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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$458M
2
PPFA
Provida Pension Fund Administrator
Chile
+$226M
3
BIT
BlackRock Institutional Trust
California
+$225M
4
Jane Street
Jane Street
New York
+$178M
5
RIG
RiverFront Investment Group
Virginia
+$135M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$334M
2
Nomura Holdings
Nomura Holdings
Japan
-$183M
3
CM
Churchill Management
California
-$126M
4
Goldman Sachs
Goldman Sachs
New York
-$108M
5
Wells Fargo
Wells Fargo
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
501
Peapack-Gladstone Financial Corp
New Jersey
$1.08M – – –
Luther King Capital Management (LKCM)
502
Luther King Capital Management (LKCM)
Texas
$1.08M -$370K -1,920 -26%
BRM
503
Boston Research & Management
Massachusetts
$1.06M +$131K +680 +14%
CCM
504
Coe Capital Management
Illinois
$1.06M -$65.7K -341 -6%
JIC
505
Joel Isaacson & Co
New York
$1.06M – – –
MPI
506
Mairs & Power Inc
Minnesota
$1.06M -$24.1K -125 -2%
TFCP
507
Twin Focus Capital Partners
Massachusetts
$1.05M +$253K +1,314 +32%
TCOV
508
Trust Company of Vermont
Vermont
$1.04M +$74.6K +387 +8%
FMBTD
509
First Midwest Bank Trust Division
Illinois
$1.04M -$1.1M -5,705 -51%
NPIT
510
National Penn Investors Trust
Pennsylvania
$1.01M +$204K +1,060 +25%
NAM
511
NTV Asset Management
West Virginia
$998K -$67.1K -348 -6%
KIG
512
Kovitz Investment Group
Illinois
$993K -$193K -1,000 -16%
SWK
513
Stephen W. Kidder
$989K – – –
GLA
514
Great Lakes Advisors
Illinois
$975K +$24.9K +129 +3%
DPI
515
Diversified Portfolios Inc
Michigan
$968K – – –
Calamos Advisors
516
Calamos Advisors
Illinois
$946K +$946K +4,907 New
AMM
517
American Money Management
California
$943K -$114K -594 -11%
CCM
518
Coldstream Capital Management
Washington
$936K +$3.08K +16 +0.3%
ALA
519
Atherton Lane Advisers
California
$917K – – –
UR
520
USCA RIA
Texas
$911K +$35.1K +182 +4%
SCM
521
Summit Capital Management
Washington
$910K +$46.8K +243 +5%
AWS
522
Aris Wealth Services
Pennsylvania
$903K +$158K +818 +21%
MIH
523
Madison Investment Holdings
Wisconsin
$901K +$5.98K +31 +0.7%
HIM
524
Hanlon Investment Management
New Jersey
$900K +$2.7K +14 +0.3%
SCA
525
Salient Capital Advisors
Texas
$898K +$262K +1,357 +41%
19 20
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