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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 %
GF
501
Goodman Financial
Texas
$1.56M -$155K -751 -9%
AssetMark Inc
502
AssetMark Inc
California
$1.54M -$106K -512 -6%
3AM
503
3D Asset Management
Connecticut
$1.53M -$75K -363 -5%
AFP
504
Ausdal Financial Partners
Iowa
$1.51M -$3.14M -15,189 -68%
BC
505
Bartlett & Co
Ohio
$1.5M +$15.7K +76 +1%
HWP
506
Hefty Wealth Partners
Indiana
$1.49M -$1.51M -7,289 -50%
EWA
507
EP Wealth Advisors
California
$1.49M +$1.49M +7,190 New
BWFM
508
Bridgewater Wealth & Financial Management
Maryland
$1.48M -$42.6K -206 -3%
IIC
509
Ironwood Investment Counsel
Arizona
$1.48M -$280K -1,354 -16%
JWM
510
Jacobus Wealth Management
Wisconsin
$1.45M – – –
NIC
511
Northwest Investment Counselors
Oregon
$1.43M -$48.6K -235 -3%
CT
512
Cambridge Trust
Massachusetts
$1.39M +$2.07K +10 +0.1%
DBT
513
Dubuque Bank & Trust
Iowa
$1.39M -$105K -510 -7%
Jane Street
514
Jane Street
New York
$1.38M +$838K +4,056 +154%
TC
515
Telemus Capital
Michigan
$1.38M +$145K +700 +12%
WRM
516
Westport Resources Management
Connecticut
$1.37M +$8.47K +41 +0.6%
MCM
517
MV Capital Management
Maryland
$1.37M -$1.38M -6,682 -50%
AWM
518
Avior Wealth Management
Nebraska
$1.37M +$726K +3,513 +113%
SHCM
519
Stokes & Hubbell Capital Management
Louisiana
$1.36M +$297K +1,436 +28%
GIA
520
Guyasuta Investment Advisors
Pennsylvania
$1.35M +$1.01M +4,867 +290%
PHS
521
Pekin Hardy Strauss
Illinois
$1.35M – – –
BSW
522
Buckingham Strategic Wealth
Missouri
$1.35M +$646K +3,127 +92%
CTA
523
Chesley Taft & Associates
Illinois
$1.35M -$332K -1,605 -20%
FIM
524
Frontier Investment Management
Texas
$1.34M +$707K +3,522 +112%
KM
525
Kalos Management
Georgia
$1.33M +$90.8K +443 +7%
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