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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

801 hedge funds and large institutions have $33.6B invested in iShares Core S&P 500 ETF in 2015 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 321 increasing their positions, 302 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+10
Holders Change %
+1.26%
% of All Funds
21.6%
Holding in Top 10
210
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.23%
% of All Funds
5.66%
New
58
Increased
321
Reduced
302
Closed
40
Calls
$29.6M
Puts
$19.1M
Net Calls
+$10.5M
Net Calls Change
-$16.6M

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$487M
2
AIG
American International Group
New York
+$254M
3
BA
BlackRock Advisors
Delaware
+$235M
4
BlackRock
BlackRock
New York
+$222M
5
PPA
Parametric Portfolio Associates
Washington
+$218M

Top Sellers

1
QI
QS Investors
New York
-$476M
2
GHF
Good Harbor Financial
Illinois
-$278M
3
MB
MUFG Bank
Japan
-$224M
4
Bessemer Group
Bessemer Group
New Jersey
-$212M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHTS
551
Bar Harbor Trust Services
Maine
$777K -$5.18K -25 -0.7%
PPCM
552
Pillar Pacific Capital Management
California
$775K -$30.1K -145 -4%
FIG
553
Fusion Investment Group
Pennsylvania
$769K – – –
JIR
554
James Investment Research
Ohio
$764K – – –
WA
555
WFG Advisors
Texas
$761K +$7.67K +37 +1%
PL
556
Parthenon LLC
Kentucky
$759K -$143K -690 -16%
SWM
557
SVA Wealth Management
Wisconsin
$757K +$27.1K +131 +4%
W
558
Wealthquest
Ohio
$757K +$93.4K +451 +14%
CGH
559
Cleary Gull Holdings
Wisconsin
$750K +$750K +3,620 New
Two Sigma Investments
560
Two Sigma Investments
New York
$746K -$2.11M -10,200 -74%
TNB
561
Thomasville National Bank
Georgia
$742K +$63.2K +305 +9%
HB
562
Homrich & Berg
Georgia
$741K +$231K +1,117 +45%
CAM
563
Concorde Asset Management
Michigan
$740K -$427K -2,059 -37%
CFB
564
Cullen/Frost Bankers
Texas
$731K -$16.6K -80 -2%
GIA
565
GHP Investment Advisors
Colorado
$724K -$28.3K -135 -4%
BRWA
566
B. Riley Wealth Advisors
Florida
$721K -$594K -2,858 -45%
PFBT
567
Parkside Financial Bank & Trust
Missouri
$721K -$409K -1,972 -36%
SFSG
568
Stearns Financial Services Group
North Carolina
$712K +$2.9K +14 +0.4%
BSW
569
Buckingham Strategic Wealth
Missouri
$712K +$10.4K +50 +1%
EK
570
Evensky & Katz
Florida
$708K +$1.45K +7 +0.2%
TTWM
571
TCV Trust & Wealth Management
Virginia
$708K +$85.8K +414 +14%
Neuberger Berman Group
572
Neuberger Berman Group
New York
$698K -$419K -2,023 -38%
CMO
573
Covenant Multifamily Offices
Texas
$691K +$359K +1,732 +108%
EWA
574
Exencial Wealth Advisors
Oklahoma
$688K – – –
SCA
575
Salient Capital Advisors
Texas
$684K -$36K -174 -5%
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