IVV icon

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 %
PA
951
Paracle Advisors
Washington
$267K 1,187 -255 -18%
GHA
952
GW Henssler & Associates
Georgia
$263K 1,169 +101 +9%
BFA
953
Bragg Financial Advisors
North Carolina
$260K 1,154 – –
CG
954
Cutler Group
California
$260K 1,158 +1,158 New
CRB
955
Chad R. Baker
$256K 1,140 – –
CIAS
956
Capital Investment Advisory Services
North Carolina
$254K 1,129 +1,129 New
GD
957
Grandfield & Dodd
New York
$253K 1,125 – –
NB
958
NBT Bank
New York
$252K 1,118 -26 -2%
WA
959
Waverly Advisors
Alabama
$248K 1,104 -28 -2%
WA
960
WFG Advisors
Texas
$243K 1,080 -422 -28%
SIM
961
Sigma Investment Management
Oregon
$243K 1,078 -225 -17%
BFEC
962
Benjamin F. Edwards & Company
Missouri
$243K 1,080 +2 +0.2%
BIG
963
Bellwether Investment Group
Tennessee
$243K 1,080 +1,080 New
BMM
964
Berkshire Money Management
Massachusetts
$237K 1,054 -2,546 -71%
RMCM
965
Reynders McVeigh Capital Management
Massachusetts
$237K 1,054 -50 -5%
WA
966
Winfield Associates
Ohio
$237K 1,055 -25 -2%
VCM
967
Vigilant Capital Management
Maine
$236K 1,050 – –
PWMAG
968
Pinnacle Wealth Management Advisory Group
New Jersey
$236K 1,050 +1,050 New
CW
969
Cabot-Wellington
Massachusetts
$235K 1,045 -580 -36%
ERIM
970
Eagle Ridge Investment Management
Connecticut
$231K 1,028 – –
LM
971
Legg Mason
Maryland
$231K 1,024 +669 +188%
FNB
972
Farmers National Bank
Kentucky
$230K 1,023 – –
RFS
973
Rockefeller Financial Services
New York
$229K 1,019 -550 -35%
CC
974
Callan Capital
California
$229K 1,020 – –
HS
975
Huntington Steele
Pennsylvania
$226K 1,005 +11 +1%
37 38
39
40 41