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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

902 hedge funds and large institutions have $38.8B invested in iShares Core S&P 500 ETF in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 383 increasing their positions, 326 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
24.07%
Holding in Top 10
238
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.67%
% of All Funds
6.35%
New
66
Increased
383
Reduced
326
Closed
59
Calls
$38M
Puts
$12.7M
Net Calls
+$25.3M
Net Calls Change
+$20.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$695M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$320M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
4
BIT
BlackRock Institutional Trust
California
+$175M
5
NLI
Nippon Life Insurance
Japan
+$119M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$646M
2
PPFA
Provida Pension Fund Administrator
Chile
-$338M
3
BFA
BlackRock Fund Advisors
California
-$158M
4
PPA
Parametric Portfolio Associates
Washington
-$114M
5
BIM
BlackRock Investment Management
Delaware
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
651
Sharkey, Howes & Javer
Colorado
$620K +$183K +887 +42%
PG
652
Patten Group
Tennessee
$620K – – –
MHS
653
M Holdings Securities
Oregon
$619K +$89.5K +433 +17%
LWM
654
Lenox Wealth Management
Ohio
$611K -$10.3K -50 -2%
IWA
655
Intercontinental Wealth Advisors
Texas
$609K -$83.8K -405 -12%
FWSM
656
First Wilshire Securities Management
California
$599K +$207K +1,000 +53%
AF
657
Allworth Financial
California
$592K -$135K -652 -19%
WPC
658
White Pine Capital
Minnesota
$589K +$65.1K +315 +12%
SFM
659
Signature Financial Management
Virginia
$585K – – –
HCM
660
Horan Capital Management
Maryland
$582K -$145K -701 -20%
AIM
661
Arcadia Investment Management
Michigan
$582K +$259K +1,253 +80%
BBPWM
662
Blue Bell Private Wealth Management
Pennsylvania
$580K -$20.7K -100 -3%
LOT
663
Lombard Odier Transatlantic
Quebec, Canada
$579K – – –
KFS
664
Kurt F. Somerville
$578K – – –
CBOA
665
Commonwealth Bank of Australia
Australia
$569K -$125K -606 -18%
BRWA
666
B. Riley Wealth Advisors
Florida
$568K -$1.29M -6,262 -69%
BCM
667
Brookmont Capital Management
Texas
$565K -$263K -1,275 -32%
CA
668
Corrado Advisors
New Jersey
$565K +$6.82K +33 +1%
CCM
669
Carlson Capital Management
Minnesota
$559K +$14.7K +71 +3%
PFO
670
Pathstone Family Office
New Jersey
$559K +$147K +713 +36%
CDIA
671
Capital Directions Investment Advisors
Georgia
$556K – – –
AWM
672
Affinity Wealth Management
Delaware
$555K +$12K +58 +2%
WJA
673
Williams Jones & Associates
New York
$554K +$80.6K +390 +17%
FF
674
Friedenthal Financial
New Jersey
$553K – – –
CCT
675
Country Club Trust
Missouri
$548K -$1.03K -5 -0.2%
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27
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