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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 %
MWM
476
Merriman Wealth Management
Washington
$2.16M +$2.16M +10,261 New
HPBT
477
High Point Bank & Trust
North Carolina
$2.11M – – –
GIM
478
Goelzer Investment Management
Indiana
$2.11M -$56K -266 -3%
PMFA
479
Plante Moran Financial Advisors
Michigan
$2.1M +$259K +1,232 +14%
AEPG
480
American Economic Planning Group
New Jersey
$2.08M +$1.17M +5,569 +129%
OCG
481
Opus Capital Group
Ohio
$2.05M -$40K -190 -2%
NCM
482
Novare Capital Management
North Carolina
$1.98M +$113K +535 +6%
SS
483
Sunbelt Securities
Texas
$1.96M +$43.1K +205 +2%
SWP
484
Stratos Wealth Partners
Ohio
$1.96M +$854K +4,056 +77%
WIC
485
Woodmont Investment Counsel
Tennessee
$1.94M +$1.76M +8,379 +1,001%
FG
486
Fiduciary Group
Georgia
$1.94M -$66.3K -315 -3%
RFWA
487
RPg Family Wealth Advisory
Massachusetts
$1.93M +$147K +697 +8%
BAS
488
Brown Advisory Securities
Maryland
$1.92M +$797K +3,785 +71%
CT
489
CMT Trading
Illinois
$1.91M +$1.91M +9,090 New
FPTW
490
Franklin, Parlapiano, Turner & Welch
Texas
$1.91M – – –
EAM
491
Evanson Asset Management
California
$1.87M -$27.8K -132 -1%
QA
492
Quantitative Advantage
Minnesota
$1.86M +$629K +2,989 +51%
NSIM
493
North Star Investment Management
Illinois
$1.86M +$6.95K +33 +0.4%
PAG
494
Pinnacle Advisory Group
Maryland
$1.85M +$1.2M +5,702 +185%
CNC
495
Citizens & Northern Corp
Pennsylvania
$1.84M -$92.4K -439 -5%
Calamos Advisors
496
Calamos Advisors
Illinois
$1.83M -$54.3K -258 -3%
AAM
497
Autus Asset Management
Arizona
$1.81M -$24.2K -115 -1%
WP
498
WealthPLAN Partners
Nebraska
$1.81M +$1.81M +10,712 New
ACP
499
Arcus Capital Partners
Georgia
$1.81M -$557K -2,645 -24%
GF
500
Goodman Financial
Texas
$1.8M +$218K +1,037 +14%
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