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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 %
TCM
751
Tuttle Capital Management
Connecticut
$482K +$157K +720 +48%
HCM
752
Harvey Capital Management
Florida
$477K +$151K +694 +46%
CFP
753
Cornerstone Financial Partners
North Carolina
$477K +$477K +2,081 New
Kovitz Investment Group Partners
754
Kovitz Investment Group Partners
Illinois
$474K -$43.5K -200 -8%
CCM
755
Cribstone Capital Management
Maine
$473K -$41.8K -195 -8%
HCM
756
Horan Capital Management
Maryland
$469K -$77.3K -356 -14%
HCM
757
HM Capital Management
Missouri
$468K -$14.3K -66 -3%
TAM
758
Tealwood Asset Management
Minnesota
$458K +$458K +2,105 New
TW
759
Transform Wealth
Colorado
$456K -$3.7K -17 -0.8%
SBH
760
Segall Bryant & Hamill
Illinois
$456K – – –
SFSIG
761
San Francisco Sentry Investment Group
California
$456K +$38.1K +175 +9%
TCCM
762
Timber Creek Capital Management
Massachusetts
$452K +$452K +2,081 New
RJA
763
Robshaw & Julian Associates
New York
$448K – – –
CCG
764
Cypress Capital Group
Florida
$447K -$5.43K -25 -1%
RMDI
765
R.M. Davis Inc
Maine
$445K -$21.8K -100 -5%
FWM
766
FFT Wealth Management
Pennsylvania
$445K – – –
TTWM
767
TCV Trust & Wealth Management
Virginia
$444K -$21.7K -100 -5%
GAM
768
Gemmer Asset Management
California
$441K -$18.1K -83 -4%
MTWSIF
769
Mivtachim The Workers Social Insurance Fund
Israel
$432K – – –
Verition Fund Management
770
Verition Fund Management
Connecticut
$430K +$430K +1,977 New
CIS
771
Connors Investor Services
Pennsylvania
$426K – – –
CFA
772
Capstone Financial Advisors
Illinois
$426K – – –
MM
773
Meridian Management
Arkansas
$423K – – –
LFG
774
LifePlan Financial Group
Ohio
$423K +$24.6K +113 +6%
BCP
775
Berkeley Capital Partners
Georgia
$421K +$23.3K +107 +6%
29 30
31
32 33