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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
$712M
2
AIG
American International Group
New York
$279M
3
BA
BlackRock Advisors
Delaware
$482M
4
BlackRock
BlackRock
New York
$3.56B
5
PPA
Parametric Portfolio Associates
Washington
$734M

Top Sellers

1
QI
QS Investors
New York
$0
2
GHF
Good Harbor Financial
Illinois
$0
3
MB
MUFG Bank
Japan
$0
4
Bessemer Group
Bessemer Group
New Jersey
$48.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
776
LS Investment Advisors
Michigan
$28K – – –
GWS
777
Glassman Wealth Services
Virginia
$23K – – –
M
778
MOTCO
Texas
$21K – – –
IPC
779
Independent Portfolio Consultants
Florida
$21K – – –
AA
780
AlphaMark Advisors
Kentucky
$21K – – –
BAM
781
Barrett Asset Management
New York
$21K +$6.3K +30 +43%
SFPM
782
Sensible Financial Planning & Management
Massachusetts
$21K +$21K +100 New
AP
783
Atwood & Palmer
Missouri
$18K – – –
BCM
784
Blume Capital Management
California
$16K – – –
Canada Life
785
Canada Life
Manitoba, Canada
$12K – – –
TCM
786
Tradewinds Capital Management
Washington
$12K – – –
AFIA
787
America First Investment Advisors
Nebraska
$8K – – –
FCT
788
Family Capital Trust
Massachusetts
$8K – – –
BAM
789
Bruderman Asset Management
New York
$6K – – –
SF
790
Synovus Financial
Georgia
$6K +$6K +30 New
TSW
791
Thompson Siegel & Walmsley
Virginia
$5K -$15K -75 -75%
LWM
792
LBA Wealth Management
Florida
$4K -$25.2K -126 -86%
IA
793
IndexIQ Advisors
New York
$4K – – –
BWA
794
Burt Wealth Advisors
Maryland
$2K – – –
LWA
795
Lowe Wealth Advisors
Maryland
$2K +$2K +12 New
SGC
796
South Georgia Capital
Illinois
$1K – – –
CWM
797
Catamount Wealth Management
Connecticut
$1K – – –
1GA
798
1st Global Advisors
Texas
$886 +$15 +7,671 +2%
FHC
799
First Heartland Consultants
Missouri
$229 -$123 -593 -35%
QI
800
QS Investors
New York
– -$476M -2,290,598 Closed
30 31
32
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