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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 %
WPC
501
Waters Parkerson & Co
Louisiana
$1.8M -$129K -611 -7%
CLOS
502
Compagnie Lombard Odier SCmA
Switzerland
$1.79M +$31.6K +150 +2%
NAM
503
North American Management
Massachusetts
$1.77M -$1.06M -5,058 -38%
JIC
504
Joel Isaacson & Co
New York
$1.75M +$37.7K +179 +2%
AFP
505
Ausdal Financial Partners
Iowa
$1.75M +$214K +1,018 +14%
SHCM
506
Stokes & Hubbell Capital Management
Louisiana
$1.75M +$360K +1,712 +26%
RBC
507
Ronald Blue & Co
Georgia
$1.73M -$181K -862 -9%
CG
508
Colony Group
Massachusetts
$1.73M +$1.19M +5,672 +224%
GP
509
Geneva Partners
Wisconsin
$1.73M +$1.73M +7,087 New
CCM
510
Cohen Capital Management
California
$1.72M +$14.1K +67 +0.8%
RVPG
511
Relative Value Partners Group
$1.72M -$14.7K -70 -0.9%
FBNAT
512
FirstMerit Bank N.A. Trustee
Ohio
$1.71M +$789K +3,750 +86%
HWP
513
Hefty Wealth Partners
Indiana
$1.7M +$184K +875 +12%
HPWM
514
Highland Private Wealth Management
Washington
$1.69M -$99.1K -471 -6%
ACM
515
Armbruster Capital Management
New York
$1.69M +$1.13M +5,375 +203%
GW
516
GW & Wade
Massachusetts
$1.68M +$53.9K +256 +3%
HH
517
Hilltop Holdings
Texas
$1.67M -$861K -4,091 -34%
WCF
518
West Coast Financial
California
$1.65M -$437K -2,077 -21%
RPGK
519
Retirement Planning Group (Kansas)
Kansas
$1.65M -$21.3K -101 -1%
NIC
520
Northwest Investment Counselors
Oregon
$1.62M +$165K +786 +11%
SCG
521
Sonata Capital Group
Washington
$1.61M – – –
BOTW
522
Bank of the West
California
$1.61M +$564K +2,680 +54%
Geode Capital Management
523
Geode Capital Management
Massachusetts
$1.61M -$636 – –
CTB
524
Country Trust Bank
Illinois
$1.61M +$527K +2,504 +49%
EWM
525
Empirical Wealth Management
Washington
$1.61M -$473K -2,248 -23%
19 20
21
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