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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

688 hedge funds and large institutions have $28.1B invested in iShares Core S&P 500 ETF in 2014 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 303 increasing their positions, 236 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+16
Holders Change %
+2.38%
% of All Funds
19.98%
Holding in Top 10
172
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.61%
% of All Funds
4.99%
New
46
Increased
303
Reduced
236
Closed
22
Calls
$36.2M
Puts
$22.8M
Net Calls
+$13.4M
Net Calls Change
-$6.33M

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
$352M
2
BlackRock
BlackRock
New York
$2.54B
3
BA
BlackRock Advisors
Delaware
$181M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1B
5
Korea Investment Corp
Korea Investment Corp
South Korea
$423M

Top Sellers

1
AC
Allstate Corporation
Illinois
$122M
2
GHF
Good Harbor Financial
Illinois
$870M
3
Goldman Sachs
Goldman Sachs
New York
$160M
4
CS
Credit Suisse
Switzerland
$34.8M
5
BOI
Bank of Italy
Italy
$896M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
126
Courier Capital
New York
$30M +$274K +1,384 +0.9%
CI
127
Conning Inc
Connecticut
$29.7M – – –
FT
128
Fiduciary Trust
Massachusetts
$29.6M +$493K +2,489 +2%
SIMM
129
Stillwater Investment Management (Minnesota)
Minnesota
$29.5M +$1.21M +6,120 +4%
PP
130
Pension Partners
New York
$29.2M +$29.2M +147,312 New
IFA
131
Interactive Financial Advisors
Illinois
$29.2M -$1.32M -6,650 -4%
PWM
132
Perigon Wealth Management
California
$28.7M -$2.5M -12,602 -8%
FTIOP
133
Fiduciary Trust International of Pennsylvania
Pennsylvania
$28.7M +$332K +1,675 +1%
Ameriprise
134
Ameriprise
Minnesota
$27.8M +$2.99M +15,077 +12%
PFM
135
Phillips Financial Management
Indiana
$27.5M -$397K -2,070 -1%
VFP
136
Verus Financial Partners
Virginia
$26.8M -$335K -1,691 -1%
BCI
137
Brinker Capital Investments
Pennsylvania
$26.5M +$6.34M +31,996 +32%
HNB
138
Huntington National Bank
Ohio
$25.5M -$25M – –
Northern Trust
139
Northern Trust
Illinois
$24.5M -$385K -1,940 -2%
HMC
140
Harvard Management Company
Massachusetts
$24.3M -$42.2K -213 -0.2%
RJA
141
Raymond James & Associates
Florida
$24M -$994K -5,015 -4%
AA
142
ALPS Advisors
Colorado
$23.8M +$2.31M +11,668 +11%
GT
143
Glenmede Trust
Pennsylvania
$23.7M +$84.9K +428 +0.4%
WT
144
Whittier Trust
California
$23.1M +$355K +1,791 +2%
PHAM
145
Palisades Hudson Asset Management
Florida
$22.4M -$2.41M -12,156 -10%
VFS
146
VSR Financial Services
Kansas
$22.4M +$1.29M +6,490 +6%
FBT
147
Founders Bank & Trust
Michigan
$21.2M +$259K +1,306 +1%
HWA
148
Heritage Wealth Advisors
Virginia
$20.6M +$1.69M +8,501 +9%
BHWM
149
Bar Harbor Wealth Management
New Hampshire
$20.1M +$161K +813 +0.8%
PP
150
Palladium Partners
Virginia
$19.7M +$307K +1,547 +2%
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