IVV icon

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 %
TCOT
576
Trust Company of Toledo
Ohio
$636K – – –
TF
577
Tompkins Financial
New York
$635K -$103K -535 -14%
PFO
578
Pathstone Family Office
New Jersey
$634K +$143K +744 +29%
EWM
579
Empirical Wealth Management
Washington
$632K +$96.8K +502 +18%
EWA
580
Exencial Wealth Advisors
Oklahoma
$627K – – –
JPTCCM
581
J.P. Turner & Co Capital Management
Georgia
$622K -$135K -703 -18%
PAG
582
Pinnacle Advisory Group
Maryland
$621K +$209K +1,085 +51%
GIA
583
GHP Investment Advisors
Colorado
$609K -$57.8K -300 -9%
CRC
584
Curi RMB Capital
Illinois
$607K – – –
EB
585
Eastern Bank
Massachusetts
$605K – – –
ZF
586
Zhang Financial
Michigan
$600K -$29.7K -154 -5%
TCM
587
Traynor Capital Management
Pennsylvania
$598K +$332K +1,725 +125%
PG
588
Patten Group
Tennessee
$589K – – –
RBC
589
Roble Belko & Company
Pennsylvania
$588K +$964 +5 +0.2%
AWM
590
Avior Wealth Management
Nebraska
$586K -$2.7K -14 -0.5%
CPA
591
Columbia Pacific Advisors
Washington
$578K +$578K +3,000 New
KP
592
Keel Point
Alabama
$555K +$1.54K +8 +0.3%
DIA
593
Denver Investment Advisors
Colorado
$546K -$24.1K -125 -4%
WA
594
WFG Advisors
Texas
$545K -$163K -845 -23%
SFM
595
Signature Financial Management
Virginia
$545K -$7.51K -39 -1%
CK
596
Carnick & Kubik
Colorado
$544K +$30.6K +159 +6%
SI
597
Stephens Inc
Arkansas
$541K -$5.01K -26 -0.9%
KFS
598
Kurt F. Somerville
$539K – – –
MBT
599
Monroe Bank & Trust
Michigan
$533K +$533K +2,766 New
GP
600
Girard Partners
Pennsylvania
$531K +$83.3K +432 +19%
22 23
24
25 26