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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 %
AAC
901
Asset Advisors Corp
Georgia
$361K 1,606 +344 +27%
FEG
902
Financial Enhancement Group
Indiana
$355K 1,577 +152 +11%
IFAM
903
Institutional & Family Asset Management
Colorado
$354K 1,572 +1,572 New
MC
904
Moors & Cabot
Massachusetts
$353K 1,569 +459 +41%
LIA
905
LS Investment Advisors
Michigan
$351K 1,559 – –
SWPG
906
Strategic Wealth Partners Group
Illinois
$348K 1,548 – –
WEC
907
Winslow Evans & Crocker
Massachusetts
$346K 1,540 -348 -18%
CCT
908
Capital City Trust
Florida
$345K 1,535 – –
LNWWM
909
Laird Norton Wetherby Wealth Management
California
$345K 1,535 +11 +0.7%
RFA
910
Reilly Financial Advisors
California
$344K 1,529 +510 +50%
PI
911
PHH Investments
Texas
$344K 1,490 +1,490 New
CAM
912
Crestone Asset Management
Colorado
$341K 1,515 +27 +2%
NP
913
NorthRock Partners
Minnesota
$340K 1,507 +1,507 New
BFS
914
Bradley Foster & Sargent
Connecticut
$338K 1,501 +61 +4%
CAM
915
Carret Asset Management
New York
$335K 1,490 – –
MMG
916
Monetary Management Group
Missouri
$326K 1,450 +50 +4%
MBT
917
Monroe Bank & Trust
Michigan
$324K 1,439 – –
TCOO
918
Trust Company of Oklahoma
Oklahoma
$320K 1,424 – –
LRPA
919
L. Roy Papp & Associates
Arizona
$320K 1,421 +1,421 New
CIC
920
Cornercap Investment Counsel
Georgia
$318K 1,413 – –
CAM
921
Close Asset Management
United Kingdom
$317K 1,410 +1,410 New
MBTD
922
Mechanics Bank - Trust Department
California
$313K 1,392 – –
CAL
923
Capital Advisors Ltd
Ohio
$310K 1,379 -135 -9%
IA
924
Independence Advisors
Pennsylvania
$310K 1,377 +2 +0.1%
PAS
925
Partnervest Advisory Services
California
$307K 1,363 +27 +2%
35 36
37
38 39