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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

903 hedge funds and large institutions have $37.5B invested in iShares Core S&P 500 ETF in 2015 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 399 increasing their positions, 256 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
903
Holders Change
+94
Holders Change %
+11.62%
% of All Funds
23.71%
Holding in Top 10
255
Holding in Top 10 Change
+49
Holding in Top 10 Change %
+23.79%
% of All Funds
6.7%
New
146
Increased
399
Reduced
256
Closed
40
Calls
$27.5M
Puts
$22.5M
Net Calls
+$4.92M
Net Calls Change
-$3.95M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$405M
2
Bank of America
Bank of America
North Carolina
+$345M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$278M
4
BFA
BlackRock Fund Advisors
California
+$250M
5
LPL Financial
LPL Financial
California
+$210M

Top Sellers

1
AIG
American International Group
New York
-$257M
2
Jane Street
Jane Street
New York
-$189M
3
TMNFIC
Tokio Marine & Nichido Fire Insurance Company
Japan
-$115M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$101M
5
DILH
Dai-ichi Life Holdings
Japan
-$97.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
826
First Horizon Advisors
Tennessee
$228K +$153K +747 +204%
AWA
827
ARS Wealth Advisors
Florida
$227K – – –
PCM
828
Perritt Capital Management
Illinois
$227K +$227K +1,110 New
SCM
829
Southport Capital Management
Tennessee
$225K +$225K +1,098 New
RFA
830
Reilly Financial Advisors
California
$222K – – –
SGCA
831
Steel Grove Capital Advisors
Tennessee
$219K +$219K +1,067 New
LCM
832
Lucas Capital Management
New Jersey
$214K +$1.43K +7 +0.7%
LRPA
833
L. Roy Papp & Associates
Arizona
$213K +$213K +1,040 New
SHA
834
Smith Hayes Advisers
Nebraska
$213K +$213K +1,041 New
BFEC
835
Benjamin F. Edwards & Company
Missouri
$212K -$183K -893 -46%
SCM
836
Sterling Capital Management
North Carolina
$212K -$42.9K -209 -17%
ERIM
837
Eagle Ridge Investment Management
Connecticut
$211K +$211K +1,028 New
CC
838
Callan Capital
California
$209K +$209K +1,020 New
EIA
839
Edgemoor Investment Advisors
Maryland
$207K -$241K -1,177 -54%
HIMC
840
Heritage Investors Management Corp
Maryland
$206K +$206K +1,005 New
TPSF
841
Texas Permanent School Fund
Texas
$205K -$7.03M -34,300 -97%
SWM
842
Segment Wealth Management
Texas
$205K +$205K +1,000 New
IAA
843
Ironsides Asset Advisors
North Carolina
$204K +$204K +995 New
FNB
844
Farmers National Bank
Kentucky
$203K +$203K +993 New
CBT
845
Central Bank & Trust
Kentucky
$199K +$62.4K +304 +46%
DIA
846
Davidson Investment Advisors
Montana
$189K +$189K +924 New
VFA
847
Virtus Fund Advisers
Connecticut
$188K -$87.7K -428 -32%
ANBT
848
American National Bank & Trust
Texas
$175K -$3.68K -18 -2%
PO
849
Private Ocean
California
$174K -$22.7K -111 -12%
JWA
850
JFS Wealth Advisors
Pennsylvania
$171K +$87.3K +427 +104%
32 33
34
35 36