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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 %
IIC
451
Ironwood Investment Counsel
Arizona
$1.57M -$10.4K -50 -0.7%
Luther King Capital Management (LKCM)
452
Luther King Capital Management (LKCM)
Texas
$1.56M +$1.56M +7,525 New
KWMG
453
King Wealth Management Group
Florida
$1.55M +$1.31M +6,321 +541%
BCMO
454
Buckingham Capital Management (Ohio)
Ohio
$1.53M -$65.3K -315 -4%
DBT
455
Dubuque Bank & Trust
Iowa
$1.53M +$46.4K +224 +3%
CT
456
Cambridge Trust
Massachusetts
$1.47M -$15.5K -75 -1%
BC
457
Bartlett & Co
Ohio
$1.46M -$98.4K -475 -6%
JWM
458
Jacobus Wealth Management
Wisconsin
$1.45M – – –
H
459
Hexavest
Quebec, Canada
$1.44M -$6.59M -31,813 -82%
SFA
460
Sequoia Financial Advisors
Ohio
$1.42M – – –
MC
461
Moors & Cabot
Massachusetts
$1.39M +$1.39M +6,757 New
PRA
462
Parametric Risk Advisors
Connecticut
$1.36M – – –
WI
463
Wedgewood Investors
Pennsylvania
$1.36M – – –
WRM
464
Westport Resources Management
Connecticut
$1.35M -$23.8K -115 -2%
NFG
465
Next Financial Group
Texas
$1.35M -$5.74M -27,732 -81%
WAS
466
Winch Advisory Services
Wisconsin
$1.34M +$1.28M +6,177 +2,059%
MCM
467
MV Capital Management
Maryland
$1.32M +$41K +198 +3%
RCWMU
468
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.32M -$497K -2,400 -27%
GW
469
GW & Wade
Massachusetts
$1.31M -$72.1K -348 -5%
CCT
470
Chemung Canal Trust
New York
$1.3M – – –
Connor, Clark & Lunn Investment Management (CC&L)
471
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.3M – – –
IAS
472
IMA Advisory Services
Colorado
$1.3M – – –
Betterment LLC
473
Betterment LLC
New York
$1.28M +$799K +3,860 +168%
KIG
474
Kovitz Investment Group
Illinois
$1.28M -$166K -800 -12%
MG
475
McCutchen Group
Washington
$1.27M +$1.27M +6,111 New
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