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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
+$487M
2
AIG
American International Group
New York
+$254M
3
BA
BlackRock Advisors
Delaware
+$235M
4
BlackRock
BlackRock
New York
+$222M
5
PPA
Parametric Portfolio Associates
Washington
+$218M

Top Sellers

1
QI
QS Investors
New York
-$476M
2
GHF
Good Harbor Financial
Illinois
-$278M
3
MB
MUFG Bank
Japan
-$224M
4
Bessemer Group
Bessemer Group
New Jersey
-$212M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
376
Virtu KCG Holdings
New York
$2.77M -$1.3M -6,287 -32%
DWT
377
Dorsey & Whitney Trust
South Dakota
$2.76M -$85K -410 -3%
RIA
378
Regal Investment Advisors
Michigan
$2.76M -$4.34M -20,948 -61%
FIMS
379
FBL Investment Management Services
Iowa
$2.75M +$37.3K +180 +1%
FG
380
Fiduciary Group
Georgia
$2.73M +$2.73M +13,162 New
PCA
381
Peddock Capital Advisors
Massachusetts
$2.71M +$62.2K +300 +2%
MBT
382
Montecito Bank & Trust
California
$2.69M – – –
ACM
383
Acertus Capital Management
New Jersey
$2.69M +$1.01M +4,865 +60%
BIAS
384
Beacon Investment Advisory Services
New Jersey
$2.69M +$2.69M +12,964 New
IWM
385
Integrated Wealth Management
California
$2.68M -$281K -1,354 -9%
TFA
386
Transamerica Financial Advisors
Florida
$2.67M +$20.7K +100 +0.8%
QCG
387
Quadrant Capital Group
Ohio
$2.67M +$2.67M +12,895 New
SS
388
Simplicity Solutions
Minnesota
$2.63M -$405K -1,956 -13%
RJFSA
389
Raymond James Financial Services Advisors
Florida
$2.6M -$19.9M -95,839 -88%
SC
390
SouthState Corp
Florida
$2.58M -$114K -550 -4%
WCF
391
West Coast Financial
California
$2.57M +$18K +87 +0.7%
LIM
392
Leavell Investment Management
Alabama
$2.55M -$16.6K -80 -0.6%
PFG
393
Pacific Financial Group
Washington
$2.5M +$42.7K +206 +2%
BOS
394
Bank of Stockton
California
$2.46M -$152K -734 -6%
PAMG
395
Patton Albertson Miller Group
Tennessee
$2.41M +$187K +901 +8%
CG
396
Colony Group
Massachusetts
$2.39M +$2M +9,674 +523%
ICAS
397
Investors Capital Advisory Services
Massachusetts
$2.36M +$533K +2,571 +29%
1IA
398
1834 Investment Advisors
Wisconsin
$2.35M +$176K +847 +8%
CFA
399
Carroll Financial Associates
North Carolina
$2.33M -$51.8K -250 -2%
FPTW
400
Franklin, Parlapiano, Turner & Welch
Texas
$2.31M – – –
14 15
16
17 18