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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 %
LS
626
Lattice Strategies
Pennsylvania
$769K -$108K -525 -12%
CL
627
CIM LLC
New York
$767K -$40.4K -197 -5%
SFG
628
Sage Financial Group
Pennsylvania
$764K +$764K +3,732 New
SI
629
Stephens Inc
Arkansas
$760K +$184K +900 +32%
RG
630
Rathbones Group
United Kingdom
$759K -$675K -3,500 -47%
JIR
631
James Investment Research
Ohio
$755K – – –
PL
632
Parthenon LLC
Kentucky
$751K – – –
GS
633
Girard Securities
California
$745K +$745K +3,643 New
EWA
634
Exencial Wealth Advisors
Oklahoma
$743K +$115K +596 +18%
Two Sigma Advisers
635
Two Sigma Advisers
New York
$738K -$5.56M -27,100 -88%
DIA
636
Denver Investment Advisors
Colorado
$729K +$149K +725 +26%
PPCM
637
Pillar Pacific Capital Management
California
$721K -$50.2K -245 -7%
HCM
638
Horan Capital Management
Maryland
$721K +$385K +1,882 +115%
AF
639
Allworth Financial
California
$721K +$590K +2,880 +451%
CA
640
Cambridge Associates
Massachusetts
$703K +$703K +3,430 New
EK
641
Evensky & Katz
Florida
$694K +$1.84K +9 +0.3%
BSW
642
Buckingham Strategic Wealth
Missouri
$694K +$11.5K +56 +2%
CBOA
643
Commonwealth Bank of Australia
Australia
$688K +$688K +3,360 New
IWA
644
Intercontinental Wealth Advisors
Texas
$686K +$686K +3,350 New
TF
645
Tompkins Financial
New York
$675K – – –
SFSG
646
Stearns Financial Services Group
North Carolina
$672K -$31.2K -152 -4%
PAG
647
Pinnacle Advisory Group
Maryland
$672K +$11.3K +55 +2%
PFBT
648
Parkside Financial Bank & Trust
Missouri
$667K +$313K +1,529 +89%
TCOT
649
Trust Company of Toledo
Ohio
$665K -$10.2K -50 -2%
BHTS
650
Bar Harbor Trust Services
Maine
$661K -$28.7K -140 -4%
24 25
26
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