IVV icon

iShares Core S&P 500 ETF
IVV

Overview Fund Activity

932 hedge funds and large institutions have $39.9B invested in iShares Core S&P 500 ETF in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 388 increasing their positions, 336 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+30
Holders Change %
+3.33%
% of All Funds
24.91%
Holding in Top 10
249
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.62%
% of All Funds
6.65%
New
72
Increased
388
Reduced
336
Closed
33
Calls
$58.5M
Puts
$15.5M
Net Calls
+$43M
Net Calls Change
+$17.7M

Top Buyers

1
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$360M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$311M
3
QI
QS Investors
New York
+$207M
4
PP
Prudential plc
United Kingdom
+$134M
5
CS
Cisco Systems
California
+$127M

Top Sellers

1
BlackRock
BlackRock
New York
-$559M
2
LPL Financial
LPL Financial
California
-$459M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$278M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$187M
5
NLI
Nippon Life Insurance
Japan
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
GP
626
Girard Partners
Pennsylvania
$857K -$4.21K -20 -0.5%
LAM
627
Lebenthal Asset Management
New York
$855K +$855K +4,062 New
LH
628
Lebenthal Holdings
New York
$855K +$855K +4,062 New
NFG
629
Nations Financial Group
Iowa
$854K +$179K +852 +27%
Luther King Capital Management (LKCM)
630
Luther King Capital Management (LKCM)
Texas
$845K -$63.2K -300 -7%
SSP
631
Sapphire Star Partners
Washington
$836K +$836K +3,974 New
CBOA
632
Commonwealth Bank of Australia
Australia
$835K +$256K +1,220 +44%
MG
633
McCutchen Group
Washington
$834K -$274K -1,300 -25%
SI
634
Stephens Inc
Arkansas
$825K +$44.4K +211 +6%
ACP
635
Aviance Capital Partners
Florida
$823K – – –
BWM
636
BerganKDV Wealth Management
Minnesota
$818K – – –
EWA
637
Exencial Wealth Advisors
Oklahoma
$808K -$6.32K -30 -0.8%
FPCG
638
Fort Pitt Capital Group
Pennsylvania
$807K +$135K +642 +20%
SWM
639
SVA Wealth Management
Wisconsin
$804K +$108K +512 +15%
EK
640
Evensky & Katz
Florida
$798K -$30.3K -144 -4%
PFP
641
Pinnacle Financial Partners
Tennessee
$793K -$11.3K -52 -1%
S
642
SignatureFD
Georgia
$790K +$421 +2 +0.1%
AIM
643
Advantage Investment Management
Iowa
$783K +$407K +1,934 +108%
PWW
644
Pettyjohn Wood & White
Virginia
$781K -$324K -1,539 -29%
VFA
645
Virtus Fund Advisers
Connecticut
$778K -$68.6K -325 -8%
JIR
646
James Investment Research
Ohio
$776K – – –
PL
647
Parthenon LLC
Kentucky
$771K – – –
HHGA
648
Halbert Hargrove Global Advisors
California
$767K -$206K -977 -21%
DBT
649
Dubuque Bank & Trust
Iowa
$765K -$652K -3,095 -46%
PFBT
650
Parkside Financial Bank & Trust
Missouri
$765K -$2.74K -13 -0.4%
24 25
26
27 28