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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

688 hedge funds and large institutions have $28.1B invested in iShares Core S&P 500 ETF in 2014 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 303 increasing their positions, 236 reducing their positions, and 22 closing their positions.

Holders
688
Holders Change
+16
Holders Change %
+2.38%
% of All Funds
19.98%
Holding in Top 10
172
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.61%
% of All Funds
4.99%
New
46
Increased
303
Reduced
236
Closed
22
Calls
$36.2M
Puts
$22.8M
Net Calls
+$13.4M
Net Calls Change
-$6.33M

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$352M
2
BlackRock
2
BlackRock
New York
$2.54B
3
BA
3
BlackRock Advisors
Delaware
$181M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$1B
5
Korea Investment Corp
5
Korea Investment Corp
South Korea
$423M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$122M
2
GHF
2
Good Harbor Financial
Illinois
$870M
3
Goldman Sachs
3
Goldman Sachs
New York
$160M
4
CS
4
Credit Suisse
Switzerland
$34.8M
5
BOI
5
Bank of Italy
Italy
$896M
Name Market Value Shares Shares
Change 		Shares
Change %
CCG
576
Cypress Capital Group
Florida
$318K 1,602 -200 -11%
CMO
577
Covenant Multifamily Offices
Texas
$317K 1,601 +1,321 +472%
ATC
578
Argent Trust Company
Louisiana
$315K 1,590 -1,300 -45%
FHC
579
First Heartland Consultants
Missouri
$314K 1,583 -956 -38%
BHBT
580
Burke & Herbert Bank & Trust
Virginia
$311K 1,565 – –
WPC
581
White Pine Capital
Minnesota
$311K 1,567 +100 +7%
FBA
582
Front Barnett Associates
Illinois
$309K 1,560 – –
VFAM
583
Valley Forge Asset Management
Pennsylvania
$309K 1,559 – –
BG
584
Bahl & Gaynor
Ohio
$308K 1,556 +25 +2%
HCM
585
Harvey Capital Management
Florida
$307K 1,550 – –
CCT
586
Capital City Trust
Florida
$304K 1,535 – –
FA
587
FCG Advisors
New Jersey
$299K 1,768 -2,397 -58%
MCM
588
Maple Capital Management
Vermont
$297K 1,500 – –
Fayez Sarofim & Co
589
Fayez Sarofim & Co
Texas
$297K 1,500 – –
HB
590
Homrich & Berg
Georgia
$297K 1,500 +1,500 New
CAM
591
Carret Asset Management
New York
$296K 1,495 -200 -12%
BRM
592
Boston Research & Management
Massachusetts
$294K 1,485 -45 -3%
LRPA
593
L. Roy Papp & Associates
Arizona
$294K 1,483 +1,483 New
SWM
594
Segment Wealth Management
Texas
$293K 1,478 – –
WF
595
Welch & Forbes
Massachusetts
$291K 1,470 -50 -3%
MLL
596
Moody Lynn & Lieberson
Massachusetts
$288K 1,455 – –
ST
597
Smithfield Trust
Pennsylvania
$287K 1,448 +15 +1%
BC
598
Barnett & Company
Tennessee
$284K 1,435 +1 +0.1%
FBFS
599
First Business Financial Services
Wisconsin
$283K 1,427 +1,427 New
FLPIM
600
F.L. Putnam Investment Management
Massachusetts
$280K 1,413 +45 +3%
22 23
24
25 26