IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

902 hedge funds and large institutions have $38.8B invested in iShares Core S&P 500 ETF in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 383 increasing their positions, 326 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
24.07%
Holding in Top 10
238
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.67%
% of All Funds
6.35%
New
66
Increased
383
Reduced
326
Closed
59
Calls
$38M
Puts
$12.7M
Net Calls
+$25.3M
Net Calls Change
+$20.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$695M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$320M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
4
BIT
BlackRock Institutional Trust
California
+$175M
5
NLI
Nippon Life Insurance
Japan
+$119M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$646M
2
PPFA
Provida Pension Fund Administrator
Chile
-$338M
3
BFA
BlackRock Fund Advisors
California
-$158M
4
PPA
Parametric Portfolio Associates
Washington
-$114M
5
BIM
BlackRock Investment Management
Delaware
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
576
Hanlon Investment Management
New Jersey
$971K +$4.75K +23 +0.5%
WBG
577
Wharton Business Group
Pennsylvania
$970K +$419K +2,029 +76%
RC
578
RegentAtlantic Capital
New Jersey
$967K -$137K -664 -12%
ADL
579
Asset Dedication LLC
California
$965K -$1.29M -6,225 -57%
HHGA
580
Halbert Hargrove Global Advisors
California
$955K -$2.16M -10,466 -69%
PFM
581
Parsec Financial Management
North Carolina
$954K +$68K +329 +8%
MIH
582
Madison Investment Holdings
Wisconsin
$953K -$24.6K -119 -3%
NPIT
583
National Penn Investors Trust
Pennsylvania
$951K -$128K -619 -12%
HL
584
HeadInvest LLC
Maine
$938K -$21.7K -105 -2%
KA
585
Kovack Advisors
Florida
$928K +$6.41K +31 +0.7%
WS
586
Wedbush Securities
California
$906K +$319K +1,542 +54%
VHAM
587
Van Hulzen Asset Management
California
$904K +$26.9K +130 +3%
FBNAT
588
FirstMerit Bank N.A. Trustee
Ohio
$903K +$438K +2,120 +94%
SAM
589
Summit Asset Management
Tennessee
$899K – – –
LCM
590
Liberty Capital Management
Michigan
$899K +$899K +4,350 New
Luther King Capital Management (LKCM)
591
Luther King Capital Management (LKCM)
Texas
$891K -$962K -4,656 -52%
AEPG
592
American Economic Planning Group
New Jersey
$890K +$40.3K +195 +5%
PC
593
Peavine Capital
Nevada
$876K -$38.2K -185 -4%
NFG
594
Nadler Financial Group
Illinois
$871K +$50.7K +245 +6%
ABFS
595
Appropriate Balance Financial Services
Washington
$867K +$867K +4,197 New
FFA
596
First Foundation Advisors
California
$865K -$175K -845 -17%
AC
597
Alexandria Capital
Virginia
$862K – – –
VWM
598
Vector Wealth Management
Minnesota
$859K +$48.1K +233 +6%
CA
599
Cambridge Advisors
Nebraska
$847K – – –
LS
600
Lattice Strategies
Pennsylvania
$845K +$69K +334 +9%
22 23
24
25 26