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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 %
SCM
776
Southport Capital Management
Tennessee
$416K +$139K +636 +50%
OSNBOA
777
Old Second National Bank of Aurora
Illinois
$413K – – –
WEC
778
Winslow Evans & Crocker
Massachusetts
$411K – – –
Thrivent Financial for Lutherans
779
Thrivent Financial for Lutherans
Minnesota
$406K -$30.5K -141 -7%
RA
780
RFG Advisory
Alabama
$406K – – –
BPB
781
Badgley, Phelps & Bell
Washington
$400K -$21.5K -99 -5%
1SB
782
1ST Source Bank
Indiana
$397K +$1.96K +9 +0.5%
VCM
783
Violich Capital Management
California
$395K – – –
OA
784
Outfitter Advisors
Virginia
$395K – – –
NEPWA
785
New England Private Wealth Advisors
Massachusetts
$391K +$391K +1,790 New
LDB
786
Lee, Danner & Bass
Tennessee
$389K -$2.18K -10 -0.6%
OWM
787
Orgel Wealth Management
Wisconsin
$389K – – –
MLL
788
Moody Lynn & Lieberson
Massachusetts
$386K – – –
BPCA
789
Bank Pictet & Cie (Asia)
Singapore
$384K +$384K +1,763 New
CD
790
Carl Domino
Florida
$379K -$218K -1,008 -36%
EWM
791
Endurance Wealth Management
Rhode Island
$378K +$31.5K +145 +9%
RT
792
Rockland Trust
Massachusetts
$372K -$60.8K -280 -14%
CM
793
Capital Management
Virginia
$370K – – –
AF
794
Arrow Financial
New York
$369K -$2.18K -10 -0.6%
PIM
795
Parasol Investment Management
Illinois
$367K -$18.5K -85 -5%
AIM
796
Avity Investment Management
Connecticut
$367K +$367K +1,690 New
CCP
797
Corient Capital Partners
California
$356K +$356K +1,637 New
STMM
798
South Texas Money Management
Texas
$354K -$102K -468 -22%
CW
799
Cabot-Wellington
Massachusetts
$354K – – –
MC
800
Mathes Company
New York
$354K – – –
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