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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 %
DBT
651
Dubuque Bank & Trust
Iowa
$790K – – –
PFBT
652
Parkside Financial Bank & Trust
Missouri
$789K -$870 -4 -0.1%
FLPIM
653
F.L. Putnam Investment Management
Massachusetts
$784K +$184K +845 +31%
BMM
654
Berkshire Money Management
Massachusetts
$783K – – –
SSP
655
Sapphire Star Partners
Washington
$782K -$82.2K -378 -10%
ISB
656
Iowa State Bank
Iowa
$781K – – –
SWM
657
SVA Wealth Management
Wisconsin
$771K -$59.8K -275 -7%
CA
658
Cortland Associates
Missouri
$768K +$768K +3,531 New
IC
659
Iconiq Capital
California
$765K – – –
HCA
660
Horan Capital Advisors
Ohio
$763K +$68.5K +315 +10%
ACP
661
Aviance Capital Partners
Florida
$760K -$91K -418 -11%
WT
662
Washington Trust
Rhode Island
$749K -$435 -2 -0.1%
PMG
663
ProVise Management Group
Florida
$749K +$86.4K +397 +13%
VHAM
664
Van Hulzen Asset Management
California
$747K -$31.6K -145 -4%
AIA
665
Allegis Investment Advisors
Idaho
$734K +$433K +1,989 +144%
BBPWM
666
Blue Bell Private Wealth Management
Pennsylvania
$727K +$152K +700 +27%
PPCM
667
Pillar Pacific Capital Management
California
$724K -$25.4K -117 -3%
CFB
668
Cullen/Frost Bankers
Texas
$724K +$86.8K +399 +14%
GLA
669
Great Lakes Advisors
Illinois
$721K -$212K -977 -23%
OMC
670
Old Mission Capital
Illinois
$718K +$718K +3,301 New
TF
671
Tompkins Financial
New York
$717K – – –
MI
672
Montage Investments
Kansas
$716K -$523K -2,400 -42%
Cetera Investment Advisers
673
Cetera Investment Advisers
Illinois
$712K -$222K -1,020 -24%
SCA
674
Salient Capital Advisors
Texas
$709K +$69.4K +319 +11%
TCOT
675
Trust Company of Toledo
Ohio
$697K -$9.79K -45 -1%
25 26
27
28 29