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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 %
FANJ
826
Financial Architects (New Jersey)
New Jersey
– -$338K -1,631 Closed
CC
827
Callan Capital
California
– -$325K -1,570 Closed
SCP
828
Seizert Capital Partners
Michigan
– -$313K -1,510 Closed
WF
829
Welch & Forbes
Massachusetts
– -$299K -1,444 Closed
JIC
830
JRM Investment Counsel
Nebraska
– -$296K -1,430 Closed
BC
831
Burney Company
Virginia
– -$295K -1,426 Closed
PA
832
Parkside Advisors
California
– -$292K -1,408 Closed
BKBG
833
BHF Kleinwort Benson Group
Belgium
– -$269K -1,300 Closed
AWA
834
Arete Wealth Advisors
Illinois
– -$263K -1,270 Closed
BCM
835
Birmingham Capital Management
Alabama
– -$249K -1,200 Closed
SCM
836
Southport Capital Management
Tennessee
– -$234K -1,128 Closed
BC
837
Barnett & Company
Tennessee
– -$224K -1,079 Closed
LIC
838
Lodestar Investment Counsel
Illinois
– -$213K -1,030 Closed
ERIM
839
Eagle Ridge Investment Management
Connecticut
– -$213K -1,028 Closed
SGCA
840
Steel Grove Capital Advisors
Tennessee
– -$209K -1,007 Closed
LRPA
841
L. Roy Papp & Associates
Arizona
– -$208K -1,003 Closed
PCM
842
Perritt Capital Management
Illinois
– -$207K -1,000 Closed
SWM
843
Segment Wealth Management
Texas
– -$207K -1,000 Closed
VFAM
844
Valley Forge Asset Management
Pennsylvania
– -$207K -1,000 Closed
IAA
845
Ironsides Asset Advisors
North Carolina
– -$206K -995 Closed
SHA
846
Smith Hayes Advisers
Nebraska
– -$206K -995 Closed
AA
847
Apriem Advisors
California
– -$206K -993 Closed
FNB
848
Farmers National Bank
Kentucky
– -$206K -993 Closed
WPP
849
Whalerock Point Partners
Rhode Island
– -$205K -990 Closed
EDRH
850
Edmond de Rothschild Holding
Switzerland
– -$105K -505 Closed
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