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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 %
VAM
551
Visionary Asset Management
Texas
$741K -$226K -1,173 -23%
SWP
552
Stratos Wealth Partners
Ohio
$739K -$110K -572 -13%
AEPG
553
American Economic Planning Group
New Jersey
$735K -$771 -4 -0.1%
EWM
554
Evermay Wealth Management
Virginia
$734K +$220K +1,140 +43%
FPCG
555
Fort Pitt Capital Group
Pennsylvania
$732K +$578 +3 +0.1%
S
556
SignatureFD
Georgia
$727K +$184K +958 +34%
KA
557
Kovack Advisors
Florida
$726K -$17K -88 -2%
NFG
558
Nadler Financial Group
Illinois
$726K – – –
PPCM
559
Pillar Pacific Capital Management
California
$725K +$4.82K +25 +0.7%
CAM
560
Concorde Asset Management
Michigan
$723K +$35.7K +185 +5%
TNB
561
Thomasville National Bank
Georgia
$721K +$31.2K +162 +5%
FF
562
Friedenthal Financial
New Jersey
$718K -$227K -1,178 -24%
JIR
563
James Investment Research
Ohio
$710K – – –
PL
564
Parthenon LLC
Kentucky
$706K – – –
SWM
565
SVA Wealth Management
Wisconsin
$704K – – –
CFB
566
Cullen/Frost Bankers
Texas
$680K – – –
CD
567
Carl Domino
Florida
$673K +$74K +384 +12%
HL
568
HeadInvest LLC
Maine
$663K +$122K +631 +22%
SFSG
569
Stearns Financial Services Group
North Carolina
$661K -$578 -3 -0.1%
EK
570
Evensky & Katz
Florida
$651K -$7.7K -40 -1%
BHTS
571
Bar Harbor Trust Services
Maine
$649K -$74.2K -385 -10%
TC
572
Telemus Capital
Michigan
$647K +$47.2K +245 +8%
CLOS
573
Compagnie Lombard Odier SCmA
Switzerland
$645K -$185K -960 -22%
CMO
574
Covenant Multifamily Offices
Texas
$645K +$2.31K +12 +0.4%
BSW
575
Buckingham Strategic Wealth
Missouri
$642K -$20.4K -106 -3%
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