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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.

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

Top Sellers

1
MTB
1
Mizuho Trust & Banking
Japan
$0
2
BIT
2
BlackRock Institutional Trust
California
$1.2B
3
PP
3
Prudential plc
United Kingdom
$137M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$0
5
JRP
5
Jasper Ridge Partners
California
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
TCCM
851
Timber Creek Capital Management
Massachusetts
$479K 2,133 +52 +2%
FFBTD
852
First Financial Bank - Trust Division
Ohio
$475K 2,110 +617 +41%
HCM
853
Horan Capital Management
Maryland
$474K 2,110 -50 -2%
OWM
854
Orgel Wealth Management
Wisconsin
$472K 2,096 +308 +17%
GAG
855
GM Advisory Group
New York
$470K 2,090 +2,090 New
BC
856
Barnett & Company
Tennessee
$466K 2,072 -360 -15%
FWM
857
FFT Wealth Management
Pennsylvania
$462K 2,053 – –
RMDI
858
R.M. Davis Inc
Maine
$460K 2,046 – –
TTWM
859
TCV Trust & Wealth Management
Virginia
$460K 2,043 – –
SNBOSD
860
Security National Bank of So Dak
Iowa
$454K 2,020 +2,020 New
WPA
861
West Paces Advisors
Georgia
$450K 2,000 +2,000 New
EWM
862
Endurance Wealth Management
Rhode Island
$449K 1,997 +259 +15%
APP
863
Avantax Planning Partners
Iowa
$449K 1,994 +1,994 New
MTWSIF
864
Mivtachim The Workers Social Insurance Fund
Israel
$447K 1,985 – –
SCM
865
Southport Capital Management
Tennessee
$444K 1,973 +63 +3%
CFA
866
Capstone Financial Advisors
Illinois
$441K 1,959 +1 +0.1%
CIS
867
Connors Investor Services
Pennsylvania
$439K 1,950 -9 -0.5%
OSNBOA
868
Old Second National Bank of Aurora
Illinois
$427K 1,900 – –
1SB
869
1ST Source Bank
Indiana
$427K 1,899 +74 +4%
MC
870
Middleton & Co
Massachusetts
$420K 1,865 +1,865 New
VFA
871
Virtus Fund Advisers
Connecticut
$419K 1,861 -1,892 -50%
MWM
872
Mission Wealth Management
California
$418K 1,859 -2,323 -56%
CCG
873
Cypress Capital Group
Florida
$414K 1,841 -216 -11%
HCM
874
HM Capital Management
Missouri
$413K 1,833 -327 -15%
RT
875
Rockland Trust
Massachusetts
$411K 1,827 +115 +7%
33 34
35
36 37