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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

688 hedge funds and large institutions have $28.1B invested in iShares Core S&P 500 ETF in 2014 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 303 increasing their positions, 236 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+16
Holders Change %
+2.38%
% of All Funds
19.98%
Holding in Top 10
172
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.61%
% of All Funds
4.99%
New
46
Increased
303
Reduced
236
Closed
22
Calls
$36.2M
Puts
$22.8M
Net Calls
+$13.4M
Net Calls Change
-$6.33M

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$242M
2
BlackRock
BlackRock
New York
+$188M
3
BA
BlackRock Advisors
Delaware
+$150M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$148M
5
Korea Investment Corp
Korea Investment Corp
South Korea
+$146M

Top Sellers

1
AC
Allstate Corporation
Illinois
-$393M
2
GHF
Good Harbor Financial
Illinois
-$355M
3
Goldman Sachs
Goldman Sachs
New York
-$289M
4
CS
Credit Suisse
Switzerland
-$171M
5
BOI
Bank of Italy
Italy
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
251
MassMutual Private Wealth & Trust
Connecticut
$6.53M -$73.8K -372 -1%
RIA
252
Regal Investment Advisors
Michigan
$6.45M +$1.32M +6,648 +26%
Kayne Anderson Rudnick Investment Management
253
Kayne Anderson Rudnick Investment Management
California
$6.42M +$3.9M +19,650 +154%
KCM
254
Kanawha Capital Management
Virginia
$6.37M +$78.3K +395 +1%
Allianz Asset Management
255
Allianz Asset Management
Germany
$6.33M +$6.33M +31,941 New
Millennium Management
256
Millennium Management
New York
$6.29M +$4.71M +23,767 +299%
Mirae Asset Global Investments
257
Mirae Asset Global Investments
South Korea
$6.24M +$2.68M +13,520 +75%
SC
258
SouthState Corp
Florida
$6.18M +$1.92M +9,700 +45%
ST
259
Sageworth Trust
Pennsylvania
$6.09M -$46.4K -234 -0.8%
SAM
260
Silvercrest Asset Management
New York
$6.07M +$436K +2,200 +8%
WB
261
Webster Bank
Connecticut
$5.93M +$98.7K +498 +2%
LS
262
Lattice Strategies
Pennsylvania
$5.89M -$266K -1,340 -4%
EWM
263
Evercore Wealth Management
New York
$5.8M -$411K -2,075 -7%
CCA
264
Cobblestone Capital Advisors
New York
$5.8M +$728K +3,673 +14%
TCT
265
TIAA CREF Trust
Missouri
$5.64M -$89.6K -452 -2%
JFG
266
JMG Financial Group
Illinois
$5.58M -$27.8K -140 -0.5%
AAS
267
Annex Advisory Services
Wisconsin
$5.51M +$31.1K +157 +0.6%
CB
268
Chemical Bank
Michigan
$5.35M +$2.38K +12 +0%
Janney Montgomery Scott
269
Janney Montgomery Scott
Pennsylvania
$5.32M +$1.55M +7,835 +41%
Truist Financial
270
Truist Financial
North Carolina
$5.31M -$812K -4,094 -13%
BFA
271
Beaumont Financial Advisors
Massachusetts
$5.24M -$165K -830 -3%
H
272
Hexavest
Quebec, Canada
$5.21M -$1.16M -5,855 -18%
BHIA
273
Birch Hill Investment Advisors
Massachusetts
$5.16M -$270K -1,363 -5%
NA
274
Nottingham Advisors
New York
$5.15M -$154K -779 -3%
WOA
275
Water Oak Advisors
Florida
$5.07M -$2.72M -13,725 -35%
9 10
11
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