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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,066 hedge funds and large institutions have $51.2B invested in iShares Core S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 514 increasing their positions, 268 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+113
Holders Change %
+11.86%
% of All Funds
26.69%
Holding in Top 10
299
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+18.18%
% of All Funds
7.49%
New
160
Increased
514
Reduced
268
Closed
34
Calls
$28.7M
Puts
$8.67M
Net Calls
+$20M
Net Calls Change
+$10.8M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$787M
2
Asset Management One
Asset Management One
Japan
+$685M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$429M
4
BlackRock
BlackRock
New York
+$379M
5
BFA
BlackRock Fund Advisors
California
+$291M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
-$662M
2
BIT
BlackRock Institutional Trust
California
-$380M
3
PP
Prudential plc
United Kingdom
-$158M
4
PPFA
Provida Pension Fund Administrator
Chile
-$127M
5
JRP
Jasper Ridge Partners
California
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
676
Cornerstone Capital
California
$1.14M +$1.14M +5,065 New
AIA
677
Allegis Investment Advisors
Idaho
$1.12M +$364K +1,616 +48%
SFG
678
SNS Financial Group
Minnesota
$1.12M -$443K -1,971 -28%
STB
679
S&T Bank
Pennsylvania
$1.12M -$11.5K -51 -1%
UR
680
USCA RIA
Texas
$1.11M – – –
DPI
681
Diversified Portfolios Inc
Michigan
$1.1M – – –
VWA
682
V Wealth Advisors
Kansas
$1.1M +$736K +3,277 +204%
VWM
683
Vector Wealth Management
Minnesota
$1.09M +$28.3K +126 +3%
EFS
684
Essex Financial Services
Connecticut
$1.09M +$68.2K +303 +7%
FHC
685
First Heartland Consultants
Missouri
$1.09M +$484K +2,152 +80%
HIM
686
Hanlon Investment Management
New Jersey
$1.07M +$5.4K +24 +0.5%
EWM
687
Empirical Wealth Management
Washington
$1.07M +$187K +830 +21%
AMM
688
American Money Management
California
$1.07M -$31.9K -142 -3%
CG
689
Colony Group
Massachusetts
$1.06M +$92.7K +412 +10%
MFW
690
Mosaic Family Wealth
Missouri
$1.06M +$4.06K +18 +0.4%
GP
691
Girard Partners
Pennsylvania
$1.05M +$102K +452 +11%
PHS
692
Pekin Hardy Strauss
Illinois
$1.04M – – –
EB
693
Eastern Bank
Massachusetts
$1.04M +$332K +1,475 +47%
HL
694
HeadInvest LLC
Maine
$1.03M +$23.6K +105 +2%
CCM
695
Coe Capital Management
Illinois
$1.03M -$13.5K -60 -1%
NFG
696
Nadler Financial Group
Illinois
$1.03M – – –
MC
697
Miles Capital
Iowa
$1.02M -$323K -1,437 -24%
AIM
698
Advantage Investment Management
Iowa
$1.02M -$9.93M -44,147 -91%
BTW
699
Boston Trust Walden
Massachusetts
$1.02M +$755K +3,355 +284%
EM
700
Excalibur Management
Massachusetts
$1.01M +$1.01M +4,500 New
26 27
28
29 30