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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

902 hedge funds and large institutions have $38.8B invested in iShares Core S&P 500 ETF in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 383 increasing their positions, 326 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
24.07%
Holding in Top 10
238
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.67%
% of All Funds
6.35%
New
66
Increased
383
Reduced
326
Closed
59
Calls
$38M
Puts
$12.7M
Net Calls
+$25.3M
Net Calls Change
+$20.3M

Top Buyers

1
BlackRock
BlackRock
New York
+$695M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$320M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$214M
4
BIT
BlackRock Institutional Trust
California
+$175M
5
NLI
Nippon Life Insurance
Japan
+$119M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$646M
2
PPFA
Provida Pension Fund Administrator
Chile
-$338M
3
BFA
BlackRock Fund Advisors
California
-$158M
4
PPA
Parametric Portfolio Associates
Washington
-$114M
5
BIM
BlackRock Investment Management
Delaware
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
801
Westbourne Investment Advisors
Maryland
$250K – – –
MC
802
Matisse Capital
Oregon
$249K – – –
RCG
803
Ruggie Capital Group
Florida
$249K +$249K +1,204 New
KA
804
KLCM Advisors
Wisconsin
$248K – – –
BFA
805
Bragg Financial Advisors
North Carolina
$247K – – –
FHC
806
First Heartland Consultants
Missouri
$246K -$131K -635 -35%
ST
807
Smithfield Trust
Pennsylvania
$246K – – –
BFO
808
Boston Family Office
Massachusetts
$244K – – –
BTW
809
Boston Trust Walden
Massachusetts
$244K +$244K +1,180 New
DRD
810
Dennis R. Delaney
$239K – – –
CBT
811
Central Bank & Trust
Kentucky
$238K +$37.9K +184 +19%
BCP
812
Berkeley Capital Partners
Georgia
$237K -$179K -866 -43%
BFEC
813
Benjamin F. Edwards & Company
Missouri
$237K +$22.7K +110 +11%
SFG
814
SNS Financial Group
Minnesota
$236K -$3.15M -15,265 -93%
WGCA
815
Wolf Group Capital Advisors
Virginia
$236K -$119K -575 -33%
NB
816
NBT Bank
New York
$236K – – –
CRB
817
Chad R. Baker
$236K – – –
FMW
818
Farr Miller & Washington
District of Columbia
$234K -$1.45M -7,027 -86%
GD
819
Grandfield & Dodd
New York
$232K – – –
PCM
820
Perritt Capital Management
Illinois
$229K – – –
AWA
821
ARS Wealth Advisors
Florida
$229K – – –
RFA
822
Reilly Financial Advisors
California
$224K +$206 +1 +0.1%
WA
823
Winfield Associates
Ohio
$223K -$12.4K -60 -5%
CIM
824
Confluence Investment Management
Missouri
$221K -$1.44M -7,000 -87%
SGCA
825
Steel Grove Capital Advisors
Tennessee
$220K – – –
31 32
33
34 35