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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

801 hedge funds and large institutions have $33.6B invested in iShares Core S&P 500 ETF in 2015 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 321 increasing their positions, 302 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+10
Holders Change %
+1.26%
% of All Funds
21.6%
Holding in Top 10
210
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.23%
% of All Funds
5.66%
New
58
Increased
321
Reduced
302
Closed
40
Calls
$29.6M
Puts
$19.1M
Net Calls
+$10.5M
Net Calls Change
-$16.6M

Top Buyers

1
BIT
BlackRock Institutional Trust
California
$712M
2
AIG
American International Group
New York
$279M
3
BA
BlackRock Advisors
Delaware
$482M
4
BlackRock
BlackRock
New York
$3.56B
5
PPA
Parametric Portfolio Associates
Washington
$734M

Top Sellers

1
QI
QS Investors
New York
$0
2
GHF
Good Harbor Financial
Illinois
$0
3
MB
MUFG Bank
Japan
$0
4
Bessemer Group
Bessemer Group
New Jersey
$48.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
301
Birch Hill Investment Advisors
Massachusetts
$5.13M -$41.6K -201 -0.8%
LA
302
Lynch & Associates
Indiana
$5.12M -$256K -1,237 -5%
HC
303
Highmount Capital
New York
$5.12M +$1.03M +4,970 +25%
MC
304
Miles Capital
Iowa
$5.1M -$83.9K -405 -2%
PSUF
305
People's United Financial
Connecticut
$5.02M +$119K +576 +2%
TRCT
306
Tower Research Capital (TRC)
New York
$4.9M +$3.76M +18,145 +330%
PCM
307
Parsons Capital Management
Rhode Island
$4.81M +$104K +504 +2%
NCM
308
Narwhal Capital Management
Georgia
$4.79M +$137K +662 +3%
OCM
309
One Capital Management
California
$4.79M +$744K +3,589 +18%
Stifel Financial
310
Stifel Financial
Missouri
$4.75M -$1.65M -8,008 -26%
Truist Financial
311
Truist Financial
North Carolina
$4.7M -$989K -4,775 -17%
WCM
312
Wealthcare Capital Management
Virginia
$4.67M -$388K -1,874 -8%
SFG
313
SNS Financial Group
Minnesota
$4.67M -$208K -1,005 -4%
CTA
314
Colonial Trust Advisors
South Carolina
$4.58M +$197K +951 +5%
QA
315
Quantitative Advantage
Minnesota
$4.52M +$734K +3,547 +19%
MFP
316
Mosaic Financial Partners
California
$4.51M -$34.4K -166 -0.8%
RDM
317
Retirement Design & Management
Connecticut
$4.44M +$443K +2,139 +11%
AGA
318
Accuvest Global Advisors
Utah
$4.35M -$5.81M -28,060 -57%
LPT
319
Legacy Private Trust
Wisconsin
$4.2M -$524K -2,528 -11%
FWM
320
Focused Wealth Management
New York
$4.19M -$115K -554 -3%
HA
321
Harfst & Associates
Wyoming
$4.15M +$4.15M +20,027 New
BFA
322
Beaumont Financial Advisors
Massachusetts
$4.14M -$1.31M -6,315 -24%
HT
323
Hefren-Tillotson
Pennsylvania
$4.12M +$458K +2,211 +13%
SFM
324
Signet Financial Management
New Jersey
$4.11M -$195K -940 -5%
TAM
325
Todd Asset Management
Kentucky
$4.06M -$189K -910 -4%
11 12
13
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