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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
$2.76B
2
PPFA
Provida Pension Fund Administrator
Chile
$566M
3
BIT
BlackRock Institutional Trust
California
$888M
4
Jane Street
Jane Street
New York
$178M
5
RIG
RiverFront Investment Group
Virginia
$136M

Top Sellers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$198M
2
Nomura Holdings
Nomura Holdings
Japan
$0
3
CM
Churchill Management
California
$0
4
Goldman Sachs
Goldman Sachs
New York
$181M
5
Wells Fargo
Wells Fargo
California
$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
676
Partnervest Advisory Services
California
$323K +$31.6K +164 +11%
WT
677
Washington Trust
Rhode Island
$318K -$106K -550 -25%
HCM
678
Horan Capital Management
Maryland
$315K -$961 -5 -0.3%
HSA
679
HBK Sorce Advisory
Pennsylvania
$314K +$22.7K +118 +8%
QC
680
QCM Cayman
Texas
$314K +$314K +1,627 New
BHBT
681
Burke & Herbert Bank & Trust
Virginia
$306K – – –
FDCC
682
Foster Dykema Cabot & Co
Massachusetts
$303K – – –
FLPIM
683
F.L. Putnam Investment Management
Massachusetts
$303K +$38.6K +200 +15%
RT
684
Rockland Trust
Massachusetts
$302K +$579 +3 +0.2%
FHC
685
First Heartland Consultants
Missouri
$302K +$89.5K +465 +42%
HHGA
686
Halbert Hargrove Global Advisors
California
$301K +$301K +1,562 New
CIC
687
Cornercap Investment Counsel
Georgia
$296K – – –
CCT
688
Capital City Trust
Florida
$296K – – –
PA
689
Paracle Advisors
Washington
$294K – – –
Koshinski Asset Management
690
Koshinski Asset Management
Illinois
$292K +$292K +1,410 New
CAM
691
Carret Asset Management
New York
$290K – – –
Fayez Sarofim & Co
692
Fayez Sarofim & Co
Texas
$289K -$15M -77,700 -98%
HCM
693
Harvey Capital Management
Florida
$289K – – –
WGCA
694
Wolf Group Capital Advisors
Virginia
$289K +$33.2K +243 +13%
FBA
695
Front Barnett Associates
Illinois
$288K – – –
1SB
696
1ST Source Bank
Indiana
$285K +$66.3K +344 +30%
CCG
697
Chatham Capital Group
Georgia
$284K – – –
HB
698
Homrich & Berg
Georgia
$283K -$407K -2,110 -59%
MLL
699
Moody Lynn & Lieberson
Massachusetts
$280K – – –
EFS
700
Essex Financial Services
Connecticut
$275K +$78.7K +408 +40%
26 27
28
29 30