IVV icon

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 %
FWSM
676
First Wilshire Securities Management
California
$696K – – –
CRC
677
Curi RMB Capital
Illinois
$694K – – –
Lido Advisors
678
Lido Advisors
California
$693K +$54.1K +249 +8%
BHTS
679
Bar Harbor Trust Services
Maine
$689K – – –
ZF
680
Zhang Financial
Michigan
$687K +$8.93K +41 +1%
EB
681
Eastern Bank
Massachusetts
$684K – – –
BG
682
Bahl & Gaynor
Ohio
$682K +$129K +595 +23%
KP
683
Keel Point
Alabama
$681K -$6.31K -29 -0.9%
GWA
684
Guidant Wealth Advisors
Illinois
$677K +$677K +3,136 New
AIM
685
Arcadia Investment Management
Michigan
$676K +$62.5K +287 +10%
CCT
686
Chemung Canal Trust
New York
$674K -$65.9K -303 -9%
MHS
687
M Holdings Securities
Oregon
$671K -$9.58K -44 -1%
AWM
688
Affinity Wealth Management
Delaware
$664K +$66.6K +306 +11%
HB
689
Homrich & Berg
Georgia
$663K +$82.3K +378 +14%
NA
690
NewEdge Advisors
Louisiana
$663K +$663K +3,048 New
WPC
691
White Pine Capital
Minnesota
$652K +$60.9K +280 +10%
SHJ
692
Sharkey, Howes & Javer
Colorado
$648K -$72.4K -333 -10%
PG
693
Patten Group
Tennessee
$644K -$2.57K -12 -0.4%
IWA
694
Intercontinental Wealth Advisors
Texas
$641K – – –
GIA
695
GHP Investment Advisors
Colorado
$637K +$1.31K +6 +0.2%
AF
696
Allworth Financial
California
$634K +$10.4K +48 +2%
FMC
697
First Merchants Corp
Indiana
$627K +$319K +1,467 +104%
BTNA
698
Bremer Trust National Association
Minnesota
$625K +$68.5K +315 +12%
HPIA
699
Hamilton Point Investment Advisors
North Carolina
$622K +$185K +850 +42%
LOT
700
Lombard Odier Transatlantic
Quebec, Canada
$620K -$21.8K -100 -3%
26 27
28
29 30