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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 %
ACM
676
Armbruster Capital Management
New York
$548K – – –
LC
677
Lourd Capital
California
$546K +$546K +2,641 New
Kovitz Investment Group Partners
678
Kovitz Investment Group Partners
Illinois
$538K +$538K +2,604 New
C
679
CFO4Life
Texas
$535K -$1.43M -6,945 -73%
SLT
680
St Louis Trust
Missouri
$534K – – –
DSN
681
D. Scott Neal
Kentucky
$534K +$301K +1,455 +129%
NGA
682
Naples Global Advisors
Florida
$529K +$55.7K +270 +12%
CCM
683
Cribstone Capital Management
Maine
$528K -$17.6K -85 -3%
PAS
684
Park Avenue Securities
New York
$528K +$242K +1,161 +84%
PFA
685
Pure Financial Advisors
California
$526K +$526K +2,530 New
CG
686
Colony Group
Massachusetts
$524K -$579K -2,802 -52%
KIA
687
KCM Investment Advisors
California
$523K -$41.3K -200 -7%
ZCA
688
Zeke Capital Advisors
Pennsylvania
$520K +$520K +2,514 New
HPIA
689
Hamilton Point Investment Advisors
North Carolina
$518K +$153K +742 +42%
MBT
690
Monroe Bank & Trust
Michigan
$514K -$57.9K -280 -10%
BG
691
Bahl & Gaynor
Ohio
$507K +$53.1K +257 +12%
BTNA
692
Bremer Trust National Association
Minnesota
$506K -$138K -668 -21%
BO
693
Bank OZK
Arkansas
$504K – – –
CAM
694
Crestone Asset Management
Colorado
$503K -$58.9K -285 -10%
CK
695
Carnick & Kubik
Colorado
$501K +$15.5K +75 +3%
IIM
696
Ipswich Investment Management
Massachusetts
$500K +$59K +285 +13%
SIA
697
Starfire Investment Advisers
Michigan
$499K – – –
RT
698
Rockland Trust
Massachusetts
$494K +$76.2K +369 +18%
MCM
699
Matterhorn Capital Management
Texas
$493K +$493K +2,386 New
EFS
700
Essex Financial Services
Connecticut
$486K +$56K +271 +13%
26 27
28
29 30