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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 %
HR
926
Howe & Rusling
New York
$44K +$44K +200 New
ECM
927
Exchange Capital Management
Michigan
$40K -$39.6K -183 -50%
WRM
928
Westport Resources Management
Connecticut
$38K -$1.16M -5,341 -97%
JCM
929
Jacobi Capital Management
Pennsylvania
$36K +$18.8K +87 +109%
TCM
930
Tradewinds Capital Management
Washington
$32K +$19.8K +92 +161%
AWMS
931
Advocacy Wealth Management Services
Georgia
$28K +$28K +128 New
CAPTRUST Financial Advisors
932
CAPTRUST Financial Advisors
North Carolina
$26K -$62.9M -302,453 -100%
IA
933
IndexIQ Advisors
New York
$25K +$19.7K +89 +371%
SFPM
934
Sensible Financial Planning & Management
Massachusetts
$24K +$214 +1 +0.9%
M
935
MOTCO
Texas
$22K – – –
AA
936
AlphaMark Advisors
Kentucky
$22K – – –
BAM
937
Barrett Asset Management
New York
$22K – – –
AWM
938
AllSquare Wealth Management
New York
$22K – – –
AP
939
Atwood & Palmer
Missouri
$19K – – –
NC
940
NewSquare Capital
Pennsylvania
$18K -$12.7K -60 -41%
WC
941
Whitnell & Co
Illinois
$12K +$12K +53 New
MAM
942
Meeder Asset Management
Ohio
$9K – – –
AFIA
943
America First Investment Advisors
Nebraska
$8K – – –
VCM
944
Versant Capital Management
Arizona
$6K – – –
AIS
945
Accurate Investment Solutions
Pennsylvania
$5K – – –
TSW
946
Thompson Siegel & Walmsley
Virginia
$5K – – –
LWA
947
Lowe Wealth Advisors
Maryland
$3K – – –
AIM
948
Anchor Investment Management
South Carolina
$2.83K – – –
BWA
949
Burt Wealth Advisors
Maryland
$2K – – –
SAM
950
Solaris Asset Management
New York
$1K – – –
36 37
38
39 40