IVV icon

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
$456M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$896M
3
QI
QS Investors
New York
$373M
4
PP
Prudential plc
United Kingdom
$243M
5
CS
Cisco Systems
California
$127M

Top Sellers

1
BlackRock
BlackRock
New York
$3.96B
2
LPL Financial
LPL Financial
California
$7.87M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$143M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$491M
5
NLI
Nippon Life Insurance
Japan
$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
776
Parasol Investment Management
Illinois
$373K – – –
MBT
777
Monroe Bank & Trust
Michigan
$371K -$153K -725 -29%
W
778
Wealthfront
California
$369K +$36.6K +174 +11%
BHBT
779
Burke & Herbert Bank & Trust
Virginia
$362K – – –
AF
780
Arrow Financial
New York
$359K +$36.8K +175 +11%
CM
781
Capital Management
Virginia
$358K +$358K +1,701 New
Jones Financial Companies
782
Jones Financial Companies
Missouri
$357K +$357K +1,697 New
CW
783
Cabot-Wellington
Massachusetts
$356K – – –
ACM
784
Acertus Capital Management
New Jersey
$346K -$352K -1,674 -50%
BIAS
785
Beacon Investment Advisory Services
New Jersey
$346K -$352K -1,674 -50%
MC
786
Mathes Company
New York
$342K -$15.8K -75 -4%
CAL
787
Capital Advisors Ltd
Ohio
$339K – – –
HIMC
788
Heritage Investors Management Corp
Maryland
$338K -$21.1K -100 -6%
UFA
789
US Financial Advisors
Massachusetts
$338K – – –
EWM
790
Endurance Wealth Management
Rhode Island
$335K +$13.7K +65 +4%
Jennison Associates
791
Jennison Associates
New York
$331K +$331K +1,573 New
PAS
792
Partnervest Advisory Services
California
$330K -$135K -638 -29%
RFS
793
Rockefeller Financial Services
New York
$330K -$2.1K -10 -0.6%
CDH
794
Charles D. Hyman
$330K +$330K +1,570 New
LIA
795
LS Investment Advisors
Michigan
$328K – – –
CCT
796
Capital City Trust
Florida
$323K – – –
TCM
797
Tuttle Capital Management
Connecticut
$321K +$321K +1,496 New
LNWWM
798
Laird Norton Wetherby Wealth Management
California
$321K +$321K +1,524 New
ANTB
799
AMG National Trust Bank
Colorado
$320K – – –
HCM
800
Harvey Capital Management
Florida
$315K – – –
30 31
32
33 34