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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 %
NFG
626
Nations Financial Group
Iowa
$883K +$218 +1 +0%
Legal & General Group
627
Legal & General Group
United Kingdom
$883K +$417K +1,922 +90%
LAM
628
Lebenthal Asset Management
New York
$880K -$3.26K -15 -0.4%
RWM
629
RKL Wealth Management
Pennsylvania
$879K +$292K +1,344 +50%
Luther King Capital Management (LKCM)
630
Luther King Capital Management (LKCM)
Texas
$873K – – –
JGC
631
J. Goldman & Co
New York
$870K +$870K +4,000 New
EWA
632
Exencial Wealth Advisors
Oklahoma
$866K +$45.9K +215 +6%
CBOA
633
Commonwealth Bank of Australia
Australia
$865K – – –
MG
634
McCutchen Group
Washington
$862K – – –
Jane Street
635
Jane Street
New York
$861K -$577K -2,654 -40%
RWA
636
River Wealth Advisors
Pennsylvania
$859K +$449K +2,065 +110%
EWM
637
Empirical Wealth Management
Washington
$857K -$802K -3,689 -48%
BWM
638
BerganKDV Wealth Management
Minnesota
$851K +$6.09K +28 +0.7%
SI
639
Stephens Inc
Arkansas
$848K -$5.22K -24 -0.6%
FPCG
640
Fort Pitt Capital Group
Pennsylvania
$834K – – –
SEI Investments
641
SEI Investments
Pennsylvania
$825K +$240K +1,103 +41%
VFA
642
Virtus Fund Advisers
Connecticut
$817K +$14.4K +66 +2%
JFA
643
JNBA Financial Advisors
Minnesota
$812K -$25.3M -116,517 -97%
S
644
SignatureFD
Georgia
$812K -$4.13K -19 -0.5%
EK
645
Evensky & Katz
Florida
$808K -$17.4K -80 -2%
JIR
646
James Investment Research
Ohio
$802K – – –
KM
647
Kalos Management
Georgia
$801K -$87.3K -401 -10%
PL
648
Parthenon LLC
Kentucky
$797K – – –
HHGA
649
Halbert Hargrove Global Advisors
California
$793K – – –
PWW
650
Pettyjohn Wood & White
Virginia
$791K -$16.3K -75 -2%
24 25
26
27 28