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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

903 hedge funds and large institutions have $37.5B invested in iShares Core S&P 500 ETF in 2015 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 399 increasing their positions, 256 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+94
Holders Change %
+11.62%
% of All Funds
23.71%
Holding in Top 10
255
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+23.79%
% of All Funds
6.7%
New
146
Increased
399
Reduced
256
Closed
40
Calls
$27.5M
Puts
$22.5M
Net Calls
+$4.92M
Net Calls Change
-$3.95M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$405M
2
Bank of America
Bank of America
North Carolina
+$345M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$278M
4
BFA
BlackRock Fund Advisors
California
+$250M
5
LPL Financial
LPL Financial
California
+$210M

Top Sellers

1
AIG
American International Group
New York
-$257M
2
Jane Street
Jane Street
New York
-$189M
3
TMNFIC
Tokio Marine & Nichido Fire Insurance Company
Japan
-$115M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$101M
5
DILH
Dai-ichi Life Holdings
Japan
-$97.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
501
Evanson Asset Management
California
$1.8M -$85.2K -416 -5%
PAM
502
Peak Asset Management
Colorado
$1.8M -$264K -1,291 -13%
IIC
503
Ironwood Investment Counsel
Arizona
$1.75M +$237K +1,159 +16%
NCM
504
Novare Capital Management
North Carolina
$1.73M -$4.92K -24 -0.3%
TFCP
505
Twin Focus Capital Partners
Massachusetts
$1.71M +$600K +2,930 +54%
GF
506
Goodman Financial
Texas
$1.7M -$49.2K -240 -3%
RVPG
507
Relative Value Partners Group
$1.68M +$1.68M +8,197 New
Chevy Chase Trust
508
Chevy Chase Trust
Maryland
$1.68M -$243K -1,187 -13%
FMW
509
Farr Miller & Washington
District of Columbia
$1.67M +$1.67M +8,159 New
HPWM
510
Highland Private Wealth Management
Washington
$1.67M +$1.67M +8,160 New
WP
511
WealthPLAN Partners
Nebraska
$1.67M +$1.67M +8,156 New
CTA
512
Chesley Taft & Associates
Illinois
$1.66M +$10.2K +50 +0.6%
CCM
513
Cohen Capital Management
California
$1.66M +$6.76K +33 +0.4%
ACM
514
Acertus Capital Management
New Jersey
$1.66M -$510K -2,487 -24%
BIAS
515
Beacon Investment Advisory Services
New Jersey
$1.66M -$510K -2,487 -24%
CIM
516
Confluence Investment Management
Missouri
$1.65M +$1.65M +8,071 New
RPGK
517
Retirement Planning Group (Kansas)
Kansas
$1.64M +$13.5K +66 +0.8%
AssetMark Inc
518
AssetMark Inc
California
$1.63M +$1.56M +7,639 +2,456%
AAM
519
Autus Asset Management
Arizona
$1.63M -$122K -594 -7%
CAM
520
Concorde Asset Management
Michigan
$1.61M +$837K +4,085 +109%
CMP
521
Courage Miller Partners
Virginia
$1.6M +$345K +1,682 +27%
FPFS
522
First Personal Financial Services
North Carolina
$1.6M +$168K +821 +12%
3AM
523
3D Asset Management
Connecticut
$1.59M -$84.4K -412 -5%
SAS
524
Sage Advisory Services
Texas
$1.57M +$1.57M +7,660 New
SCG
525
Sonata Capital Group
Washington
$1.57M – – –
19 20
21
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