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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.

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
1
Northwestern Mutual Investment Management Company
Wisconsin
$456M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$896M
3
QI
3
QS Investors
New York
$373M
4
PP
4
Prudential plc
United Kingdom
$243M
5
CS
5
Cisco Systems
California
$127M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.96B
2
LPL Financial
2
LPL Financial
California
$7.87M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$143M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$491M
5
NLI
5
Nippon Life Insurance
Japan
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
WPW
801
Waldron Private Wealth
Pennsylvania
$315K 1,500 +1,500 New
CAM
802
Carret Asset Management
New York
$314K 1,490 -358 -19%
CCG
803
Chatham Capital Group
Georgia
$310K 1,475 – –
BFS
804
Bradley Foster & Sargent
Connecticut
$310K 1,475 +1,475 New
FEG
805
Financial Enhancement Group
Indiana
$309K 1,466 +485 +49%
IA
806
Independence Advisors
Pennsylvania
$306K 1,455 +1,455 New
WA
807
WFG Advisors
Texas
$305K 1,451 -289 -17%
LCOV
808
London Company of Virginia
Virginia
$304K 1,445 +224 +18%
CPIG
809
Chicago Partners Investment Group
Illinois
$303K 1,439 +13 +0.9%
WAM
810
Weatherly Asset Management
California
$303K 1,438 +15 +1%
BA
811
BKS Advisors
Michigan
$300K 1,426 – –
TCOO
812
Trust Company of Oklahoma
Oklahoma
$300K 1,424 – –
FMC
813
First Merchants Corp
Indiana
$298K 1,416 +1,416 New
CIC
814
Cornercap Investment Counsel
Georgia
$297K 1,413 -125 -8%
MMG
815
Monetary Management Group
Missouri
$295K 1,400 +25 +2%
GHA
816
GW Henssler & Associates
Georgia
$294K 1,395 +411 +42%
FFBTD
817
First Financial Bank - Trust Division
Ohio
$292K 1,387 -396 -22%
AIA
818
Allegis Investment Advisors
Idaho
$288K 1,386 +1,386 New
SIM
819
Sigma Investment Management
Oregon
$281K 1,334 – –
CAW
820
Cornerstone Advisors (Washington)
Washington
$281K 1,334 +919 +221%
WF
821
Welch & Forbes
Massachusetts
$280K 1,328 -17 -1%
WCM
822
Weik Capital Management
Pennsylvania
$274K 1,300 – –
LA
823
LVW Advisors
New York
$271K 1,287 -67 -5%
BFO
824
Boston Family Office
Massachusetts
$271K 1,287 +105 +9%
SCM
825
Southport Capital Management
Tennessee
$268K 1,274 -97 -7%
31 32
33
34 35