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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.

New
Increased
Maintained
Reduced
Closed
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
Northwestern Mutual Wealth Management
Wisconsin
$920M
2
Asset Management One
Asset Management One
Japan
$685M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$695M
4
BlackRock
BlackRock
New York
$4.65B
5
BFA
BlackRock Fund Advisors
California
$866M

Top Sellers

1
MTB
Mizuho Trust & Banking
Japan
$0
2
BIT
BlackRock Institutional Trust
California
$1.2B
3
PP
Prudential plc
United Kingdom
$137M
4
PPFA
Provida Pension Fund Administrator
Chile
$0
5
JRP
Jasper Ridge Partners
California
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
151
Northern Trust
Illinois
$40.9M -$2.31M -10,247 -5%
FWCM
152
Ferguson Wellman Capital Management
Oregon
$40.8M -$1.13M -5,007 -3%
VC
153
Vicus Capital
Pennsylvania
$40.3M +$12.4M +55,203 +44%
GT
154
Glenview Trust
Kentucky
$40.2M +$40.2M +178,827 New
AL
155
Aspiriant LLC
California
$40M -$6.14M -27,312 -13%
WBG
156
Wharton Business Group
Pennsylvania
$39.8M +$35.7M +158,715 +882%
MA
157
MUFG Americas
New York
$39.5M +$1.07M +4,749 +3%
BA
158
Bridgewater Associates
Connecticut
$39.4M – – –
PFM
159
PacWest Financial Management
Arizona
$38.8M -$983K -437 -2%
HighTower Advisors
160
HighTower Advisors
Illinois
$38.5M +$4.46M +19,817 +13%
CC
161
Courier Capital
New York
$38.5M +$3.08M +13,710 +9%
DADC
162
D.A. Davidson & Co
Montana
$38.4M +$5.16M +22,952 +16%
CFG
163
Citizens Financial Group
Rhode Island
$37.1M -$1.19M -5,283 -3%
SPC
164
Sigma Planning Corp
Michigan
$37M -$721K -3,206 -2%
HFBOT
165
Home Federal Bank of Tennessee
Tennessee
$37M +$98.1K +436 +0.3%
CCFCSB
166
Cape Cod Five Cents Savings Bank
Massachusetts
$36.8M +$1.84M +8,183 +5%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$36.6M +$21.9M +97,128 +148%
CIM
168
CIM Investment Management
Pennsylvania
$36.5M -$1.17M -5,191 -3%
FTIOP
169
Fiduciary Trust International of Pennsylvania
Pennsylvania
$36.1M +$9.67M +42,995 +37%
LTFS
170
Ladenburg Thalmann Financial Services
Florida
$35.7M +$14.8M +65,786 +71%
MWAC
171
Mariner Wealth Advisors (Cincinnati)
Ohio
$35.5M -$948K -4,215 -3%
USAA
172
United Services Automobile Association
Texas
$35.5M +$19M +84,400 +115%
GC
173
Gilbert & Cook
Iowa
$34.9M +$34.9M +155,122 New
PFM
174
Phillips Financial Management
Indiana
$34.8M +$553K +2,420 +2%
CAG
175
Crestwood Advisors Group
Massachusetts
$34.6M +$3.81M +16,947 +12%
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