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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 %
HTC
701
Haverford Trust Company
Pennsylvania
$561K +$101K +479 +22%
PC
702
Peavine Capital
Nevada
$560K -$332K -1,578 -37%
BBPWM
703
Blue Bell Private Wealth Management
Pennsylvania
$556K -$35K -166 -6%
LC
704
Lourd Capital
California
$556K – – –
LWM
705
Lenox Wealth Management
Ohio
$553K -$69.7K -331 -11%
SFM
706
Signature Financial Management
Virginia
$546K -$49.4K -235 -8%
SLT
707
St Louis Trust
Missouri
$544K – – –
NGA
708
Naples Global Advisors
Florida
$539K – – –
PAS
709
Park Avenue Securities
New York
$539K +$2.96K +14 +0.6%
BTNA
710
Bremer Trust National Association
Minnesota
$539K +$23.2K +110 +4%
BG
711
Bahl & Gaynor
Ohio
$535K +$18.3K +87 +4%
KIA
712
KCM Investment Advisors
California
$533K – – –
SFSG
713
Stearns Financial Services Group
North Carolina
$532K -$242K -1,148 -31%
HCM
714
Horan Capital Management
Maryland
$529K -$63.9K -304 -11%
ZCA
715
Zeke Capital Advisors
Pennsylvania
$529K – – –
PFA
716
Pure Financial Advisors
California
$528K -$4.84K -23 -0.9%
ABC
717
Associated Banc-Corp
Wisconsin
$522K +$108K +514 +26%
EGA
718
E&G Advisors
Texas
$518K +$199K +944 +62%
NHC
719
Nicholas Hoffman & Company
Georgia
$512K +$512K +2,432 New
SIA
720
Starfire Investment Advisers
Michigan
$508K +$211 +1 +0%
CCM
721
Cribstone Capital Management
Maine
$506K -$32.2K -153 -6%
Koshinski Asset Management
722
Koshinski Asset Management
Illinois
$505K +$221K +1,050 +78%
Kovitz Investment Group Partners
723
Kovitz Investment Group Partners
Illinois
$501K -$47.4K -225 -9%
IIM
724
Ipswich Investment Management
Massachusetts
$500K -$8.42K -40 -2%
TIA
725
Tiemann Investment Advisors
California
$498K +$55.3K +263 +13%
27 28
29
30 31