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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
$1.2B
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.02B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.31B
4
BIT
BlackRock Institutional Trust
California
$1.53B
5
SB
Suntrust Banks
Georgia
$515M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$128M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$257M
3
CS
Cisco Systems
California
$0
4
UBS Group
UBS Group
Switzerland
$372M
5
Millennium Management
Millennium Management
New York
$9.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
901
BSW Wealth Partners
Colorado
$141K -$543K -118,085 -79%
JWA
902
JFS Wealth Advisors
Pennsylvania
$139K +$47.1K +217 +51%
CHC
903
City Holding Co
West Virginia
$132K -$217 -1 -0.2%
RAM
904
Riggs Asset Management
Pennsylvania
$131K – – –
SWA
905
Sutton Wealth Advisors
Florida
$131K – – –
SIC
906
Salem Investment Counselors
North Carolina
$125K -$1.63K -749 -1%
CFA
907
CT Financial Advisors
Pennsylvania
$118K -$25.7K -118 -18%
CJA
908
C-J Advisory
California
$113K +$113K +521 New
KPCM
909
Kings Point Capital Management
New York
$112K +$218 +1 +0.2%
FCT
910
Family Capital Trust
Massachusetts
$105K – – –
QAM
911
QCI Asset Management
New York
$97K – – –
CAW
912
Cornerstone Advisors (Washington)
Washington
$96K -$193K -891 -67%
EAMA
913
EFG Asset Management (Americas)
Florida
$91K +$91K +417 New
First Manhattan
914
First Manhattan
New York
$89K – – –
VNA
915
Valley National Advisers
Pennsylvania
$87K – – –
LWA
916
Lenox Wealth Advisors
New York
$87K – – –
RBC
917
Roble Belko & Company
Pennsylvania
$84K -$383K -1,763 -82%
LM
918
Legg Mason
Maryland
$78K +$78K +355 New
RCA
919
Rowland Carmichael Advisors
Arizona
$69K – – –
WAS
920
Winch Advisory Services
Wisconsin
$67K – – –
VWM
921
Valley Wealth Managers
New Jersey
$57K – – –
BGIM
922
Brandywine Global Investment Management
Pennsylvania
$55K -$1.96K -9 -3%
CBT
923
Central Bank & Trust
Kentucky
$54K -$124K -565 -70%
WAP
924
Wealthcare Advisory Partners
Pennsylvania
$52K – – –
MCM
925
Manchester Capital Management
Vermont
$46K – – –
35 36
37
38 39