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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 %
LNC
426
Lincoln National Corp
Pennsylvania
$1.95M +$3.64K +17 +0.2%
Invesco
427
Invesco
Georgia
$1.93M +$1.93M +9,333 New
NSIM
428
North Star Investment Management
Illinois
$1.9M -$124K -596 -6%
RJT
429
Raymond James Trust
Florida
$1.89M +$251K +1,211 +15%
CCM
430
Canal Capital Management
Virginia
$1.87M -$157K -759 -8%
DC
431
Davenport & Co
Virginia
$1.84M +$267K +1,290 +17%
BWFM
432
Bridgewater Wealth & Financial Management
Maryland
$1.83M -$7.25K -35 -0.4%
PMFA
433
Plante Moran Financial Advisors
Michigan
$1.81M +$14.1K +68 +0.8%
NCM
434
Novare Capital Management
North Carolina
$1.8M -$115K -555 -6%
PIM
435
Parasol Investment Management
Illinois
$1.78M -$561K -2,708 -24%
3AM
436
3D Asset Management
Connecticut
$1.77M -$54.5K -263 -3%
AAM
437
Autus Asset Management
Arizona
$1.75M +$36.3K +175 +2%
GIM
438
Goelzer Investment Management
Indiana
$1.75M +$140K +676 +9%
OCG
439
Opus Capital Group
Ohio
$1.72M -$11K -53 -0.6%
LA
440
LVW Advisors
New York
$1.7M +$8.7K +42 +0.5%
WPC
441
Waters Parkerson & Co
Louisiana
$1.68M +$101K +489 +6%
CCM
442
Cohen Capital Management
California
$1.67M +$6.42K +31 +0.4%
PHS
443
Pekin Hardy Strauss
Illinois
$1.67M -$72.7K -351 -4%
RPGK
444
Retirement Planning Group (Kansas)
Kansas
$1.66M -$50.8K -245 -3%
DW
445
Domani Wealth
Pennsylvania
$1.66M +$1.28M +6,193 +337%
CTA
446
Chesley Taft & Associates
Illinois
$1.65M +$82.9K +400 +5%
William Blair & Company
447
William Blair & Company
Illinois
$1.6M -$823K -3,972 -34%
Mitsubishi UFJ Trust & Banking
448
Mitsubishi UFJ Trust & Banking
Japan
$1.6M +$1.6M +7,700 New
NIC
449
Northwest Investment Counselors
Oregon
$1.59M -$19.1K -92 -1%
SCG
450
Sonata Capital Group
Washington
$1.59M – – –
16 17
18
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