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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 %
LC
751
LCNB Corp
Ohio
$795K +$795K +3,535 New
HCA
752
Horan Capital Advisors
Ohio
$789K – – –
ACP
753
Aviance Capital Partners
Florida
$786K – – –
BG
754
Bahl & Gaynor
Ohio
$780K +$74.3K +330 +11%
PPCM
755
Pillar Pacific Capital Management
California
$779K +$30.4K +135 +4%
LS
756
Lattice Strategies
Pennsylvania
$778K -$171K -760 -18%
ISB
757
Iowa State Bank
Iowa
$762K -$45.2K -201 -6%
TF
758
Tompkins Financial
New York
$761K +$19.6K +87 +3%
Invesco
759
Invesco
Georgia
$753K +$753K +3,345 New
WT
760
Washington Trust
Rhode Island
$752K -$22.5K -100 -3%
CFD
761
Creative Financial Designs
Indiana
$749K +$749K +3,327 New
S
762
SignatureFD
Georgia
$745K -$94.7K -421 -11%
PMG
763
ProVise Management Group
Florida
$745K -$29K -129 -4%
AWM
764
Affinity Wealth Management
Delaware
$737K +$50.2K +223 +7%
WF
765
Welch & Forbes
Massachusetts
$730K +$437K +1,942 +149%
EGA
766
E&G Advisors
Texas
$727K +$125K +556 +21%
NA
767
NewEdge Advisors
Louisiana
$725K +$29K +127 +4%
TCOT
768
Trust Company of Toledo
Ohio
$721K – – –
SEI Investments
769
SEI Investments
Pennsylvania
$719K -$134K -597 -16%
KM
770
Kalos Management
Georgia
$718K -$110K -488 -13%
BC
771
Brinker Capital
Pennsylvania
$716K +$716K +3,183 New
WPC
772
White Pine Capital
Minnesota
$715K +$39.8K +177 +6%
KP
773
Keel Point
Alabama
$706K +$2.03K +9 +0.3%
HTC
774
Haverford Trust Company
Pennsylvania
$702K +$102K +455 +17%
BHTS
775
Bar Harbor Trust Services
Maine
$701K -$11.5K -51 -2%
29 30
31
32 33