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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 %
PVH
526
Psagot Value Holdings
Israel
$2.81M – – –
MIAN
527
Mariner Independent Advisor Network
Kansas
$2.79M +$194K +862 +7%
PIM
528
Provident Investment Management
Michigan
$2.73M -$177K -786 -6%
AAM
529
Aureus Asset Management
Massachusetts
$2.73M -$147K -655 -5%
AF
530
Alerus Financial
North Dakota
$2.72M +$2.7K +12 +0.1%
CWM
531
Cabot Wealth Management
Massachusetts
$2.7M -$146K -650 -5%
CIC
532
Carnegie Investment Counsel
Ohio
$2.66M +$10K +44 +0.4%
VHAM
533
Van Hulzen Asset Management
California
$2.65M +$1.88M +8,350 +243%
EVM
534
Eaton Vance Management
Massachusetts
$2.64M +$93.2K +414 +4%
Sumitomo Mitsui Trust Group
535
Sumitomo Mitsui Trust Group
Japan
$2.63M +$855K +3,800 +48%
BRM
536
Boston Research & Management
Massachusetts
$2.61M +$3.6K +16 +0.1%
VC
537
Vestor Capital
Illinois
$2.61M +$128K +570 +5%
FFA
538
First Foundation Advisors
California
$2.61M +$1.38M +6,156 +113%
WCWM
539
Wooster Corthell Wealth Management
Connecticut
$2.59M -$49.3K -219 -2%
BNP Paribas Financial Markets
540
BNP Paribas Financial Markets
France
$2.58M -$66.4M -295,310 -96%
BO
541
BRR OpCo
Ohio
$2.55M -$54.7K -243 -2%
GIM
542
Goelzer Investment Management
Indiana
$2.52M +$62.3K +277 +3%
BJL
543
Brighton Jones LLC
Washington
$2.52M -$9.59M -42,603 -79%
AEPG
544
American Economic Planning Group
New Jersey
$2.51M +$150K +668 +6%
MWM
545
Merriman Wealth Management
Washington
$2.5M +$383K +1,702 +18%
SS
546
Sunbelt Securities
Texas
$2.5M +$129K +575 +5%
ACM
547
Armbruster Capital Management
New York
$2.49M +$681K +3,025 +38%
JGIA
548
Jackson Grant Investment Advisers
Connecticut
$2.48M -$2.25K -10 -0.1%
FIB
549
First Interstate Bank
Montana
$2.48M -$1.75M -7,772 -41%
DWT
550
Dorsey & Whitney Trust
South Dakota
$2.42M – – –
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