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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 %
NIC
526
Northwest Investment Counselors
Oregon
$1.6M -$76.1K -350 -5%
AWM
527
Avior Wealth Management
Nebraska
$1.59M +$52.6K +242 +3%
PFM
528
Parsec Financial Management
North Carolina
$1.59M +$175K +805 +12%
TC
529
Telemus Capital
Michigan
$1.58M +$139K +639 +10%
WCF
530
West Coast Financial
California
$1.57M -$136K -625 -8%
QA
531
Quantitative Advantage
Minnesota
$1.55M -$376K -1,727 -20%
BWFM
532
Bridgewater Wealth & Financial Management
Maryland
$1.53M -$35.2K -162 -2%
JWM
533
Jacobus Wealth Management
Wisconsin
$1.53M – – –
IIC
534
Ironwood Investment Counsel
Arizona
$1.52M +$14.6K +67 +1%
SFG
535
SNS Financial Group
Minnesota
$1.51M -$1.13M -5,216 -43%
AssetMark Inc
536
AssetMark Inc
California
$1.51M -$47.2K -217 -3%
EWA
537
EP Wealth Advisors
California
$1.48M -$53.7K -247 -3%
FTUS
538
Flow Traders U.S.
New York
$1.48M +$1.48M +6,781 New
SGCA
539
Steel Grove Capital Advisors
Tennessee
$1.47M +$1.24M +5,684 +533%
3AM
540
3D Asset Management
Connecticut
$1.46M -$74.6K -343 -5%
GIA
541
Guyasuta Investment Advisors
Pennsylvania
$1.41M -$3.27K -15 -0.2%
CTA
542
Chesley Taft & Associates
Illinois
$1.39M -$14.1K -65 -1%
CF
543
Corrigan Financial
Rhode Island
$1.39M +$71.6K +329 +5%
JFGIW
544
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.37M +$186K +856 +16%
Connor, Clark & Lunn Investment Management (CC&L)
545
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.36M – – –
WI
546
Wedgewood Investors
Pennsylvania
$1.36M – – –
IAS
547
IMA Advisory Services
Colorado
$1.36M – – –
CMP
548
Courage Miller Partners
Virginia
$1.36M +$1.31K +6 +0.1%
CT
549
Cambridge Trust
Massachusetts
$1.35M -$21.8K -100 -2%
NL
550
NWAM LLC
Washington
$1.35M +$1.35M +6,196 New
20 21
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