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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.

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

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$122M
2
GHF
2
Good Harbor Financial
Illinois
$870M
3
Goldman Sachs
3
Goldman Sachs
New York
$160M
4
CS
4
Credit Suisse
Switzerland
$34.8M
5
BOI
5
Bank of Italy
Italy
$896M
Name Market Value Shares Shares
Change 		Shares
Change %
FIG
476
Fusion Investment Group
Pennsylvania
$735K 3,706 -283 -7%
JIR
477
James Investment Research
Ohio
$731K 3,685 – –
PPCM
478
Pillar Pacific Capital Management
California
$727K 3,669 -287 -7%
SNT
479
Security National Trust
West Virginia
$711K 3,584 – –
SCA
480
Salient Capital Advisors
Texas
$709K 3,578 +2,267 +173%
SWM
481
SVA Wealth Management
Wisconsin
$701K 3,535 +49 +1%
BCM
482
Brookmont Capital Management
Texas
$694K 3,502 -64 -2%
EWA
483
Exencial Wealth Advisors
Oklahoma
$677K 3,412 -132 -4%
MWR
484
McAdams Wright Ragen
Washington
$676K 3,412 +110 +3%
VanEck Associates
485
VanEck Associates
New York
$676K 3,412 +3,412 New
PIA
486
Peachtree Investment Advisors
Georgia
$673K 3,396 +16 +0.5%
SFSG
487
Stearns Financial Services Group
North Carolina
$672K 3,390 +98 +3%
CBN
488
Cadence Bank NA
Texas
$667K 3,365 +256 +8%
CA
489
Capital Advantage
California
$666K 3,361 -30 -0.9%
BSW
490
Buckingham Strategic Wealth
Missouri
$665K 3,354 +15 +0.4%
TF
491
Tompkins Financial
New York
$654K 3,297 – –
KTC
492
Kistler-Tiffany Companies
Pennsylvania
$648K 3,267 -1 -0%
ZF
493
Zhang Financial
Michigan
$648K 3,269 – –
EP
494
Edgestream Partners
New Jersey
$646K 3,257 -2,730 -46%
SCA
495
Stonebridge Capital Advisors
Minnesota
$639K 3,222 -1,061 -25%
S
496
SignatureFD
Georgia
$636K 3,205 +92 +3%
FGP
497
Foyston, Gordon, & Payne
Ontario, Canada
$615K 3,100 – –
AWS
498
Aris Wealth Services
Pennsylvania
$594K 2,997 +705 +31%
CRC
499
Curi RMB Capital
Illinois
$590K 2,975 -715 -19%
EWM
500
Empirical Wealth Management
Washington
$587K 2,961 +14 +0.5%
18 19
20
21 22