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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 %
PP
526
Pegasus Partners
Wisconsin
$893K +$705K +3,655 +374%
KWILP
527
Kiwi Wealth Investments Limited Partnership
New Zealand
$881K – – –
SAM
528
Summit Asset Management
Tennessee
$863K – – –
AC
529
Alexandria Capital
Virginia
$860K +$32.6K +169 +4%
SHCM
530
Stokes & Hubbell Capital Management
Louisiana
$855K +$855K +4,437 New
FIG
531
Fusion Investment Group
Pennsylvania
$850K +$135K +699 +19%
W
532
Wealthquest
Ohio
$845K +$141K +732 +20%
PC
533
Peavine Capital
Nevada
$832K +$63.6K +330 +8%
LS
534
Lattice Strategies
Pennsylvania
$825K -$118K -610 -12%
Truist Financial
535
Truist Financial
North Carolina
$811K -$3.56M -18,483 -81%
ACP
536
Aviance Capital Partners
Florida
$809K -$207K -874 -20%
IC
537
Iconiq Capital
California
$800K – – –
BOTW
538
Bank of the West
California
$797K -$79.8K -414 -9%
CA
539
Cambridge Advisors
Nebraska
$790K – – –
BRWA
540
B. Riley Wealth Advisors
Florida
$790K +$121K +629 +18%
PFM
541
Parsec Financial Management
North Carolina
$785K +$22K +114 +3%
BCM
542
Brookmont Capital Management
Texas
$771K +$1.93K +10 +0.3%
PL
543
Plancorp LLC
Missouri
$764K – – –
MCM
544
McRae Capital Management
New Jersey
$763K +$196K +1,016 +35%
CL
545
CIM LLC
New York
$759K -$142K -737 -16%
BCA
546
Bray Capital Advisors
Florida
$758K -$204K -1,060 -21%
GHAM
547
Gilman Hill Asset Management
Connecticut
$750K -$145K -752 -16%
CWM
548
Calamos Wealth Management
Illinois
$749K +$749K +3,889 New
SNT
549
Security National Trust
West Virginia
$746K – – –
CGH
550
Cleary Gull Holdings
Wisconsin
$746K +$48.2K +250 +7%
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