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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 %
AB
451
Amalgamated Bank
New York
$2.71M +$20.5K +93 +0.8%
Zurich Cantonal Bank
452
Zurich Cantonal Bank
Switzerland
$2.7M +$21.1K +100 +0.8%
TFA
453
Transamerica Financial Advisors
Florida
$2.69M +$2.54M +12,076 +1,677%
QCG
454
Quadrant Capital Group
Ohio
$2.69M +$390K +1,857 +17%
WB
455
WesBanco Bank
West Virginia
$2.65M +$607K +2,881 +30%
SB
456
Simmons Bank
Arkansas
$2.65M +$42.1K +200 +2%
BO
457
BRR OpCo
Ohio
$2.63M -$90.3K -429 -3%
Betterment LLC
458
Betterment LLC
New York
$2.58M +$641K +3,046 +33%
FWM
459
Frontier Wealth Management
Missouri
$2.58M +$41.5K +197 +2%
IWA
460
Inspirion Wealth Advisors
Illinois
$2.57M -$18.7K -89 -0.7%
SFG
461
SNS Financial Group
Minnesota
$2.56M +$2.32M +11,014 +964%
AF
462
Alerus Financial
North Dakota
$2.55M +$2.55M +12,104 New
WCWM
463
Wooster Corthell Wealth Management
Connecticut
$2.48M -$52.2K -248 -2%
BRM
464
Boston Research & Management
Massachusetts
$2.48M +$164K +778 +7%
FPFS
465
First Personal Financial Services
North Carolina
$2.44M +$375K +1,783 +18%
ICAS
466
Investors Capital Advisory Services
Massachusetts
$2.41M – – –
SWA
467
SFMG Wealth Advisors
Texas
$2.38M -$306K -1,454 -11%
BAAM
468
Baker Avenue Asset Management
California
$2.37M +$1.99M +9,476 +530%
SCA
469
Snowden Capital Advisors
New York
$2.34M +$2.34M +11,130 New
JGIA
470
Jackson Grant Investment Advisers
Connecticut
$2.32M -$31.6K -150 -1%
CM
471
CS McKee
Pennsylvania
$2.3M +$2.3M +10,922 New
FTS
472
Fifth Third Securities
Ohio
$2.27M +$78.7K +374 +4%
DWT
473
Dorsey & Whitney Trust
South Dakota
$2.26M – – –
ASN
474
Advisory Services Network
Georgia
$2.2M +$127K +605 +6%
VC
475
Vestor Capital
Illinois
$2.19M -$67.8K -322 -3%
17 18
19
20 21