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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 %
NCM
376
Novare Capital Management
North Carolina
$1.93M -$46.6K -235 -2%
William Blair & Company
377
William Blair & Company
Illinois
$1.91M -$19.8K -100 -1%
RPGK
378
Retirement Planning Group (Kansas)
Kansas
$1.9M -$67.4K -340 -3%
VOYA Investment Management
379
VOYA Investment Management
Georgia
$1.89M -$8.14M -41,044 -81%
NSIM
380
North Star Investment Management
Illinois
$1.88M +$6.35K +32 +0.3%
TCM
381
Telos Capital Management
California
$1.87M +$148K +745 +9%
BCMO
382
Buckingham Capital Management (Ohio)
Ohio
$1.82M -$87.3K -440 -5%
SIM
383
Sigma Investment Management
Oregon
$1.82M -$421K -2,123 -19%
1IA
384
1834 Investment Advisors
Wisconsin
$1.81M +$274K +1,384 +18%
ONB
385
Old National Bancorp
Indiana
$1.8M +$1.36M +6,841 +310%
PJSIMP
386
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.78M +$1.78M +8,953 New
LFG
387
LifePlan Financial Group
Ohio
$1.76M -$279K -1,408 -14%
FNT
388
First National Trust
Pennsylvania
$1.73M -$40.4K -204 -2%
ICAS
389
Investors Capital Advisory Services
Massachusetts
$1.72M -$17.6K -89 -1%
CIC
390
Carnegie Investment Counsel
Ohio
$1.71M -$493K -2,486 -22%
NIC
391
Northwest Investment Counselors
Oregon
$1.69M -$280K -1,410 -14%
FWIA
392
Fort Washington Investment Advisors
Ohio
$1.66M +$1.66M +8,384 New
BRWA
393
B. Riley Wealth Advisors
Florida
$1.66M -$2.64M -13,317 -61%
OCG
394
Opus Capital Group
Ohio
$1.65M – – –
AAM
395
Autus Asset Management
Arizona
$1.64M +$287K +1,450 +21%
PHS
396
Pekin Hardy Strauss
Illinois
$1.64M +$3.37K +17 +0.2%
GA
397
Geneva Advisors
Illinois
$1.59M +$84.2K +425 +6%
PSI
398
Pinnacle Summer Investments
Virginia
$1.59M -$15.7K -79 -1%
CCM
399
Cohen Capital Management
California
$1.58M -$45.6K -230 -3%
ASN
400
Advisory Services Network
Georgia
$1.58M +$298K +1,505 +23%
14 15
16
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