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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 %
SS
476
Sunbelt Securities
Texas
$2.29M +$269K +1,237 +13%
AEPG
477
American Economic Planning Group
New Jersey
$2.28M +$130K +596 +6%
Calamos Advisors
478
Calamos Advisors
Illinois
$2.26M +$372K +1,709 +20%
CC
479
Cedar Capital
Illinois
$2.26M +$2.26M +10,383 New
SDWMA
480
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.18M +$922K +4,239 +73%
PMFA
481
Plante Moran Financial Advisors
Michigan
$2.18M +$14.6K +67 +0.7%
HPBT
482
High Point Bank & Trust
North Carolina
$2.18M – – –
CA
483
Cornerstone Advisors
North Carolina
$2.18M -$1.09M -5,000 -33%
WCM
484
Weatherstone Capital Management
Colorado
$2.16M +$1.08M +4,964 +100%
FG
485
Fiduciary Group
Georgia
$2.15M +$145K +666 +7%
BC
486
Bartlett & Co
Ohio
$2.1M +$523K +2,402 +33%
CG
487
Caprock Group
Idaho
$2.1M +$967K +4,442 +86%
BOTW
488
Bank of the West
California
$2.06M +$398K +1,829 +24%
MWM
489
Merriman Wealth Management
Washington
$2.05M -$182K -836 -8%
OCG
490
Opus Capital Group
Ohio
$2.02M -$102K -468 -5%
FPTW
491
Franklin, Parlapiano, Turner & Welch
Texas
$1.98M – – –
MML Investors Services
492
MML Investors Services
Massachusetts
$1.97M -$3.23M -14,863 -62%
NCM
493
Novare Capital Management
North Carolina
$1.97M -$78.7K -362 -4%
HPWM
494
Highland Private Wealth Management
Washington
$1.96M +$214K +985 +12%
CLOS
495
Compagnie Lombard Odier SCmA
Switzerland
$1.95M +$103K +475 +6%
GF
496
Goodman Financial
Texas
$1.95M +$87K +400 +5%
NSIM
497
North Star Investment Management
Illinois
$1.94M +$12.4K +57 +0.6%
CTB
498
Country Trust Bank
Illinois
$1.92M +$260K +1,195 +16%
WPC
499
Waters Parkerson & Co
Louisiana
$1.91M +$57.4K +264 +3%
Chevy Chase Trust
500
Chevy Chase Trust
Maryland
$1.91M +$302K +1,387 +19%
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