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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 %
CWM
451
Cabot Wealth Management
Massachusetts
$2.75M -$54.6K -251 -2%
PVH
452
Psagot Value Holdings
Israel
$2.71M -$109K -500 -4%
GC
453
Gratus Capital
Georgia
$2.68M -$301K -1,385 -10%
LC
454
Lubar & Co
Wisconsin
$2.66M -$2.66M -17,200 -50%
OCM
455
Oakwood Capital Management
California
$2.66M -$151K -694 -5%
FWM
456
Frontier Wealth Management
Missouri
$2.65M -$12K -55 -0.4%
AF
457
Alerus Financial
North Dakota
$2.63M -$5K -23 -0.2%
Betterment LLC
458
Betterment LLC
New York
$2.62M -$46.6K -214 -2%
BAS
459
Brown Advisory Securities
Maryland
$2.61M +$629K +2,888 +32%
WCWM
460
Wooster Corthell Wealth Management
Connecticut
$2.55M -$16.1K -74 -0.6%
VNIM
461
Vaughan Nelson Investment Management
Texas
$2.54M -$2.28M -10,475 -47%
BRM
462
Boston Research & Management
Massachusetts
$2.52M -$38.7K -178 -2%
BO
463
BRR OpCo
Ohio
$2.51M -$199K -916 -7%
MIAN
464
Mariner Independent Advisor Network
Kansas
$2.51M -$1.31M -6,020 -34%
TFA
465
Transamerica Financial Advisors
Florida
$2.5M -$286K -1,313 -10%
CIC
466
Carnegie Investment Counsel
Ohio
$2.48M -$182K -852 -7%
EVM
467
Eaton Vance Management
Massachusetts
$2.46M +$2.22M +10,201 +909%
ZB
468
Zions Bancorporation
Utah
$2.44M -$2.86M -13,164 -54%
SWA
469
SFMG Wealth Advisors
Texas
$2.42M -$36.8K -169 -1%
VC
470
Vestor Capital
Illinois
$2.4M +$136K +624 +6%
JGIA
471
Jackson Grant Investment Advisers
Connecticut
$2.4M – – –
GIM
472
Goelzer Investment Management
Indiana
$2.38M +$205K +944 +9%
CM
473
CS McKee
Pennsylvania
$2.38M – – –
DWT
474
Dorsey & Whitney Trust
South Dakota
$2.34M – – –
BAAM
475
Baker Avenue Asset Management
California
$2.29M -$158K -728 -6%
17 18
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