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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

953 hedge funds and large institutions have $43.9B invested in iShares Core S&P 500 ETF in 2016 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 378 increasing their positions, 362 reducing their positions, and 26 closing their positions.

Holders
953
Holders Change
+21
Holders Change %
+2.25%
% of All Funds
25.47%
Holding in Top 10
253
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.61%
% of All Funds
6.76%
New
59
Increased
378
Reduced
362
Closed
26
Calls
$30.9M
Puts
$21.7M
Net Calls
+$9.2M
Net Calls Change
-$33.8M

Top Buyers

1
NMIMC
1
Northwestern Mutual Investment Management Company
Wisconsin
$1.2B
2
NMIFOAC
2
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.02B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.31B
4
BIT
4
BlackRock Institutional Trust
California
$1.53B
5
SB
5
Suntrust Banks
Georgia
$515M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$128M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$257M
3
CS
3
Cisco Systems
California
$0
4
UBS Group
4
UBS Group
Switzerland
$372M
5
Millennium Management
5
Millennium Management
New York
$9.76M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
126
Stratford Consulting
Texas
$45.1M 207,175 +2,127 +1%
AL
127
Aspiriant LLC
California
$44.6M 205,156 -60,786 -23%
WAM
128
Wealthspire Advisors (Maryland)
Maryland
$44.2M 203,062 +3,620 +2%
TMNFIC
129
Tokio Marine & Nichido Fire Insurance Company
Japan
$43.5M 200,000 – –
CPSAC
130
Chas P. Smith & Associates (CPS)
Florida
$42.8M 201,555 +97,344 +93%
SIMM
131
Stillwater Investment Management (Minnesota)
Minnesota
$42.5M 195,447 +2,994 +2%
TCT
132
TIAA CREF Trust
Missouri
$41.9M 192,373 +67,035 +53%
Northern Trust
133
Northern Trust
Illinois
$41.8M 192,115 -2,198 -1%
MFS
134
McNamara Financial Services
Massachusetts
$41.6M 191,261 +3,865 +2%
HWA
135
Heritage Wealth Advisors
Virginia
$41.4M 190,083 -10,016 -5%
AI
136
Accredited Investors
Minnesota
$41.1M 189,116 -4,682 -2%
WA
137
Wealth Architects
California
$40.9M 188,151 -1,292 -0.7%
FWCM
138
Ferguson Wellman Capital Management
Oregon
$40.5M 186,175 +10,533 +6%
MA
139
Montag & Associates
Georgia
$39.1M 179,637 +9,622 +6%
AG
140
Advisor Group
Arizona
$38.4M 176,420 +42,970 +32%
HFS
141
HL Financial Services
Kentucky
$38.3M 176,002 -2,128 -1%
BA
142
Bridgewater Associates
Connecticut
$38.1M 175,000 – –
MA
143
MUFG Americas
New York
$37.1M 170,741 +5,785 +4%
KA
144
Klingman & Associates
New York
$37.1M 170,572 +17,697 +12%
CFG
145
Citizens Financial Group
Rhode Island
$37M 170,118 +13,068 +8%
SPC
146
Sigma Planning Corp
Michigan
$36.5M 167,722 +47,780 +40%
CIM
147
CIM Investment Management
Pennsylvania
$36.5M 167,552 +7,812 +5%
TFO
148
Tarbox Family Office
California
$35.7M 164,282 +65,717 +67%
HFBOT
149
Home Federal Bank of Tennessee
Tennessee
$35.7M 164,017 +3,097 +2%
MWAC
150
Mariner Wealth Advisors (Cincinnati)
Ohio
$35.2M 161,937 +3,661 +2%
4 5
6
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