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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
$352M
2
BlackRock
BlackRock
New York
$2.54B
3
BA
BlackRock Advisors
Delaware
$181M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1B
5
Korea Investment Corp
Korea Investment Corp
South Korea
$423M

Top Sellers

1
AC
Allstate Corporation
Illinois
$122M
2
GHF
Good Harbor Financial
Illinois
$870M
3
Goldman Sachs
Goldman Sachs
New York
$160M
4
CS
Credit Suisse
Switzerland
$34.8M
5
BOI
Bank of Italy
Italy
$896M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
451
Summit Asset Management
Tennessee
$949K -$16.7K -84 -2%
WPC
452
Waters Parkerson & Co
Louisiana
$932K +$7.93K +40 +0.9%
AMM
453
American Money Management
California
$930K +$16.5K +83 +2%
CL
454
CIM LLC
New York
$930K -$19.4K -98 -2%
RC
455
RegentAtlantic Capital
New Jersey
$929K -$21.4K -108 -2%
BBPWM
456
Blue Bell Private Wealth Management
Pennsylvania
$923K -$119K -600 -11%
TSWM
457
Triangle Securities Wealth Management
North Carolina
$907K +$64.4K +325 +8%
MPI
458
Mairs & Power Inc
Minnesota
$907K +$212K +1,070 +31%
KWILP
459
Kiwi Wealth Investments Limited Partnership
New Zealand
$906K – – –
BAS
460
Brown Advisory Securities
Maryland
$890K +$235K +1,182 +36%
NPIT
461
National Penn Investors Trust
Pennsylvania
$845K -$207K -1,042 -20%
BOTW
462
Bank of the West
California
$826K -$58.7K -296 -7%
KA
463
Kovack Advisors
Florida
$815K +$38.7K +195 +5%
ACP
464
Aviance Capital Partners
Florida
$815K +$230K +1,159 +39%
UR
465
USCA RIA
Texas
$814K +$59.1K +298 +8%
PC
466
Peavine Capital
Nevada
$812K +$6.94K +35 +0.9%
TCOV
467
Trust Company of Vermont
Vermont
$811K +$40.7K +205 +5%
PFM
468
Parsec Financial Management
North Carolina
$798K +$34.1K +172 +4%
RG
469
Rathbones Group
United Kingdom
$780K – – –
GIA
470
GHP Investment Advisors
Colorado
$767K +$20.4K +103 +3%
AC
471
Alexandria Capital
Virginia
$757K -$20.8K -105 -3%
BHTS
472
Bar Harbor Trust Services
Maine
$753K -$19.8K -100 -3%
EK
473
Evensky & Katz
Florida
$750K +$226K +1,140 +43%
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$748K -$36.1K -182 -5%
NFG
475
Nadler Financial Group
Illinois
$747K – – –
17 18
19
20 21