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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 %
CG
626
Caprock Group
Idaho
$1.48M -$685K -3,043 -32%
TCOV
627
Trust Company of Vermont
Vermont
$1.46M +$63.2K +281 +5%
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.45M +$32.6K +145 +2%
ADL
629
Asset Dedication LLC
California
$1.44M +$106K +471 +8%
RHBC
630
R.H. Bluestein & Co
Michigan
$1.44M +$1.44M +6,403 New
CCM
631
Covington Capital Management
California
$1.44M +$276K +1,291 +24%
CTA
632
Chesley Taft & Associates
Illinois
$1.44M -$4.5K -20 -0.3%
CMP
633
Courage Miller Partners
Virginia
$1.43M +$21.8K +97 +2%
BCA
634
Bray Capital Advisors
Florida
$1.43M +$152K +676 +12%
AFS
635
Access Financial Services
Minnesota
$1.42M +$1.42M +6,327 New
GHAM
636
Gilman Hill Asset Management
Connecticut
$1.42M +$416K +1,850 +41%
Connor, Clark & Lunn Investment Management (CC&L)
637
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.41M – – –
WI
638
Wedgewood Investors
Pennsylvania
$1.4M -$7.2K -32 -0.5%
DC
639
Davenport & Co
Virginia
$1.4M +$338K +1,504 +32%
ABFS
640
Appropriate Balance Financial Services
Washington
$1.4M +$785K +3,489 +129%
KCP
641
KDI Capital Partners
North Carolina
$1.39M +$1.39M +6,175 New
KA
642
Kovack Advisors
Florida
$1.39M +$183K +815 +15%
OC
643
Oakworth Capital
Alabama
$1.38M +$16.6K +75 +1%
KC
644
Kingfisher Capital
North Carolina
$1.38M +$1.38M +6,141 New
LF
645
Lee Financial
Texas
$1.38M +$1.38M +6,132 New
CT
646
Cambridge Trust
Massachusetts
$1.38M -$19.3K -86 -1%
HT
647
HighTower Trust
Texas
$1.34M +$1.34M +5,957 New
RWM
648
RKL Wealth Management
Pennsylvania
$1.34M +$430K +1,913 +47%
MCM
649
MV Capital Management
Maryland
$1.33M -$459K -2,038 -26%
MOACM
650
Mutual of America Capital Management
New York
$1.33M +$302K +1,344 +29%
24 25
26
27 28