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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

809 hedge funds and large institutions have $32.4B invested in iShares Core S&P 500 ETF in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 364 increasing their positions, 266 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
809
Holders Change
+8
Holders Change %
+1%
% of All Funds
22.61%
Holding in Top 10
206
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-1.9%
% of All Funds
5.76%
New
61
Increased
364
Reduced
266
Closed
47
Calls
$34.5M
Puts
$25.6M
Net Calls
+$8.87M
Net Calls Change
-$1.68M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$458M
2
PPFA
Provida Pension Fund Administrator
Chile
+$226M
3
BIT
BlackRock Institutional Trust
California
+$225M
4
Jane Street
Jane Street
New York
+$178M
5
RIG
RiverFront Investment Group
Virginia
+$135M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$334M
2
Nomura Holdings
Nomura Holdings
Japan
-$183M
3
CM
Churchill Management
California
-$126M
4
Goldman Sachs
Goldman Sachs
New York
-$108M
5
Wells Fargo
Wells Fargo
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAM
401
Keeley Asset Management
Illinois
$2.5M +$385K +2,000 +18%
MBT
402
Montecito Bank & Trust
California
$2.47M -$32K -166 -1%
IWM
403
Integrated Wealth Management
California
$2.45M -$35.3K -183 -1%
DWT
404
Dorsey & Whitney Trust
South Dakota
$2.44M -$127K -660 -5%
CIC
405
Carnegie Investment Counsel
Ohio
$2.38M +$166K +800 +8%
LIM
406
Leavell Investment Management
Alabama
$2.37M – – –
SC
407
SouthState Corp
Florida
$2.37M -$24.9K -129 -1%
WCF
408
West Coast Financial
California
$2.37M -$18.1K -94 -0.8%
FWM
409
Frontier Wealth Management
Missouri
$2.36M +$235K +1,220 +11%
MCWS
410
McKinley Carter Wealth Services
West Virginia
$2.34M +$304K +1,578 +15%
IWA
411
Inspirion Wealth Advisors
Illinois
$2.31M +$169K +879 +8%
LNC
412
Lincoln National Corp
Pennsylvania
$2.3M +$514K +2,621 +29%
BOS
413
Bank of Stockton
California
$2.29M – – –
MCC
414
Mid Continent Capital
Illinois
$2.27M -$848K -4,400 -27%
AAM
415
Aureus Asset Management
Massachusetts
$2.22M +$350K +1,815 +19%
TCM
416
Telos Capital Management
California
$2.22M +$189K +983 +9%
Neuberger Berman Group
417
Neuberger Berman Group
New York
$2.2M +$1.55M +8,032 +238%
TC
418
Trust Company
Kansas
$2.19M +$1.05M +5,444 +92%
MA
419
MCF Advisors
Kentucky
$2.17M +$1.75M +9,100 +421%
Betterment LLC
420
Betterment LLC
New York
$2.12M +$932K +4,835 +78%
ACM
421
Acertus Capital Management
New Jersey
$2.04M -$460K -2,386 -18%
BIAS
422
Beacon Investment Advisory Services
New Jersey
$2.04M -$460K -2,386 -18%
PFM
423
PacWest Financial Management
Arizona
$2.03M +$934K +4,848 +85%
RBC
424
Ronald Blue & Co
Georgia
$2.01M +$19.3K +100 +1%
GA
425
Geneva Advisors
Illinois
$2.01M +$22.7K +118 +1%
15 16
17
18 19