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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 %
B
976
Barings
North Carolina
$225K 1,000 – –
SWM
977
Segment Wealth Management
Texas
$225K 1,000 – –
HPC
978
HM Payson & Co
Maine
$222K 985 – –
UWPG
979
Ullmann Wealth Partners Group
Florida
$221K 958 +958 New
LCM
980
Lucas Capital Management
New Jersey
$220K 980 -56 -5%
RCG
981
Ruggie Capital Group
Florida
$219K 960 -209 -18%
AB
982
Atlas Brown
Kentucky
$219K 1,008 – –
STMM
983
South Texas Money Management
Texas
$218K 967 -658 -40%
NB
984
Nicolet Bankshares
Wisconsin
$216K 959 -240 -20%
CM
985
Churchill Management
California
$215K 954 +954 New
SC
986
Searle & Co
Connecticut
$214K 950 – –
BB
987
Busey Bank
Illinois
$211K 938 -25 -3%
FTI
988
Fiduciary Trust International
Massachusetts
$211K 940 +940 New
ACM
989
Alta Capital Management
Utah
$210K 935 +935 New
FC
990
Forte Capital
New York
$210K 936 +936 New
FANJ
991
Financial Architects (New Jersey)
New Jersey
$209K 930 +102 +12%
BFC
992
Blue Fin Capital
Rhode Island
$208K 925 +925 New
RAM
993
Redmond Asset Management
Virginia
$207K 918 -33 -3%
WA
994
WealthTrust Axiom
Pennsylvania
$207K 922 – –
I2I
995
Insight 2811 Inc
Illinois
$207K 920 +920 New
MML Investors Services
996
MML Investors Services
Massachusetts
$206K 918 -8,127 -90%
FFWA
997
FRG Family Wealth Advisors
Washington
$202K 900 +900 New
IC
998
Investment Counsel
Michigan
$200K 890 +890 New
AC
999
Alexandria Capital
Virginia
$191K 850 – –
Victory Capital Management
1000
Victory Capital Management
Texas
$188K 834 +834 New
38 39
40
41 42