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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 %
FSC
351
Fiduciary Services Corp
Georgia
$2.44M +$477K +2,404 +24%
AA
352
Ancora Advisors
Ohio
$2.43M +$207K +1,043 +9%
FPTW
353
Franklin, Parlapiano, Turner & Welch
Texas
$2.41M – – –
TI
354
Truepoint Inc
Ohio
$2.41M -$27.2K -137 -1%
NCM
355
Narwhal Capital Management
Georgia
$2.41M -$804K -4,057 -25%
LNC
356
Lincoln National Corp
Pennsylvania
$2.39M -$38.7K -195 -2%
PFG
357
Pacific Financial Group
Washington
$2.34M +$116K +587 +5%
JIP
358
Jaffetilchin Investment Partners
Florida
$2.33M -$41.4K -209 -2%
BTS
359
BB&T Securities
Virginia
$2.33M -$737K -372 -24%
MBT
360
Montecito Bank & Trust
California
$2.3M +$117K +588 +5%
CAL
361
Capital Analysts LLC
Pennsylvania
$2.3M +$104K +527 +5%
3AM
362
3D Asset Management
Connecticut
$2.27M -$656K -3,309 -22%
LIM
363
Leavell Investment Management
Alabama
$2.26M +$306K +1,542 +16%
CTC
364
Central Trust Company
Missouri
$2.23M +$1.62M +8,152 +262%
GAG
365
GM Advisory Group
New York
$2.23M +$59.1K +298 +3%
STB
366
S&T Bank
Pennsylvania
$2.16M +$488K +2,463 +29%
BOS
367
Bank of Stockton
California
$2.11M +$69.4K +350 +3%
CIM
368
CIM Investment Management
Pennsylvania
$2.08M +$414K +2,090 +25%
Robeco Institutional Asset Management
369
Robeco Institutional Asset Management
Netherlands
$2.06M +$1.7M +8,556 +466%
TNBTD
370
Trustmark National Bank Trust Department
Mississippi
$2.04M -$1.98K -10 -0.1%
GA
371
Geller Advisors
New York
$2.01M +$6.94K +35 +0.3%
FMBTD
372
First Midwest Bank Trust Division
Illinois
$2.01M -$517K -2,606 -20%
PMFA
373
Plante Moran Financial Advisors
Michigan
$2M -$33.5K -169 -2%
HPBT
374
High Point Bank & Trust
North Carolina
$1.99M – – –
IIC
375
Ironwood Investment Counsel
Arizona
$1.98M -$134K -677 -6%
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