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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 %
EAM
476
Evanson Asset Management
California
$1.87M +$45.5K +220 +2%
Calamos Advisors
477
Calamos Advisors
Illinois
$1.85M -$796K -3,853 -30%
DC
478
Davenport & Co
Virginia
$1.84M -$93K -450 -5%
JIP
479
Jaffetilchin Investment Partners
Florida
$1.83M -$188K -909 -9%
NCM
480
Novare Capital Management
North Carolina
$1.83M +$85.8K +415 +5%
CG
481
Caprock Group
Idaho
$1.83M +$1.83M +8,851 New
NSIM
482
North Star Investment Management
Illinois
$1.82M -$75.9K -367 -4%
PMFA
483
Plante Moran Financial Advisors
Michigan
$1.8M -$90.1K -436 -5%
AAM
484
Autus Asset Management
Arizona
$1.8M +$162K +782 +10%
HPWM
485
Highland Private Wealth Management
Washington
$1.76M +$70.8K +343 +4%
RFWA
486
RPg Family Wealth Advisory
Massachusetts
$1.75M +$1.4M +6,765 +392%
CLOS
487
Compagnie Lombard Odier SCmA
Switzerland
$1.73M +$930K +4,500 +117%
RVPG
488
Relative Value Partners Group
$1.69M +$5.74K +28 +0.3%
JIC
489
Joel Isaacson & Co
New York
$1.68M +$479K +2,320 +40%
CCM
490
Cohen Capital Management
California
$1.66M – – –
SMH
491
Sanders Morris Harris
Texas
$1.65M +$1.65M +7,991 New
AIA
492
Avalon Investment & Advisory
Texas
$1.64M -$34.4M -166,293 -95%
RPGK
493
Retirement Planning Group (Kansas)
Kansas
$1.64M -$14.3K -69 -0.9%
LMGAM
494
Liberty Mutual Group Asset Management
Massachusetts
$1.64M +$1.64M +7,924 New
CMP
495
Courage Miller Partners
Virginia
$1.62M +$8.27K +40 +0.5%
MI
496
Montage Investments
Kansas
$1.62M +$509K +2,463 +46%
GW
497
GW & Wade
Massachusetts
$1.59M +$333K +1,614 +26%
FWM
498
Focused Wealth Management
New York
$1.59M -$2.62M -12,690 -62%
SCG
499
Sonata Capital Group
Washington
$1.58M – – –
WCM
500
Weatherstone Capital Management
Colorado
$1.57M -$7.49M -36,216 -83%
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