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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 %
NB
851
Nicolet Bankshares
Wisconsin
$261K +$261K +1,199 New
SEIA
852
Signature Estate & Investment Advisors
California
$259K +$57.9K +266 +29%
BTW
853
Boston Trust Walden
Massachusetts
$257K – – –
RCG
854
Ruggie Capital Group
Florida
$253K -$8.87K -41 -3%
BFA
855
Bragg Financial Advisors
North Carolina
$251K – – –
DRD
856
Dennis R. Delaney
$251K – – –
Jones Financial Companies
857
Jones Financial Companies
Missouri
$250K -$119K -548 -32%
NB
858
NBT Bank
New York
$249K – – –
CRB
859
Chad R. Baker
$248K – – –
WA
860
Waverly Advisors
Alabama
$246K -$18K -83 -7%
GD
861
Grandfield & Dodd
New York
$245K – – –
AWA
862
ARS Wealth Advisors
Florida
$243K +$17.8K +82 +8%
GKWIM
863
Gerber Kawasaki Wealth & Investment Management
California
$243K +$243K +1,120 New
MC
864
Moors & Cabot
Massachusetts
$242K -$8.72K -40 -3%
W
865
Wealthfront
California
$240K -$142K -653 -37%
RMCM
866
Reynders McVeigh Capital Management
Massachusetts
$240K – – –
SGAM
867
Steinberg Global Asset Management
Florida
$235K – – –
BFEC
868
Benjamin F. Edwards & Company
Missouri
$235K – – –
WA
869
Winfield Associates
Ohio
$235K – – –
CCG
870
Chatham Capital Group
Georgia
$234K -$87.1K -400 -27%
GHA
871
GW Henssler & Associates
Georgia
$232K -$71K -327 -23%
VCM
872
Vigilant Capital Management
Maine
$228K – – –
LCM
873
Lucas Capital Management
New Jersey
$225K +$869 +4 +0.4%
PCM
874
Perritt Capital Management
Illinois
$224K -$4.35K -20 -2%
ERIM
875
Eagle Ridge Investment Management
Connecticut
$224K – – –
33 34
35
36 37