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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 %
Daiwa Securities Group
576
Daiwa Securities Group
Japan
$2M +$787K +3,500 +65%
NCM
577
Novare Capital Management
North Carolina
$2M -$33.8K -150 -2%
AAM
578
Autus Asset Management
Arizona
$1.98M +$88.4K +393 +5%
CWM
579
Concentric Wealth Management
California
$1.97M +$1.97M +8,762 New
EAM
580
Evanson Asset Management
California
$1.94M +$450 +2 +0%
TFA
581
Transamerica Financial Advisors
Florida
$1.93M -$653K -2,903 -25%
ACP
582
Arcus Capital Partners
Georgia
$1.93M +$19.8K +88 +1%
NAM
583
North American Management
Massachusetts
$1.88M +$83.5K +371 +5%
FHA
584
First Horizon Advisors
Tennessee
$1.87M – – –
RG
585
Rikoon Group
New Mexico
$1.86M +$12.6K +54 +0.7%
JIC
586
Joel Isaacson & Co
New York
$1.86M -$35.5K -158 -2%
CCM
587
Cohen Capital Management
California
$1.86M +$14.4K +64 +0.8%
AAM
588
Aberdeen Asset Management
United Kingdom
$1.83M -$76.5K -340 -4%
EWA
589
EP Wealth Advisors
California
$1.82M +$287K +1,277 +19%
RVPG
590
Relative Value Partners Group
$1.81M +$450 +2 +0%
SCM
591
Stellar Capital Management
Arizona
$1.8M +$1.8M +8,000 New
FTS
592
Fifth Third Securities
Ohio
$1.77M +$1.21M +5,372 +214%
AWM
593
Avior Wealth Management
Nebraska
$1.75M +$110K +491 +7%
PFM
594
Parsec Financial Management
North Carolina
$1.74M +$100K +445 +6%
SCG
595
Sonata Capital Group
Washington
$1.74M +$44.6K +198 +3%
IIC
596
Ironwood Investment Counsel
Arizona
$1.74M +$163K +723 +10%
NFP
597
Narus Financial Partners
Utah
$1.72M +$1.72M +7,638 New
GW
598
GW & Wade
Massachusetts
$1.7M -$42.1K -187 -2%
HH
599
Hilltop Holdings
Texas
$1.69M -$78.8K -350 -4%
DSN
600
D. Scott Neal
Kentucky
$1.68M -$31.9K -142 -2%
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