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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 %
WAM
801
Weatherly Asset Management
California
$353K +$40K +184 +13%
VWA
802
V Wealth Advisors
Kansas
$349K -$1.05M -4,806 -75%
HIMC
803
Heritage Investors Management Corp
Maryland
$347K -$2.18K -10 -0.6%
BHBT
804
Burke & Herbert Bank & Trust
Virginia
$342K -$32.7K -150 -9%
RFS
805
Rockefeller Financial Services
New York
$342K – – –
AIS
806
American Investment Services
Massachusetts
$340K +$110K +506 +48%
LIA
807
LS Investment Advisors
Michigan
$339K – – –
SWPG
808
Strategic Wealth Partners Group
Illinois
$337K -$125K -575 -27%
VCP
809
Vista Capital Partners
Oregon
$337K +$337K +1,551 New
CCT
810
Capital City Trust
Florida
$334K – – –
LNWWM
811
Laird Norton Wetherby Wealth Management
California
$332K – – –
CAL
812
Capital Advisors Ltd
Ohio
$329K -$20.6K -95 -6%
WA
813
WFG Advisors
Texas
$327K +$11.1K +51 +4%
BCM
814
Bayesian Capital Management
New York
$327K +$327K +1,501 New
FFBTD
815
First Financial Bank - Trust Division
Ohio
$325K +$23.1K +106 +8%
HF
816
HRT Financial
New York
$325K +$325K +1,497 New
CAM
817
Crestone Asset Management
Colorado
$324K -$101K -464 -24%
CAM
818
Carret Asset Management
New York
$324K – – –
CPIG
819
Chicago Partners Investment Group
Illinois
$315K +$1.96K +9 +0.6%
PA
820
Paracle Advisors
Washington
$314K +$314K +1,442 New
BFS
821
Bradley Foster & Sargent
Connecticut
$313K -$7.61K -35 -2%
FEG
822
Financial Enhancement Group
Indiana
$310K -$8.92K -41 -3%
TCOO
823
Trust Company of Oklahoma
Oklahoma
$310K – – –
MBT
824
Monroe Bank & Trust
Michigan
$307K -$68.7K -322 -18%
BA
825
BKS Advisors
Michigan
$307K -$3.26K -15 -1%
31 32
33
34 35