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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 %
Toronto Dominion Bank
726
Toronto Dominion Bank
Ontario, Canada
$498K +$74.2K +350 +18%
PP
727
Patten & Patten
Tennessee
$495K +$421 +2 +0.1%
BCM
728
BTR Capital Management
California
$494K +$494K +2,347 New
BO
729
Bank OZK
Arkansas
$490K -$22.7K -108 -4%
HCM
730
HM Capital Management
Missouri
$468K – – –
HCM
731
Hengehold Capital Management
Ohio
$466K +$36.9K +175 +9%
CCT
732
Country Club Trust
Missouri
$460K -$97.9K -465 -18%
RBC
733
Roble Belko & Company
Pennsylvania
$453K -$193K -918 -30%
RMDI
734
R.M. Davis Inc
Maine
$452K – – –
Legal & General Group
735
Legal & General Group
United Kingdom
$452K +$69.6K +330 +18%
PV
736
Private Vista
Illinois
$451K -$28.9K -135 -6%
TTWM
737
TCV Trust & Wealth Management
Virginia
$451K -$21K -100 -4%
SWPG
738
Strategic Wealth Partners Group
Illinois
$446K +$446K +2,123 New
TW
739
Transform Wealth
Colorado
$445K +$445K +2,115 New
GAM
740
Gemmer Asset Management
California
$444K +$47.6K +226 +12%
STMM
741
South Texas Money Management
Texas
$441K -$32.2K -153 -7%
SBH
742
Segall Bryant & Hamill
Illinois
$441K – – –
RC
743
Rinet Company
Massachusetts
$440K +$22.3K +106 +5%
CCG
744
Cypress Capital Group
Florida
$438K -$1.05K -5 -0.2%
RJA
745
Robshaw & Julian Associates
New York
$434K – – –
Thrivent Financial for Lutherans
746
Thrivent Financial for Lutherans
Minnesota
$432K -$14.1K -66 -3%
FWM
747
FFT Wealth Management
Pennsylvania
$432K – – –
CI
748
Cavalier Investments
Georgia
$427K -$10.5K -50 -2%
HPIA
749
Hamilton Point Investment Advisors
North Carolina
$423K -$105K -500 -20%
RT
750
Rockland Trust
Massachusetts
$419K -$83.9K -399 -17%
28 29
30
31 32