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 %
NGA
726
Naples Global Advisors
Florida
$557K – – –
LWM
727
Lenox Wealth Management
Ohio
$553K – – –
FTS
728
Fifth Third Securities
Ohio
$545K -$1.8M -8,274 -77%
TH
729
TCTC Holdings
Texas
$545K -$88.8K -408 -14%
ZCA
730
Zeke Capital Advisors
Pennsylvania
$543K – – –
SFSG
731
Stearns Financial Services Group
North Carolina
$542K -$7.4K -34 -1%
SIA
732
Starfire Investment Advisers
Michigan
$539K +$14.1K +65 +3%
TCM
733
Traynor Capital Management
Pennsylvania
$539K +$111K +518 +26%
HCM
734
Hengehold Capital Management
Ohio
$538K +$56.2K +258 +12%
VWM
735
Venturi Wealth Management
Texas
$531K +$298K +1,370 +128%
BC
736
Barnett & Company
Tennessee
$529K +$340K +1,565 +181%
BCM
737
Brookmont Capital Management
Texas
$525K -$84K -386 -14%
NHC
738
Nicholas Hoffman & Company
Georgia
$521K -$8.27K -38 -2%
FB
739
Fulton Bank
Pennsylvania
$519K +$519K +2,386 New
Toronto Dominion Bank
740
Toronto Dominion Bank
Ontario, Canada
$512K – – –
BCM
741
BTR Capital Management
California
$511K – – –
PP
742
Patten & Patten
Tennessee
$508K -$3.48K -16 -0.7%
BO
743
Bank OZK
Arkansas
$507K – – –
TIA
744
Tiemann Investment Advisors
California
$496K -$19.2K -88 -4%
Koshinski Asset Management
745
Koshinski Asset Management
Illinois
$494K -$27.4K -126 -5%
C
746
CFO4Life
Texas
$491K -$116K -533 -19%
RC
747
Rinet Company
Massachusetts
$491K +$35.3K +162 +8%
CAM
748
Concorde Asset Management
Michigan
$489K -$103K -474 -17%
CASB
749
Cape Ann Savings Bank
Massachusetts
$488K +$55.5K +255 +13%
IIM
750
Ipswich Investment Management
Massachusetts
$485K -$31.5K -145 -6%
28 29
30
31 32