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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 %
PAG
426
Pinnacle Advisory Group
Maryland
$3.24M +$1.35M +6,280 +71%
MBT
427
Montecito Bank & Trust
California
$3.16M +$290K +1,333 +10%
P3I
428
Progeny 3 Inc
Washington
$3.15M -$15.4M -71,020 -83%
LIM
429
Leavell Investment Management
Alabama
$3.13M – – –
IWM
430
Integrated Wealth Management
California
$3.08M -$84.6K -389 -3%
GA
431
Geneva Advisors
Illinois
$3.08M +$244K +1,120 +9%
AB
432
Amalgamated Bank
New York
$3M +$322K +1,482 +12%
TCM
433
Telos Capital Management
California
$2.98M +$8.49K +39 +0.3%
DT
434
Diversified Trust
Tennessee
$2.97M – – –
TC
435
Trust Company
Kansas
$2.96M -$14.4K -66 -0.5%
CWA
436
Cypress Wealth Advisors
California
$2.93M +$100K +460 +4%
RWA
437
Ropes Wealth Advisors
Massachusetts
$2.9M -$395K -1,814 -12%
FFS
438
Founders Financial Securities
Maryland
$2.89M -$32.6K -150 -1%
HI
439
Horizon Investments
North Carolina
$2.89M -$38.9K -179 -1%
FIMS
440
FBL Investment Management Services
Iowa
$2.89M – – –
SB
441
Simmons Bank
Arkansas
$2.85M +$107K +490 +4%
CCM
442
Coldstream Capital Management
Washington
$2.84M +$1.78M +8,193 +168%
TFCP
443
Twin Focus Capital Partners
Massachusetts
$2.84M -$131K -602 -4%
GF
444
Gerstein Fisher
New York
$2.82M +$21.9K +101 +0.8%
PIM
445
Provident Investment Management
Michigan
$2.81M -$415K -1,909 -13%
IWA
446
Inspirion Wealth Advisors
Illinois
$2.8M +$140K +642 +5%
Truist Financial
447
Truist Financial
North Carolina
$2.79M +$1.2M +5,501 +75%
Zurich Cantonal Bank
448
Zurich Cantonal Bank
Switzerland
$2.79M – – –
AAM
449
Aureus Asset Management
Massachusetts
$2.78M -$117K -540 -4%
QCG
450
Quadrant Capital Group
Ohio
$2.76M -$15.2K -70 -0.5%
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