IVV icon

iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
PAMG
426
Patton Albertson Miller Group
Tennessee
$1.99M -$248K -1,286 -11%
TI
427
Truepoint Inc
Ohio
$1.99M -$113K -585 -5%
GA
428
Geller Advisors
New York
$1.99M +$8.48K +44 +0.4%
TNBTD
429
Trustmark National Bank Trust Department
Mississippi
$1.98M +$7.32K +38 +0.4%
TFA
430
Transamerica Financial Advisors
Florida
$1.96M -$520K -2,697 -21%
PAM
431
Peak Asset Management
Colorado
$1.94M -$66.3K -344 -3%
CCM
432
Canal Capital Management
Virginia
$1.94M +$198K +1,027 +11%
FPTW
433
Franklin, Parlapiano, Turner & Welch
Texas
$1.94M -$217K -1,124 -10%
HPBT
434
High Point Bank & Trust
North Carolina
$1.93M
DW
435
Domani Wealth
Pennsylvania
$1.91M +$362K +1,876 +23%
DC
436
Davenport & Co
Virginia
$1.87M +$159K +825 +9%
Citadel Advisors
437
Citadel Advisors
Florida
$1.87M +$1.87M +9,696 New
OCG
438
Opus Capital Group
Ohio
$1.86M +$259K +1,344 +16%
JIP
439
Jaffetilchin Investment Partners
Florida
$1.84M -$139K -719 -7%
Chevy Chase Trust
440
Chevy Chase Trust
Maryland
$1.81M -$27.9K -145 -2%
SS
441
Sunbelt Securities
Texas
$1.8M -$23.5K -122 -1%
H
442
Hexavest
Quebec, Canada
$1.8M +$456K +2,367 +34%
EAM
443
Evanson Asset Management
California
$1.78M -$165K -854 -8%
NSIM
444
North Star Investment Management
Illinois
$1.76M -$10.6K -55 -0.6%
B
445
Bailard
California
$1.74M +$660K +3,423 +61%
SWA
446
SFMG Wealth Advisors
Texas
$1.68M -$266K -1,383 -14%
PMFA
447
Plante Moran Financial Advisors
Michigan
$1.67M -$17.1K -89 -1%
AA
448
ALPS Advisors
Colorado
$1.66M -$102K -53,125 -6%
AMG
449
Asset Management Group
Connecticut
$1.65M +$607K +3,150 +58%
AAM
450
Autus Asset Management
Arizona
$1.65M +$16K +83 +1%