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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 %
CIC
826
Cornercap Investment Counsel
Georgia
$307K – – –
MMG
827
Monetary Management Group
Missouri
$305K – – –
MBTD
828
Mechanics Bank - Trust Department
California
$303K +$303K +1,392 New
IA
829
Independence Advisors
Pennsylvania
$299K -$17.4K -80 -5%
MC
830
Matisse Capital
Oregon
$298K +$35.5K +163 +14%
PAS
831
Partnervest Advisory Services
California
$291K -$49.9K -229 -15%
ST
832
Smithfield Trust
Pennsylvania
$290K +$42.1K +193 +17%
WF
833
Welch & Forbes
Massachusetts
$284K -$5.45K -25 -2%
SIM
834
Sigma Investment Management
Oregon
$283K -$6.73K -31 -2%
AAC
835
Asset Advisors Corp
Georgia
$275K +$275K +1,262 New
EP
836
Edgestream Partners
New Jersey
$274K +$274K +1,258 New
BFO
837
Boston Family Office
Massachusetts
$272K -$8.05K -37 -3%
HDIM
838
Hanson & Doremus Investment Management
Vermont
$272K – – –
FMW
839
Farr Miller & Washington
District of Columbia
$270K +$19.5K +90 +8%
PS
840
Portfolio Solutions
Michigan
$269K – – –
ACM
841
Acertus Capital Management
New Jersey
$267K -$91K -418 -25%
BIAS
842
Beacon Investment Advisory Services
New Jersey
$267K -$91K -418 -25%
WCM
843
Weik Capital Management
Pennsylvania
$265K -$17.4K -80 -6%
MM
844
Main Management
California
$265K – – –
WIA
845
Westbourne Investment Advisors
Maryland
$263K – – –
VST
846
Van Strum & Towne
California
$262K – – –
BFG
847
Beacon Financial Group
Texas
$262K +$131K +2,666 +100%
ANTB
848
AMG National Trust Bank
Colorado
$261K -$69.6K -320 -21%
KA
849
KLCM Advisors
Wisconsin
$261K – – –
CFA
850
Cahill Financial Advisors
Minnesota
$261K +$15.3K +70 +6%
32 33
34
35 36