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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 %
RCWMU
551
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.22M – – –
BCMO
552
Buckingham Capital Management (Ohio)
Ohio
$1.2M -$140K -682 -10%
UFA
553
US Financial Advisors
Massachusetts
$1.19M +$743K +3,623 +165%
JIC
554
Joel Isaacson & Co
New York
$1.19M +$63.1K +308 +6%
SDWMA
555
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.18M +$1.18M +5,777 New
HFS
556
Haverford Financial Services
Pennsylvania
$1.18M +$1.18M +5,756 New
CCT
557
Chemung Canal Trust
New York
$1.17M -$90.5K -442 -7%
BJ
558
Brouwer & Janachowski
California
$1.16M +$1.16M +5,680 New
TCOV
559
Trust Company of Vermont
Vermont
$1.16M +$48.1K +235 +4%
AUB
560
Atlantic Union Bankshares
Virginia
$1.16M +$1.16M +5,639 New
IAM
561
Impax Asset Management
New Hampshire
$1.15M -$1.64M -7,981 -59%
PGFC
562
Peapack-Gladstone Financial Corp
New Jersey
$1.15M – – –
QA
563
Quantitative Advantage
Minnesota
$1.15M -$254K -1,241 -18%
MPI
564
Mairs & Power Inc
Minnesota
$1.13M – – –
HWM
565
Heartwood Wealth Management
United Kingdom
$1.12M +$1.12M +5,464 New
MI
566
Montage Investments
Kansas
$1.1M +$1.1M +5,375 New
RC
567
RegentAtlantic Capital
New Jersey
$1.1M -$144K -704 -12%
CG
568
Colony Group
Massachusetts
$1.09M -$180K -878 -14%
OC
569
Oakworth Capital
Alabama
$1.07M +$1.07M +5,225 New
NPIT
570
National Penn Investors Trust
Pennsylvania
$1.07M – – –
MG
571
McCutchen Group
Washington
$1.07M -$92.2K -450 -8%
SWP
572
Stratos Wealth Partners
Ohio
$1.06M +$275K +1,343 +35%
SHCM
573
Stokes & Hubbell Capital Management
Louisiana
$1.06M +$146K +715 +16%
SWK
574
Stephen W. Kidder
$1.05M – – –
AMM
575
American Money Management
California
$1.05M +$48.9K +239 +5%
21 22
23
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