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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 %
LOCC
501
Lombard Odier & Cie (Canada)
Quebec, Canada
$575K 2,900 -349 -11%
CDIA
502
Capital Directions Investment Advisors
Georgia
$560K 2,727 – –
CD
503
Carl Domino
Florida
$542K 2,732 +27 +1%
AB
504
Amalgamated Bank
New York
$541K 2,730 +1,400 +105%
HL
505
HeadInvest LLC
Maine
$540K 2,660 -322 -11%
RFS
506
Rockefeller Financial Services
New York
$538K 2,716 +2,230 +459%
AT
507
Arden Trust
Delaware
$535K 2,695 – –
CCT
508
Country Club Trust
Missouri
$529K 2,668 +1,600 +150%
CLOS
509
Compagnie Lombard Odier SCmA
Switzerland
$528K 2,661 -875 -25%
RWM
510
RKL Wealth Management
Pennsylvania
$524K 2,641 +3 +0.1%
GP
511
Girard Partners
Pennsylvania
$523K 2,638 -206 -7%
TNB
512
Thomasville National Bank
Georgia
$519K 2,616 +221 +9%
DDPIC
513
Deroy & Devereaux Private Investment Counsel
Michigan
$515K 2,600 +50 +2%
KIA
514
KCM Investment Advisors
California
$513K 2,589 – –
PL
515
Plancorp LLC
Missouri
$500K 2,514 +2,514 New
CCG
516
Chatham Capital Group
Georgia
$491K 2,475 +2,475 New
DBT
517
Dubuque Bank & Trust
Iowa
$486K 2,451 -90 -4%
EWM
518
Evermay Wealth Management
Virginia
$483K 2,434 – –
HCM
519
HM Capital Management
Missouri
$481K 2,419 -65 -3%
SFM
520
Signature Financial Management
Virginia
$478K 2,410 – –
BFC
521
Blue Fin Capital
Rhode Island
$477K 2,405 +25 +1%
PAS
522
Partnervest Advisory Services
California
$474K 2,390 -437 -15%
MIAN
523
Mariner Independent Advisor Network
Kansas
$472K 2,412 -2,256 -48%
B
524
Bailard
California
$472K 2,382 -403 -14%
MCM
525
McRae Capital Management
New Jersey
$472K 2,379 -7 -0.3%
19 20
21
22 23