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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 %
BMM
651
Berkshire Money Management
Massachusetts
$758K +$758K +3,600 New
ISB
652
Iowa State Bank
Iowa
$756K -$2.11K -10 -0.3%
VHAM
653
Van Hulzen Asset Management
California
$753K -$167K -795 -18%
IC
654
Iconiq Capital
California
$740K -$50.8K -241 -6%
PPCM
655
Pillar Pacific Capital Management
California
$725K +$2.53K +12 +0.3%
WT
656
Washington Trust
Rhode Island
$725K +$293K +1,394 +68%
CCT
657
Chemung Canal Trust
New York
$716K -$84.2K -400 -11%
SHJ
658
Sharkey, Howes & Javer
Colorado
$697K +$66.3K +315 +11%
TF
659
Tompkins Financial
New York
$694K – – –
MWM
660
Mission Wealth Management
California
$687K +$687K +3,262 New
TCOT
661
Trust Company of Toledo
Ohio
$684K – – –
FWSM
662
First Wilshire Securities Management
California
$674K +$63.2K +300 +10%
CRC
663
Curi RMB Capital
Illinois
$672K +$9.05K +43 +1%
HCA
664
Horan Capital Advisors
Ohio
$672K +$271K +1,285 +67%
BHTS
665
Bar Harbor Trust Services
Maine
$667K – – –
KP
666
Keel Point
Alabama
$665K -$21.7K -103 -3%
EB
667
Eastern Bank
Massachusetts
$663K +$1.69K +8 +0.3%
MHS
668
M Holdings Securities
Oregon
$658K +$27.8K +132 +4%
ZF
669
Zhang Financial
Michigan
$656K – – –
PMG
670
ProVise Management Group
Florida
$641K +$641K +3,045 New
PG
671
Patten Group
Tennessee
$634K -$23.6K -112 -4%
IAA
672
Ironsides Asset Advisors
North Carolina
$634K -$207K -984 -25%
FWP
673
FAS Wealth Partners
Kansas
$625K +$179K +849 +40%
LOT
674
Lombard Odier Transatlantic
Quebec, Canada
$622K +$31.6K +150 +5%
IWA
675
Intercontinental Wealth Advisors
Texas
$620K – – –
25 26
27
28 29