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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

902 hedge funds and large institutions have $38.8B invested in iShares Core S&P 500 ETF in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 383 increasing their positions, 326 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
24.07%
Holding in Top 10
238
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.67%
% of All Funds
6.35%
New
66
Increased
383
Reduced
326
Closed
59
Calls
$38M
Puts
$12.7M
Net Calls
+$25.3M
Net Calls Change
+$20.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$695M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$320M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
4
BIT
BlackRock Institutional Trust
California
+$175M
5
NLI
Nippon Life Insurance
Japan
+$119M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$646M
2
PPFA
Provida Pension Fund Administrator
Chile
-$338M
3
BFA
BlackRock Fund Advisors
California
-$158M
4
PPA
Parametric Portfolio Associates
Washington
-$114M
5
BIM
BlackRock Investment Management
Delaware
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
451
Fifth Third Securities
Ohio
$2.15M +$2.15M +10,408 New
SAS
452
Sage Advisory Services
Texas
$2.14M +$558K +2,700 +35%
MBT
453
Montecito Bank & Trust
California
$2.13M -$507K -2,452 -19%
GIM
454
Goelzer Investment Management
Indiana
$2.12M -$1.88M -9,075 -47%
HPBT
455
High Point Bank & Trust
North Carolina
$2.07M – – –
DS
456
DRW Securities
Illinois
$2.06M +$2.06M +9,973 New
OCG
457
Opus Capital Group
Ohio
$2.05M +$51.7K +250 +3%
BFG
458
Beacon Financial Group
Texas
$2.05M +$213K +1,479 +12%
WCF
459
West Coast Financial
California
$2.05M -$384K -1,859 -16%
EWM
460
Empirical Wealth Management
Washington
$2.04M +$1.4M +6,785 +219%
ASN
461
Advisory Services Network
Georgia
$2.04M +$737K +3,568 +57%
FPFS
462
First Personal Financial Services
North Carolina
$2.03M +$420K +2,030 +26%
BTS
463
BB&T Securities
Virginia
$2.03M -$11.5M -55,889 -85%
FPCP
464
Fort Point Capital Partners
California
$2.02M +$2.02M +9,764 New
WB
465
WesBanco Bank
West Virginia
$2.01M +$581K +2,814 +41%
FG
466
Fiduciary Group
Georgia
$1.97M -$528K -2,554 -21%
AAM
467
Aureus Asset Management
Massachusetts
$1.96M -$128K -617 -6%
SCM
468
Summit Capital Management
Washington
$1.93M -$302K -1,463 -14%
Betterment LLC
469
Betterment LLC
New York
$1.9M -$409K -1,979 -18%
CNC
470
Citizens & Northern Corp
Pennsylvania
$1.9M -$1.99M -9,637 -51%
WPC
471
Waters Parkerson & Co
Louisiana
$1.89M -$28.1K -136 -1%
RBC
472
Ronald Blue & Co
Georgia
$1.88M -$310K -1,501 -14%
SS
473
Sunbelt Securities
Texas
$1.88M +$1.03K +5 +0.1%
FPTW
474
Franklin, Parlapiano, Turner & Welch
Texas
$1.88M – – –
EWM
475
Evermay Wealth Management
Virginia
$1.87M +$918K +4,443 +97%
17 18
19
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