IVV icon

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 %
Cetera Investment Advisers
726
Cetera Investment Advisers
Illinois
$888K +$153K +680 +21%
BBPWM
727
Blue Bell Private Wealth Management
Pennsylvania
$880K +$128K +567 +17%
ABC
728
Associated Banc-Corp
Wisconsin
$873K -$66.4K -295 -7%
FPCG
729
Fort Pitt Capital Group
Pennsylvania
$864K +$1.13K +5 +0.1%
FWSM
730
First Wilshire Securities Management
California
$861K +$141K +625 +20%
MG
731
McCutchen Group
Washington
$844K -$48.2K -214 -5%
LFG
732
LifePlan Financial Group
Ohio
$843K +$405K +1,801 +93%
KBFS
733
Kohmann Bosshard Financial Services
Ohio
$840K +$840K +3,639 New
PFBT
734
Parkside Financial Bank & Trust
Missouri
$839K +$22.5K +100 +3%
AUB
735
Atlantic Union Bankshares
Virginia
$838K -$145K -643 -15%
PL
736
Parthenon LLC
Kentucky
$830K +$5.18K +23 +0.6%
CRC
737
Curi RMB Capital
Illinois
$825K +$107K +476 +15%
HHGA
738
Halbert Hargrove Global Advisors
California
$820K – – –
IC
739
Iconiq Capital
California
$816K +$25.4K +113 +3%
CD
740
Carl Domino
Florida
$816K +$421K +1,870 +107%
Legal & General Group
741
Legal & General Group
United Kingdom
$815K -$92.4K -414 -10%
CFB
742
Cullen/Frost Bankers
Texas
$814K +$65.9K +293 +9%
SWM
743
SVA Wealth Management
Wisconsin
$813K +$15.5K +69 +2%
NFG
744
Nations Financial Group
Iowa
$812K -$101K -450 -11%
PFP
745
Pinnacle Financial Partners
Tennessee
$811K -$285K -1,264 -26%
DBT
746
Dubuque Bank & Trust
Iowa
$811K -$6.3K -28 -0.8%
Koshinski Asset Management
747
Koshinski Asset Management
Illinois
$811K +$300K +1,333 +59%
PFGIA
748
Patriot Financial Group Insurance Agency
Massachusetts
$811K +$811K +3,557 New
TIM
749
Total Investment Management
Arizona
$796K +$796K +3,538 New
PWW
750
Pettyjohn Wood & White
Virginia
$795K -$22.5K -100 -3%
28 29
30
31 32