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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 %
CNBT
701
Canandaigua National Bank & Trust
New York
$612K +$222K +1,021 +57%
CA
702
Corrado Advisors
New Jersey
$610K +$12.6K +58 +2%
KFS
703
Kurt F. Somerville
$608K – – –
WJA
704
Williams Jones & Associates
New York
$605K +$217 +1 +0%
PV
705
Private Vista
Illinois
$605K +$160K +761 +36%
PAMG
706
Patton Albertson Miller Group
Tennessee
$604K -$601K -2,765 -50%
CHJWM
707
Carlton Hofferkamp & Jenks Wealth Management
Texas
$604K +$604K +2,777 New
CCA
708
Clearwater Capital Advisors
Illinois
$601K -$6.91K -32 -1%
CCM
709
Carlson Capital Management
Minnesota
$595K +$11.3K +52 +2%
CCT
710
Country Club Trust
Missouri
$592K +$117K +536 +25%
ACN
711
Advisor Consultant Network
Ohio
$592K +$592K +2,721 New
AT
712
Arden Trust
Delaware
$591K +$591K +2,715 New
ABFS
713
Appropriate Balance Financial Services
Washington
$590K -$34.6K -159 -6%
CDIA
714
Capital Directions Investment Advisors
Georgia
$586K – – –
RP
715
Riverbridge Partners
Minnesota
$586K +$159K +730 +37%
KIA
716
KCM Investment Advisors
California
$583K +$32.4K +149 +6%
EGA
717
E&G Advisors
Texas
$582K +$46.1K +212 +9%
PFO
718
Pathstone Family Office
New Jersey
$582K +$162K +743 +38%
FHC
719
First Heartland Consultants
Missouri
$582K +$164K +752 +39%
HTC
720
Haverford Trust Company
Pennsylvania
$580K – – –
PC
721
Peavine Capital
Nevada
$578K – – –
LC
722
Lourd Capital
California
$575K – – –
PFA
723
Pure Financial Advisors
California
$569K +$23.9K +110 +4%
SLT
724
St Louis Trust
Missouri
$562K – – –
FNBOO
725
First National Bank of Omaha
Nebraska
$560K -$40.9K -188 -7%
27 28
29
30 31