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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 %
LGWM
401
Litman Gregory Wealth Management
California
$1.53M -$6.56M -33,078 -81%
HCC
402
Hirtle Callaghan & Co
Pennsylvania
$1.51M – – –
PR
403
Payden & Rygel
California
$1.5M +$535K +2,698 +56%
PWM
404
ParenteBeard Wealth Management
Pennsylvania
$1.46M +$832K +4,194 +132%
VNIM
405
Vaughan Nelson Investment Management
Texas
$1.43M +$406K +2,050 +40%
DC
406
Davenport & Co
Virginia
$1.42M +$119K +600 +9%
GIM
407
Goelzer Investment Management
Indiana
$1.4M +$160K +807 +13%
Sumitomo Mitsui Trust Group
408
Sumitomo Mitsui Trust Group
Japan
$1.39M -$862K -4,349 -38%
JWM
409
Jacobus Wealth Management
Wisconsin
$1.39M – – –
LWM
410
Lyons Wealth Management
Florida
$1.38M -$1.66M -8,335 -54%
BPBT
411
Boston Private Bank & Trust
Massachusetts
$1.33M +$851K +4,295 +177%
SYBT
412
Stock Yards Bank & Trust
Kentucky
$1.33M -$67K -338 -5%
SFA
413
Sequoia Financial Advisors
Ohio
$1.31M – – –
HC
414
HHG & Company
Connecticut
$1.31M +$24.6K +124 +2%
RCWMU
415
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.3M -$146K -738 -10%
PRA
416
Parametric Risk Advisors
Connecticut
$1.3M – – –
WRM
417
Westport Resources Management
Connecticut
$1.3M -$73.5K -371 -5%
WI
418
Wedgewood Investors
Pennsylvania
$1.28M -$86.3K -435 -6%
Connor, Clark & Lunn Investment Management (CC&L)
419
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.24M -$674K -3,402 -35%
IAS
420
IMA Advisory Services
Colorado
$1.24M +$161K +812 +15%
BII
421
Bainco International Investors
Massachusetts
$1.23M – – –
UBS AM
422
UBS AM
Illinois
$1.21M +$1.21M +6,100 New
PFBT
423
Parkside Financial Bank & Trust
Missouri
$1.18M -$609K -3,074 -34%
GLA
424
Great Lakes Advisors
Illinois
$1.14M – – –
First Manhattan
425
First Manhattan
New York
$1.14M +$58.7K +296 +5%
15 16
17
18 19