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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 %
Neuberger Berman Group
601
Neuberger Berman Group
New York
$1M -$2.07M -9,500 -67%
MOACM
602
Mutual of America Capital Management
New York
$994K -$151K -693 -13%
NFG
603
Nadler Financial Group
Illinois
$991K +$74.8K +344 +8%
EFS
604
Essex Financial Services
Connecticut
$988K +$7.39K +34 +0.8%
HL
605
HeadInvest LLC
Maine
$976K – – –
GHAM
606
Gilman Hill Asset Management
Connecticut
$970K -$54.4K -250 -5%
ACM
607
Argentus Capital Management
Texas
$954K -$144K -661 -13%
AUB
608
Atlantic Union Bankshares
Virginia
$951K -$5.22K -24 -0.5%
FWM
609
Focused Wealth Management
New York
$949K -$222K -1,022 -19%
LCOV
610
London Company of Virginia
Virginia
$936K +$621K +2,855 +198%
TNBTD
611
Trustmark National Bank Trust Department
Mississippi
$935K -$34.6K -159 -4%
CG
612
Colony Group
Massachusetts
$934K -$852K -3,915 -48%
SFM
613
Signature Financial Management
Virginia
$932K +$367K +1,688 +65%
SAM
614
Summit Asset Management
Tennessee
$926K -$9.79K -45 -1%
GP
615
Girard Partners
Pennsylvania
$919K +$33.7K +155 +4%
LS
616
Lattice Strategies
Pennsylvania
$918K +$28.3K +130 +3%
BJ
617
Brouwer & Janachowski
California
$911K -$57.2K -263 -6%
MWM
618
Mission Wealth Management
California
$910K +$200K +920 +28%
ABC
619
Associated Banc-Corp
Wisconsin
$908K +$369K +1,694 +68%
CA
620
Cambridge Advisors
Nebraska
$907K – – –
CWM
621
Connecticut Wealth Management
Connecticut
$899K +$899K +4,163 New
CL
622
CIM LLC
New York
$898K +$11.1K +51 +1%
SNT
623
Security National Trust
West Virginia
$896K +$7.62K +35 +0.9%
RG
624
Rathbones Group
United Kingdom
$889K – – –
CA
625
Commerzbank Aktiengesellschaft
Germany
$885K +$634K +2,917 +253%
23 24
25
26 27