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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 %
WB
376
Webster Bank
Connecticut
$4.25M +$114K +543 +3%
WP
377
WealthSource Partners
California
$4.21M -$722K -3,431 -15%
MFW
378
Meristem Family Wealth
Minnesota
$4.21M +$35.2K +167 +0.8%
MCWS
379
McKinley Carter Wealth Services
West Virginia
$4.19M +$1.18M +5,603 +39%
AGA
380
Accuvest Global Advisors
Utah
$4.17M -$3.07M -14,608 -42%
MA
381
MCF Advisors
Kentucky
$4.06M +$18.3K +87 +0.5%
BFA
382
Beaumont Financial Advisors
Massachusetts
$4M -$1.27M -6,034 -24%
FIB
383
First Interstate Bank
Montana
$3.94M – – –
FCI
384
Financial Counselors Inc
Kansas
$3.93M +$95.8K +455 +2%
PFS
385
Prospera Financial Services
Texas
$3.91M -$21.9K -104 -0.6%
SGK
386
Steigerwald Gordon & Koch
Virginia
$3.89M -$143K -687 -4%
WI
387
Wintrust Investments
Illinois
$3.89M +$3.89M +65,967 New
SFM
388
Signet Financial Management
New Jersey
$3.87M -$382K -1,817 -9%
VFS
389
VSR Financial Services
Kansas
$3.84M -$35.6M -169,053 -90%
RJT
390
Raymond James Trust
Florida
$3.79M -$40.8K -194 -1%
WA
391
WealthTrust-Arizona
Arizona
$3.79M +$67.2K +319 +2%
CAL
392
Capital Analysts LLC
Pennsylvania
$3.77M +$578K +2,745 +18%
PCA
393
Peddock Capital Advisors
Massachusetts
$3.77M +$447K +2,121 +13%
GG
394
Gofen & Glossberg
Illinois
$3.72M +$8.42K +40 +0.2%
MIAN
395
Mariner Independent Advisor Network
Kansas
$3.7M +$3.7M +17,566 New
CCM
396
Canal Capital Management
Virginia
$3.7M -$2.11K -10 -0.1%
PFM
397
PacWest Financial Management
Arizona
$3.67M -$15.8K -75 -0.4%
LPT
398
Legacy Private Trust
Wisconsin
$3.66M -$1.73M -8,205 -32%
PTC
399
Private Trust Company
Ohio
$3.63M +$114K +542 +3%
SYBT
400
Stock Yards Bank & Trust
Kentucky
$3.63M +$353K +1,677 +11%
14 15
16
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