IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
KA
176
Klingman & Associates
New York
$24M +$5.04M +24,410 +27%
FEG
177
Fund Evaluation Group
Ohio
$23.5M +$23.5M +114,116 New
Baird Financial Group
178
Baird Financial Group
Wisconsin
$23.2M -$1.44M -6,967 -6%
PAG
179
Private Advisor Group
New Jersey
$23.1M -$858K -4,023 -4%
FTIOP
180
Fiduciary Trust International of Pennsylvania
Pennsylvania
$23.1M +$723K +3,500 +3%
AI
181
Atria Investments
North Carolina
$23.1M -$3.35M -16,232 -13%
WT
182
Whittier Trust
California
$23M -$173K -835 -0.7%
MCM
183
MAI Capital Management
Ohio
$22.8M +$1.22M +5,922 +6%
BHWM
184
Bar Harbor Wealth Management
New Hampshire
$22.3M -$76K -368 -0.3%
CPSAC
185
Chas P. Smith & Associates (CPS)
Florida
$22M +$356K +1,722 +2%
CIBC Private Wealth Group
186
CIBC Private Wealth Group
Georgia
$21.8M -$6.84M -33,092 -24%
VC
187
Vicus Capital
Pennsylvania
$21.6M +$5.71M +27,643 +36%
OC
188
Oppenheimer & Co
New York
$21.4M -$891K -4,313 -4%
CB
189
Commerce Bank
Missouri
$21.1M +$2.63M +12,717 +14%
SSB
190
Sandy Spring Bank
Maryland
$21M +$2.78M +13,446 +15%
ONB
191
Old National Bancorp
Indiana
$20.2M -$1.33M -6,415 -6%
CAN
192
Cetera Advisor Networks
California
$20M -$30.2M -145,996 -60%
LTFS
193
Ladenburg Thalmann Financial Services
Florida
$19.7M -$5.31M -25,686 -21%
EA
194
Efficient Advisors
Ohio
$19.5M -$126K -612 -0.6%
TCT
195
TIAA CREF Trust
Missouri
$19.2M +$5.18M +25,081 +37%
PP
196
Pegasus Partners
Wisconsin
$19.1M -$12.3M -59,372 -39%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$18.8M +$16.6M +80,281 +738%
IFA
198
Interactive Financial Advisors
Illinois
$18.8M -$242K -1,170 -1%
EHPM
199
Emery Howard Portfolio Management
California
$18.7M +$353K +1,709 +2%
EIM
200
ExxonMobil Investment Management
Texas
$18.6M -$8.31M -40,200 -31%