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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
+$729M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$499M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$385M
4
BIT
BlackRock Institutional Trust
California
+$359M
5
SB
Suntrust Banks
Georgia
+$354M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$327M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$250M
3
CS
Cisco Systems
California
-$127M
4
UBS Group
UBS Group
Switzerland
-$119M
5
Millennium Management
Millennium Management
New York
-$72.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
376
Banque Pictet & Cie
Switzerland
$4.42M -$301K -1,385 -6%
MFW
377
Meristem Family Wealth
Minnesota
$4.42M +$69.8K +321 +2%
FPFS
378
First Personal Financial Services
North Carolina
$4.36M +$1.84M +8,452 +73%
BWP
379
Baldwin Wealth Partners
Massachusetts
$4.21M +$4.21M +19,359 New
CFA
380
Carroll Financial Associates
North Carolina
$4.19M +$573K +2,633 +16%
WWM
381
Willingdon Wealth Management
North Carolina
$4.18M +$560K +2,576 +16%
LA
382
LVW Advisors
New York
$4.17M +$3.89M +17,888 +1,390%
RJT
383
Raymond James Trust
Florida
$4.16M +$244K +1,121 +6%
LNC
384
Lincoln National Corp
Pennsylvania
$4.12M +$646K +2,971 +19%
WP
385
WealthSource Partners
California
$4.08M -$270K -1,242 -6%
FIB
386
First Interstate Bank
Montana
$4.08M +$8.92K +41 +0.2%
EWM
387
Evermay Wealth Management
Virginia
$4.08M +$470K +2,161 +13%
PCA
388
Peddock Capital Advisors
Massachusetts
$4.04M +$144K +664 +4%
MA
389
MCF Advisors
Kentucky
$4.03M -$166K -762 -4%
William Blair & Company
390
William Blair & Company
Illinois
$4M +$298K +1,368 +8%
PFS
391
Prospera Financial Services
Texas
$3.99M -$50.7K -233 -1%
SGK
392
Steigerwald Gordon & Koch
Virginia
$3.93M -$108K -500 -3%
CCM
393
Condor Capital Management
New Jersey
$3.93M +$199K +913 +5%
WBG
394
Wharton Business Group
Pennsylvania
$3.92M +$384K +1,765 +11%
FAAS
395
First Allied Advisory Services
California
$3.91M +$683K +3,141 +21%
WA
396
WealthTrust-Arizona
Arizona
$3.88M -$32.6K -150 -0.8%
BOS
397
Bank of Stockton
California
$3.86M +$411K +1,890 +12%
FC
398
Financial Consulate
Maryland
$3.86M -$839K -3,858 -18%
PFM
399
PacWest Financial Management
Arizona
$3.85M +$55.7K +256 +1%
BCI
400
Brinker Capital Investments
Pennsylvania
$3.79M +$43.7K +201 +1%
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16
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