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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 %
HWP
501
Hefty Wealth Partners
Indiana
$1.89M +$126K +581 +7%
RBC
502
Ronald Blue & Co
Georgia
$1.88M +$94.9K +436 +5%
EAM
503
Evanson Asset Management
California
$1.87M -$60.5K -278 -3%
FHA
504
First Horizon Advisors
Tennessee
$1.87M +$376K +1,745 +25%
AAM
505
Aberdeen Asset Management
United Kingdom
$1.85M +$1.85M +8,489 New
ACP
506
Arcus Capital Partners
Georgia
$1.84M -$24.4K -112 -1%
SHCM
507
Stokes & Hubbell Capital Management
Louisiana
$1.84M +$33.3K +153 +2%
JIC
508
Joel Isaacson & Co
New York
$1.83M +$21.8K +100 +1%
AAM
509
Autus Asset Management
Arizona
$1.83M -$48.5K -223 -3%
LWM
510
LBA Wealth Management
Florida
$1.8M +$273K +1,255 +18%
CCM
511
Cohen Capital Management
California
$1.78M – – –
RVPG
512
Relative Value Partners Group
$1.75M -$24.6K -113 -1%
ACM
513
Armbruster Capital Management
New York
$1.75M – – –
NAM
514
North American Management
Massachusetts
$1.74M -$92.7K -426 -5%
MCM
515
MV Capital Management
Maryland
$1.73M +$505K +2,323 +41%
RG
516
Rikoon Group
New Mexico
$1.73M +$1.73M +7,953 New
Sumitomo Mitsui Trust Group
517
Sumitomo Mitsui Trust Group
Japan
$1.72M +$131K +600 +8%
SF
518
Synovus Financial
Georgia
$1.71M +$1.7M +7,818 +25,219%
HH
519
Hilltop Holdings
Texas
$1.71M -$23.5K -108 -1%
GW
520
GW & Wade
Massachusetts
$1.69M -$45K -207 -3%
MYLI
521
Meiji Yasuda Life Insurance
Japan
$1.68M +$1.68M +7,700 New
CA
522
Cambridge Associates
Massachusetts
$1.66M +$119K +547 +8%
DSN
523
D. Scott Neal
Kentucky
$1.66M +$355K +1,630 +27%
SCG
524
Sonata Capital Group
Washington
$1.64M -$31.1K -143 -2%
RPGK
525
Retirement Planning Group (Kansas)
Kansas
$1.6M -$103K -475 -6%
19 20
21
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