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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 %
RAM
1001
Riggs Asset Management
Pennsylvania
$186K 827 +225 +37%
GWS
1002
Glassman Wealth Services
Virginia
$182K 808 – –
PO
1003
Private Ocean
California
$175K 776 -73 -9%
JWA
1004
JFS Wealth Advisors
Pennsylvania
$171K 761 +120 +19%
KTC
1005
Kistler-Tiffany Companies
Pennsylvania
$166K 737 -25 -3%
ANBT
1006
American National Bank & Trust
Texas
$163K 724 – –
ACS
1007
Archford Capital Strategies
Illinois
$162K 724 – –
SFFS
1008
Stonehage Fleming Financial Services
Jersey
$162K 724 – –
NSB
1009
Norway Savings Bank
Maine
$160K 710 +710 New
CHP
1010
Cable Hill Partners
Oregon
$149K 664 – –
LCM
1011
Liberty Capital Management
Michigan
$140K 616 -4,350 -88%
SWA
1012
Sutton Wealth Advisors
Florida
$135K 602 – –
CHC
1013
City Holding Co
West Virginia
$130K 578 -30 -5%
AWM
1014
AllSquare Wealth Management
New York
$129K 575 +475 +475%
CFA
1015
CT Financial Advisors
Pennsylvania
$120K 533 -8 -1%
CJA
1016
C-J Advisory
California
$118K 527 +6 +1%
EWM
1017
Edge Wealth Management
New York
$117K 520 -300 -37%
KPCM
1018
Kings Point Capital Management
New York
$116K 514 – –
VCM
1019
Versant Capital Management
Arizona
$113K 502 +472 +1,573%
FCT
1020
Family Capital Trust
Massachusetts
$110K 491 +10 +2%
RCA
1021
Rowland Carmichael Advisors
Arizona
$108K 479 +162 +51%
QAM
1022
QCI Asset Management
New York
$100K 445 – –
LWA
1023
Lenox Wealth Advisors
New York
$90K 400 – –
VNA
1024
Valley National Advisers
Pennsylvania
$90K 400 – –
First Manhattan
1025
First Manhattan
New York
$87K 391 -20 -5%
39 40
41
42 43