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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

932 hedge funds and large institutions have $39.9B invested in iShares Core S&P 500 ETF in 2016 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 388 increasing their positions, 336 reducing their positions, and 33 closing their positions.

Holders
932
Holders Change
+30
Holders Change %
+3.33%
% of All Funds
24.91%
Holding in Top 10
249
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+4.62%
% of All Funds
6.65%
New
72
Increased
388
Reduced
336
Closed
33
Calls
$58.5M
Puts
$15.5M
Net Calls
+$43M
Net Calls Change
+$17.7M

Top Buyers

1
NMIMC
1
Northwestern Mutual Investment Management Company
Wisconsin
$456M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$896M
3
QI
3
QS Investors
New York
$373M
4
PP
4
Prudential plc
United Kingdom
$243M
5
CS
5
Cisco Systems
California
$127M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.96B
2
LPL Financial
2
LPL Financial
California
$7.87M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$143M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$491M
5
NLI
5
Nippon Life Insurance
Japan
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
WAM
126
Wealthspire Advisors (Maryland)
Maryland
$42M 199,442 +3,897 +2%
Northern Trust
127
Northern Trust
Illinois
$40.9M 194,313 +10,197 +6%
AI
128
Accredited Investors
Minnesota
$40.8M 193,798 -7,000 -3%
SIMM
129
Stillwater Investment Management (Minnesota)
Minnesota
$40.5M 192,453 +6,888 +4%
WA
130
Wealth Architects
California
$39.9M 189,443 +6,809 +4%
FI
131
FormulaFolio Investments
Michigan
$39.7M 188,403 +25,374 +16%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$39.6M 188,098 +34,262 +22%
MFS
133
McNamara Financial Services
Massachusetts
$39.4M 187,396 +27,355 +17%
AIG
134
American International Group
New York
$39.1M 185,700 +11,494 +7%
SIM
135
SSI Investment Management
California
$37.6M 178,578 +17,346 +11%
HFS
136
HL Financial Services
Kentucky
$37.5M 178,130 -4,340 -2%
Principal Financial Group
137
Principal Financial Group
Iowa
$37.2M 176,325 -40,300 -19%
FWCM
138
Ferguson Wellman Capital Management
Oregon
$37M 175,642 -3,146 -2%
BA
139
Bridgewater Associates
Connecticut
$36.8M 175,000 – –
MA
140
Montag & Associates
Georgia
$35.8M 170,015 +7,618 +5%
MSWM
141
Mader & Shannon Wealth Management
Missouri
$34.8M 165,355 -12,155 -7%
MA
142
MUFG Americas
New York
$34.7M 164,956 +6,535 +4%
HFBOT
143
Home Federal Bank of Tennessee
Tennessee
$33.9M 160,920 +7,195 +5%
CIM
144
CIM Investment Management
Pennsylvania
$33.6M 159,740 +27,525 +21%
DADC
145
D.A. Davidson & Co
Montana
$33.5M 159,382 -2,062 -1%
Bessemer Group
146
Bessemer Group
New Jersey
$33.5M 158,953 -73,875 -32%
MWAC
147
Mariner Wealth Advisors (Cincinnati)
Ohio
$33.3M 158,276 -3,807 -2%
CC
148
Courier Capital
New York
$33.1M 157,124 +693 +0.4%
CFG
149
Citizens Financial Group
Rhode Island
$33.1M 157,050 -3,993 -2%
UBS AM
150
UBS AM
Illinois
$32.9M 155,986 +3,586 +2%
4 5
6
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