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.

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 %
RCG
826
Ruggie Capital Group
Florida
$264K 1,210 +6 +0.5%
HDIM
827
Hanson & Doremus Investment Management
Vermont
$263K 1,249 +23 +2%
PS
828
Portfolio Solutions
Michigan
$261K 1,238 – –
WA
829
Waverly Advisors
Alabama
$256K 1,215 – –
MM
830
Main Management
California
$256K 1,217 – –
WIA
831
Westbourne Investment Advisors
Maryland
$255K 1,210 – –
MC
832
Matisse Capital
Oregon
$254K 1,205 – –
VST
833
Van Strum & Towne
California
$254K 1,205 +1,205 New
KA
834
KLCM Advisors
Wisconsin
$253K 1,200 – –
BFG
835
Beacon Financial Group
Texas
$250K 2,666 -11,576 -81%
BTW
836
Boston Trust Walden
Massachusetts
$248K 1,180 – –
WGCA
837
Wolf Group Capital Advisors
Virginia
$247K 1,174 +31 +3%
BFA
838
Bragg Financial Advisors
North Carolina
$243K 1,154 -40 -3%
DRD
839
Dennis R. Delaney
$243K 1,156 – –
FMW
840
Farr Miller & Washington
District of Columbia
$243K 1,155 +23 +2%
MC
841
Moors & Cabot
Massachusetts
$242K 1,150 -125 -10%
NB
842
NBT Bank
New York
$241K 1,144 – –
ST
843
Smithfield Trust
Pennsylvania
$240K 1,138 -51 -4%
CRB
844
Chad R. Baker
$240K 1,140 – –
RFA
845
Reilly Financial Advisors
California
$240K 1,142 +57 +5%
GD
846
Grandfield & Dodd
New York
$237K 1,125 – –
CFA
847
Cahill Financial Advisors
Minnesota
$237K 1,126 +1,126 New
EVM
848
Eaton Vance Management
Massachusetts
$236K 1,122 -103 -8%
RMCM
849
Reynders McVeigh Capital Management
Massachusetts
$232K 1,104 +1,104 New
LRPA
850
L. Roy Papp & Associates
Arizona
$230K 1,093 +1,093 New
32 33
34
35 36