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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,066 hedge funds and large institutions have $51.2B invested in iShares Core S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 514 increasing their positions, 268 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+113
Holders Change %
+11.86%
% of All Funds
26.69%
Holding in Top 10
299
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+18.18%
% of All Funds
7.49%
New
160
Increased
514
Reduced
268
Closed
34
Calls
$28.7M
Puts
$8.67M
Net Calls
+$20M
Net Calls Change
+$10.8M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$787M
2
Asset Management One
Asset Management One
Japan
+$685M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$429M
4
BlackRock
BlackRock
New York
+$379M
5
BFA
BlackRock Fund Advisors
California
+$291M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$662M
2
BIT
BlackRock Institutional Trust
California
-$380M
3
PP
Prudential plc
United Kingdom
-$158M
4
PPFA
Provida Pension Fund Administrator
Chile
-$127M
5
JRP
Jasper Ridge Partners
California
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSM
501
CAMG Solamere Management
North Carolina
$3.16M +$3.16M +14,065 New
OCM
502
Oakwood Capital Management
California
$3.15M +$398K +1,768 +14%
DT
503
Diversified Trust
Tennessee
$3.13M +$56.5K +251 +2%
HR
504
Howe & Rusling
New York
$3.09M +$3.04M +13,515 +6,758%
BOTW
505
Bank of the West
California
$3.05M +$918K +4,079 +43%
TC
506
Trust Company
Kansas
$3.05M -$13.1K -58 -0.4%
LPT
507
Legacy Private Trust
Wisconsin
$3.04M -$612K -2,719 -17%
RWA
508
Ropes Wealth Advisors
Massachusetts
$3.03M +$31K +138 +1%
CWA
509
Cypress Wealth Advisors
California
$3.03M +$225 +1 +0%
TFCP
510
Twin Focus Capital Partners
Massachusetts
$2.99M +$54K +240 +2%
ACM
511
Argent Capital Management
Missouri
$2.99M +$2.99M +13,272 New
Truist Financial
512
Truist Financial
North Carolina
$2.97M +$78.1K +347 +3%
SG Americas Securities
513
SG Americas Securities
New York
$2.92M -$5.27M -23,404 -64%
SB
514
Simmons Bank
Arkansas
$2.92M -$22.5K -100 -0.8%
IWA
515
Inspirion Wealth Advisors
Illinois
$2.9M +$6.08K +27 +0.2%
GC
516
Gratus Capital
Georgia
$2.89M +$124K +549 +4%
LP
517
LGL Partners
Pennsylvania
$2.89M -$563K -2,503 -16%
Zurich Cantonal Bank
518
Zurich Cantonal Bank
Switzerland
$2.88M – – –
ZB
519
Zions Bancorporation
Utah
$2.88M +$357K +1,585 +14%
CS
520
Credit Suisse
Switzerland
$2.88M -$8.9M -39,572 -76%
LC
521
Lubar & Co
Wisconsin
$2.84M – – –
BAAM
522
Baker Avenue Asset Management
California
$2.83M +$462K +2,054 +19%
QCG
523
Quadrant Capital Group
Ohio
$2.83M -$25.8K -115 -0.9%
CM
524
CS McKee
Pennsylvania
$2.83M +$371K +1,650 +15%
FIMS
525
FBL Investment Management Services
Iowa
$2.83M -$158K -701 -5%
19 20
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