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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

1,066 hedge funds and large institutions have $51.2B invested in iShares Core S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 514 increasing their positions, 268 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+113
Holders Change %
+11.86%
% of All Funds
26.69%
Holding in Top 10
299
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+18.18%
% of All Funds
7.49%
New
160
Increased
514
Reduced
268
Closed
34
Calls
$28.7M
Puts
$8.67M
Net Calls
+$20M
Net Calls Change
+$10.8M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$920M
2
Asset Management One
Asset Management One
Japan
$685M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$695M
4
BlackRock
BlackRock
New York
$4.65B
5
BFA
BlackRock Fund Advisors
California
$866M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
$0
2
BIT
BlackRock Institutional Trust
California
$1.2B
3
PP
Prudential plc
United Kingdom
$137M
4
PPFA
Provida Pension Fund Administrator
Chile
$0
5
JRP
Jasper Ridge Partners
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
826
Hengehold Capital Management
Ohio
$529K -$27.5K -122 -5%
BPCA
827
Bank Pictet & Cie (Asia)
Singapore
$529K +$133K +590 +33%
RJA
828
Robshaw & Julian Associates
New York
$528K +$64.1K +285 +14%
PP
829
Patten & Patten
Tennessee
$526K +$900 +4 +0.2%
GAM
830
Gemmer Asset Management
California
$525K +$68.7K +305 +15%
BO
831
Bank OZK
Arkansas
$524K – – –
W
832
Wealthfront
California
$523K +$275K +1,223 +111%
APCM
833
Alaska Permanent Capital Management
Alaska
$521K +$521K +2,318 New
IA
834
IndexIQ Advisors
New York
$519K +$494K +2,194 +1,942%
HCM
835
Harvey Capital Management
Florida
$518K +$24.9K +111 +5%
PC
836
Peavine Capital
Nevada
$517K -$80.7K -359 -14%
ZCA
837
Zeke Capital Advisors
Pennsylvania
$517K -$48.8K -217 -9%
TH
838
TCTC Holdings
Texas
$515K -$47.7K -212 -8%
BCM
839
BTR Capital Management
California
$511K – – –
BPB
840
Badgley, Phelps & Bell
Washington
$510K +$96.7K +430 +23%
RC
841
Rinet Company
Massachusetts
$507K – – –
TIA
842
Tiemann Investment Advisors
California
$506K -$6.75K -30 -1%
TCM
843
Tran Capital Management
California
$506K +$506K +2,248 New
TW
844
Transform Wealth
Colorado
$499K +$26.6K +118 +6%
VKH
845
Virtu KCG Holdings
New York
$491K -$569K -2,528 -54%
PV
846
Private Vista
Illinois
$491K -$170K -739 -26%
SFSIG
847
San Francisco Sentry Investment Group
California
$491K +$19.6K +87 +4%
MSAM
848
Moloney Securities Asset Management
Missouri
$483K +$483K +2,147 New
CCM
849
Cribstone Capital Management
Maine
$480K -$23.5K -103 -5%
FWIA
850
Fort Washington Investment Advisors
Ohio
$480K +$480K +2,134 New
32 33
34
35 36