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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

801 hedge funds and large institutions have $33.6B invested in iShares Core S&P 500 ETF in 2015 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 321 increasing their positions, 302 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+10
Holders Change %
+1.26%
% of All Funds
21.6%
Holding in Top 10
210
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-3.23%
% of All Funds
5.66%
New
58
Increased
321
Reduced
302
Closed
40
Calls
$29.6M
Puts
$19.1M
Net Calls
+$10.5M
Net Calls Change
-$16.6M

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$487M
2
AIG
American International Group
New York
+$254M
3
BA
BlackRock Advisors
Delaware
+$235M
4
BlackRock
BlackRock
New York
+$222M
5
PPA
Parametric Portfolio Associates
Washington
+$218M

Top Sellers

1
QI
QS Investors
New York
-$476M
2
GHF
Good Harbor Financial
Illinois
-$278M
3
MB
MUFG Bank
Japan
-$224M
4
Bessemer Group
Bessemer Group
New Jersey
-$212M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
676
Harvey Capital Management
Florida
$312K – – –
CAM
677
Carret Asset Management
New York
$312K +$12.4K +60 +4%
FBA
678
Front Barnett Associates
Illinois
$310K – – –
CCG
679
Chatham Capital Group
Georgia
$306K – – –
MLL
680
Moody Lynn & Lieberson
Massachusetts
$302K – – –
WF
681
Welch & Forbes
Massachusetts
$299K – – –
CNBT
682
Canandaigua National Bank & Trust
New York
$298K +$7.87K +38 +3%
WP
683
WealthPLAN Partners
Nebraska
$296K -$1.27M -6,139 -81%
JIC
684
JRM Investment Counsel
Nebraska
$296K – – –
BC
685
Burney Company
Virginia
$295K +$75.3K +364 +34%
PA
686
Parkside Advisors
California
$292K -$31.1K -150 -10%
ST
687
Smithfield Trust
Pennsylvania
$291K -$10.4K -50 -3%
CW
688
Cabot-Wellington
Massachusetts
$289K +$51.8K +250 +22%
TCM
689
Traynor Capital Management
Pennsylvania
$286K -$6.21K -30 -2%
SFI
690
SPC Financial Inc
Maryland
$285K – – –
VFA
691
Virtus Fund Advisers
Connecticut
$284K -$2.14M -10,297 -88%
FLPIM
692
F.L. Putnam Investment Management
Massachusetts
$284K – – –
WGCA
693
Wolf Group Capital Advisors
Virginia
$281K +$124K +826 +79%
BBA
694
BLB&B Advisors
Pennsylvania
$278K -$1.66K -8 -0.6%
AIM
695
Aspen Investment Management
Michigan
$275K – – –
MMG
696
Monetary Management Group
Missouri
$275K – – –
GHA
697
GW Henssler & Associates
Georgia
$271K -$321K -1,546 -54%
BKBG
698
BHF Kleinwort Benson Group
Belgium
$269K -$5.95M -28,744 -96%
VWM
699
Vector Wealth Management
Minnesota
$265K +$207 +1 +0.1%
AWA
700
Arete Wealth Advisors
Illinois
$263K +$263K +1,270 New
26 27
28
29 30