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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 %
OCM
326
One Capital Management
California
$3.09M +$254K +1,281 +9%
JG
327
Jefferies Group
New York
$3.08M +$3.08M +15,537 New
WA
328
WealthTrust-Arizona
Arizona
$2.98M +$440K +2,218 +17%
AIP
329
Ameritas Investment Partners
Nebraska
$2.97M +$91.4K +461 +3%
NPF
330
Norris Perne & French
Michigan
$2.94M +$243K +1,224 +9%
APCM
331
Alaska Permanent Capital Management
Alaska
$2.93M – – –
ZTNA
332
Zions Trust National Association
Utah
$2.93M +$1.08M +5,434 +58%
WP
333
WMS Partners
Maryland
$2.92M – – –
NEAM
334
New England Asset Management
Connecticut
$2.9M -$615K -3,100 -18%
AIA
335
Alerus Investment Advisors
Minnesota
$2.86M -$140K -690 -5%
WCF
336
West Coast Financial
California
$2.81M -$85.4K -431 -3%
MTWSIF
337
Mivtachim The Workers Social Insurance Fund
Israel
$2.79M – – –
CWM
338
Concert Wealth Management
California
$2.78M -$155K -780 -5%
FCI
339
Financial Counselors Inc
Kansas
$2.77M +$104K +526 +4%
DG
340
Davidson & Garrard
Virginia
$2.76M +$19K +96 +0.7%
PWLP
341
Prio Wealth Limited Partnership
Massachusetts
$2.72M -$130K -655 -5%
FIMS
342
FBL Investment Management Services
Iowa
$2.71M +$10.9K +55 +0.4%
RBC
343
Ronald Blue & Co
Georgia
$2.7M -$412K -2,077 -13%
DWT
344
Dorsey & Whitney Trust
South Dakota
$2.64M -$85.6K -432 -3%
PIM
345
Parasol Investment Management
Illinois
$2.62M -$566K -2,855 -18%
CCM
346
Condor Capital Management
New Jersey
$2.59M +$86K +434 +3%
MFW
347
Meristem Family Wealth
Minnesota
$2.57M +$1.59K +8 +0.1%
CFA
348
Carroll Financial Associates
North Carolina
$2.5M +$9.86K +48 +0.4%
RTS
349
Round Table Services
New Jersey
$2.49M -$1.08M -5,451 -30%
HT
350
Hefren-Tillotson
Pennsylvania
$2.47M +$730K +3,684 +42%
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