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 %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$81.8M 363,451 +358,844 +7,789%
AII
102
AGF Investments Inc
Ontario, Canada
$81.2M 361,496 +57,369 +19%
VCM
103
Verger Capital Management
North Carolina
$80M 355,521 +1,021 +0.3%
AIG
104
American International Group
New York
$76.8M 341,200 – –
LW
105
Linscomb Wealth
Texas
$75.3M 334,483 +3,666 +1%
KT
106
Kanaly Trust
Texas
$74.7M 332,171 +5,494 +2%
CONA
107
Capital One National Association
New York
$74.3M 330,101 +25,580 +8%
RGIA
108
Rainier Group Investment Advisory
Washington
$70.9M 315,218 +315,218 New
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$67.6M 300,255 +62,806 +26%
BAM
110
Baring Asset Management
United Kingdom
$66.9M 296,351 +41,843 +16%
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$66M 293,202 +160,736 +121%
PCIG
112
Partners Capital Investment Group
Massachusetts
$65.5M 291,166 +60,768 +26%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$64.4M 286,275 +73,479 +35%
Axa
114
Axa
France
$63.7M 282,925 +408 +0.1%
BDF
115
Balasa Dinverno & Foltz
$62.8M 278,996 -2,565 -0.9%
FI
116
FormulaFolio Investments
Michigan
$62.8M 278,977 +53,598 +24%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$61M 270,906 +270,781 +216,625%
AIM
118
Astor Investment Management
Illinois
$59.8M 265,586 -459 -0.2%
CPO
119
Cerity Partners OCIO
New York
$59.7M 265,467 -717 -0.3%
MIH
120
Madison Investment Holdings
Wisconsin
$57.4M 255,258 +160,301 +169%
BFPW
121
BOK Financial Private Wealth
Colorado
$57.3M 254,574 +693 +0.3%
CC
122
Cadinha & Co
Hawaii
$56.8M 252,391 +206,596 +451%
TCT
123
TIAA CREF Trust
Missouri
$54.7M 243,088 +50,715 +26%
FNBOH
124
First National Bank of Hutchinson
Kansas
$53.3M 237,002 -6,078 -3%
TFO
125
Tarbox Family Office
California
$52.9M 235,123 +70,841 +43%
3 4
5
6 7