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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

902 hedge funds and large institutions have $38.8B invested in iShares Core S&P 500 ETF in 2016 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 383 increasing their positions, 326 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
24.07%
Holding in Top 10
238
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-6.67%
% of All Funds
6.35%
New
66
Increased
383
Reduced
326
Closed
59
Calls
$38M
Puts
$12.7M
Net Calls
+$25.3M
Net Calls Change
+$20.3M

Top Buyers

1
BlackRock
BlackRock
New York
$4.44B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$573M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$665M
4
BIT
BlackRock Institutional Trust
California
$1.11B
5
NLI
Nippon Life Insurance
Japan
$421M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.67B
2
PPFA
Provida Pension Fund Administrator
Chile
$137M
3
BFA
BlackRock Fund Advisors
California
$482M
4
PPA
Parametric Portfolio Associates
Washington
$628M
5
BIM
BlackRock Investment Management
Delaware
$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
126
Northern Trust
Illinois
$38M +$11.5M +55,552 +43%
WA
127
Wealth Architects
California
$37.7M +$3.38M +16,359 +10%
HFS
128
HL Financial Services
Kentucky
$37.7M +$7.46M +36,078 +25%
MIFH
129
Migdal Insurance & Financial Holdings
Israel
$37.7M -$585K -2,832 -2%
FWCM
130
Ferguson Wellman Capital Management
Oregon
$36.9M -$1.29M -6,234 -3%
MSWM
131
Mader & Shannon Wealth Management
Missouri
$36.7M +$36.7M +177,510 New
PCIG
132
Partners Capital Investment Group
Massachusetts
$36.5M +$1.95M +9,437 +6%
BA
133
Bridgewater Associates
Connecticut
$36.2M – – –
AIG
134
American International Group
New York
$36M +$84.7K +410 +0.2%
HWA
135
Heritage Wealth Advisors
Virginia
$35.1M +$1.73M +8,383 +5%
FI
136
FormulaFolio Investments
Michigan
$33.7M -$24.9M -120,382 -42%
MA
137
Montag & Associates
Georgia
$33.6M +$4.7M +22,724 +16%
MWAC
138
Mariner Wealth Advisors (Cincinnati)
Ohio
$33.5M -$1.19M -5,740 -3%
DADC
139
D.A. Davidson & Co
Montana
$33.4M +$1.44M +6,958 +5%
SIM
140
SSI Investment Management
California
$33.3M -$4.92M -23,789 -13%
CFG
141
Citizens Financial Group
Rhode Island
$33.3M -$4.32M -20,914 -11%
MFS
142
McNamara Financial Services
Massachusetts
$33.1M +$33.1M +160,041 New
MA
143
MUFG Americas
New York
$32.7M +$1.23M +5,933 +4%
BWP
144
BSW Wealth Partners
Colorado
$32.7M -$9.52M -46,047 -23%
CC
145
Courier Capital
New York
$32.3M +$1.63M +7,906 +5%
USAA
146
United Services Automobile Association
Texas
$32.2M -$13.3M -64,520 -29%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$31.8M +$13.6M +65,803 +75%
HFBOT
148
Home Federal Bank of Tennessee
Tennessee
$31.8M +$1.7M +8,216 +6%
PFM
149
Phillips Financial Management
Indiana
$31.5M +$588K +2,827 +2%
UBS AM
150
UBS AM
Illinois
$31.5M -$7.12M -34,450 -18%
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