IVV icon

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 %
ClearBridge Investments
701
ClearBridge Investments
New York
$270K +$270K +1,400 New
TIA
702
Tiemann Investment Advisors
California
$267K +$267K +1,387 New
CNBT
703
Canandaigua National Bank & Trust
New York
$266K -$11.6K -60 -4%
SFI
704
SPC Financial Inc
Maryland
$265K – – –
MMG
705
Monetary Management Group
Missouri
$265K +$9.64K +50 +4%
RWA
706
River Wealth Advisors
Pennsylvania
$265K +$77.1K +400 +41%
VFA
707
Virtus Fund Advisers
Connecticut
$261K -$4.66K -24 -2%
Legal & General Group
708
Legal & General Group
United Kingdom
$261K +$261K +1,367 New
BBA
709
BLB&B Advisors
Pennsylvania
$259K – – –
WS
710
Wedbush Securities
California
$257K +$257K +1,333 New
AIM
711
Aspen Investment Management
Michigan
$256K – – –
WA
712
Waverly Advisors
Alabama
$255K +$11.3K +59 +5%
GHA
713
GW Henssler & Associates
Georgia
$254K +$2.12K +11 +0.8%
RCG
714
Ruggie Capital Group
Florida
$249K -$9.6K -46 -4%
STMM
715
South Texas Money Management
Texas
$249K +$249K +1,290 New
SCM
716
Sterling Capital Management
North Carolina
$240K – – –
EWM
717
Endurance Wealth Management
Rhode Island
$239K +$73K +360 +44%
MM
718
Main Management
California
$235K – – –
EVM
719
Eaton Vance Management
Massachusetts
$235K +$41.8K +217 +22%
NGA
720
Naples Global Advisors
Florida
$235K +$235K +1,222 New
SFG
721
SNS Financial Group
Minnesota
$234K -$4.11M -21,299 -95%
WCM
722
Weatherstone Capital Management
Colorado
$233K -$1.89M -9,819 -89%
WIA
723
Westbourne Investment Advisors
Maryland
$233K – – –
PFSC
724
Peoples Financial Services Corp
Pennsylvania
$231K +$231K +1,200 New
KA
725
KLCM Advisors
Wisconsin
$231K +$231K +1,200 New
27 28
29
30 31