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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 %
EIA
626
Edgemoor Investment Advisors
Maryland
$227K 1,146 – –
CW
627
Cabot-Wellington
Massachusetts
$227K 1,144 +1,144 New
CNC
628
Citizens & Northern Corp
Pennsylvania
$225K 1,134 -111 -9%
WA
629
Winfield Associates
Ohio
$219K 1,105 – –
HPC
630
HM Payson & Co
Maine
$218K 1,100 +1,100 New
SFG
631
SNS Financial Group
Minnesota
$217K 1,097 -20,392 -95%
BPB
632
Badgley, Phelps & Bell
Washington
$217K 1,095 – –
ERIM
633
Eagle Ridge Investment Management
Connecticut
$215K 1,083 – –
CG
634
Colony Group
Massachusetts
$214K 1,082 +40 +4%
CC
635
Callan Capital
California
$202K 1,020 +1,020 New
STMM
636
South Texas Money Management
Texas
$201K 1,015 +1,015 New
WEC
637
Winslow Evans & Crocker
Massachusetts
$192K 970 – –
TFA
638
Transamerica Financial Advisors
Florida
$189K 949 +355 +60%
SAM
639
Solaris Asset Management
New York
$165K 832 -10 -1%
JWA
640
JFS Wealth Advisors
Pennsylvania
$161K 810 +8 +1%
NC
641
NewSquare Capital
Pennsylvania
$160K 805 +45 +6%
RFA
642
Reilly Financial Advisors
California
$155K 781 – –
RAM
643
Riggs Asset Management
Pennsylvania
$152K 767 +767 New
ANBT
644
American National Bank & Trust
Texas
$140K 708 +708 New
WA
645
Waverly Advisors
Alabama
$138K 695 +4 +0.6%
FM
646
Forward Management
California
$138K 695 +285 +70%
MCM
647
Manchester Capital Management
Vermont
$128K 648 – –
AWM
648
Avior Wealth Management
Nebraska
$110K 553 +279 +102%
Manulife (Manufacturers Life Insurance)
649
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$105K 527,952 +277,372 +111%
FHA
650
First Horizon Advisors
Tennessee
$98K 498 -12 -2%
24 25
26
27 28