI
369
SII Investments
Wisconsin
$7.56M +$33.5K +149 +0.4%
CCA
370
Cobblestone Capital Advisors
New York
$7.48M -$54.9K -244 -0.7%
KCM
371
Kanawha Capital Management
Virginia
$7.46M -$28.1K -125 -0.4%
IDBONY
372
Israel Discount Bank of New York
New York
$7.46M +$7.46M +33,139 New
DE
373
Day & Ennis
Georgia
$7.38M -$784K -3,486 -10%
BFA
374
Beaumont Financial Advisors
Massachusetts
$7.28M +$2.63M +11,682 +57%
DG
375
Davidson & Garrard
Virginia
$7.14M +$967K +4,300 +16%
13 14
15
16 17