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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 %
EA
201
Efficient Advisors
Ohio
$19.5M 89,711 -3,440 -4%
CWM
202
Calamos Wealth Management
Illinois
$19M 87,129 +13,365 +18%
IF
203
Ironwood Financial
Arizona
$18.9M 86,900 +1,471 +2%
AI
204
Atria Investments
North Carolina
$18.8M 86,432 -7,697 -8%
IFA
205
Interactive Financial Advisors
Illinois
$18.6M 85,697 -2,520 -3%
WIP
206
Wellesley Investment Partners
Massachusetts
$18.4M 84,635 +100 +0.1%
Allianz Asset Management
207
Allianz Asset Management
Germany
$18.3M 84,660 -36,740 -30%
HCMT
208
Highland Capital Management (Tennessee)
Tennessee
$18.2M 83,557 +4,590 +6%
FMII
209
Farmers & Merchants Investments Inc
Nebraska
$18.1M 83,165 -26,809 -24%
FEG
210
Fund Evaluation Group
Ohio
$18M 82,675 -28,943 -26%
SHGA
211
Sand Hill Global Advisors
California
$17.2M 79,230 – –
APSP
212
Asset Planning Services (Pennsylvania)
Pennsylvania
$17.1M 78,540 +8,619 +12%
RWM
213
Rezny Wealth Management
Florida
$17M 78,221 +37,636 +93%
FIM
214
Frontier Investment Management
Texas
$16.8M 7,711 +544 +8%
PTC
215
Private Trust Company
Ohio
$16.7M 76,680 +59,432 +345%
Stifel Financial
216
Stifel Financial
Missouri
$16.3M 75,078 +15,792 +27%
Kayne Anderson Rudnick Investment Management
217
Kayne Anderson Rudnick Investment Management
California
$16.2M 74,364 +899 +1%
USAA
218
United Services Automobile Association
Texas
$15.9M 73,240 -247,330 -77%
WTB
219
Washington Trust Bank
Washington
$15.9M 73,155 -175 -0.2%
WI
220
Wintrust Investments
Illinois
$15.4M 70,915 +4,948 +8%
MFS
221
Monetta Financial Services
Illinois
$15.2M 70,000 – –
NPF
222
Norris Perne & French
Michigan
$14.9M 68,261 +2,466 +4%
CWM
223
Confluence Wealth Management
Oregon
$14.7M 67,670 +820 +1%
HI
224
Hudock Inc
Pennsylvania
$14.7M 67,557 -736 -1%
CWM
225
Cornerstone Wealth Management
Missouri
$14.7M 67,972 +67,972 New
7 8
9
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