We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

672 hedge funds and large institutions have $27.6B invested in iShares Core S&P 500 ETF in 2014 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 282 increasing their positions, 243 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $36.5M | Put options by funds: $16.8M

108% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 24

16% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 243

4% more funds holding

Funds holding: 649672 (+23)

3% more funds holding in top 10

Funds holding in top 10: 161166 (+5)

2% more capital invested

Capital invested by funds: $27.1B → $27.6B (+$409M)

2.71% less ownership

Funds ownership: 50.37%47.66% (-2.7%)

Holders
672
Holders Change
+23
Holders Change %
+3.54%
% of All Funds
19.32%
Holding in Top 10
166
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.11%
% of All Funds
4.77%
New
50
Increased
282
Reduced
243
Closed
24
Calls
$36.5M
Puts
$16.8M
Net Calls
+$19.8M
Net Calls Change
-$6.46M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
651
AssetMark Inc
California
$46K +$45K +235 New
EMA
652
Efficient Market Advisors
California
$38K -$2.3K -12 -6%
MIM
653
Macroview Investment Management
Maryland
$35K
PVH
654
Psagot Value Holdings
Israel
$34K
ACS
655
Archford Capital Strategies
Illinois
$33.1K -$15.7K -82 -33%
MAM
656
Mizuho Asset Management
Japan
$32K
CAL
657
Capital Advisors Ltd
Ohio
$30K
MAS
658
Madden Advisory Services
Florida
$30K
LWM
659
LBA Wealth Management
Florida
$28K +$191 +1 +0.7%
LIA
660
LS Investment Advisors
Michigan
$27K
AFIA
661
America First Investment Advisors
Nebraska
$24K +$16.3K +85 +230%
TSW
662
Thompson Siegel & Walmsley
Virginia
$20K +$9.57K +50 +100%
IPC
663
Independent Portfolio Consultants
Florida
$20K +$19.1K +100 New
AP
664
Atwood & Palmer
Missouri
$17K +$16.3K +85 New
TCM
665
Tradewinds Capital Management
Washington
$11K
GGPS
666
Gary Goldberg Planning Services
New York
$10K
FCT
667
Family Capital Trust
Massachusetts
$8K -$37.3K -195 -83%
IA
668
IndexIQ Advisors
New York
$7K +$383 +2 +6%
SGC
669
South Georgia Capital
Illinois
$4K
W
670
Wealthfront
California
$1K +$1.15K +6 New
FPCG
671
Fort Pitt Capital Group
Pennsylvania
$358
MB
672
MUFG Bank
Japan
-$303M -1,610,000 Closed
Aviva
673
Aviva
United Kingdom
-$80M -425,475 Closed
CA
674
Commerzbank Aktiengesellschaft
Germany
-$16.9M -90,072 Closed
Allianz Asset Management
675
Allianz Asset Management
Germany
-$13M -69,319 Closed