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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
1
BlackRock Institutional Trust
California
$712M
2
AIG
2
American International Group
New York
$279M
3
BA
3
BlackRock Advisors
Delaware
$482M
4
BlackRock
4
BlackRock
New York
$3.56B
5
PPA
5
Parametric Portfolio Associates
Washington
$734M

Top Sellers

1
QI
1
QS Investors
New York
$0
2
GHF
2
Good Harbor Financial
Illinois
$0
3
MB
3
MUFG Bank
Japan
$0
4
Bessemer Group
4
Bessemer Group
New Jersey
$48.9M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIMM
126
Stillwater Investment Management (Minnesota)
Minnesota
$35.1M +$137K +660 +0.4%
BWP
127
BSW Wealth Partners
Colorado
$34.6M +$121K +586 +0.4%
NA
128
Nottingham Advisors
New York
$34.5M -$2.94M -14,190 -8%
JWM
129
Jackson Wealth Management
Florida
$33.9M +$1.92M +9,287 +6%
TCM
130
Tuttle Capital Management
Connecticut
$32.9M +$12.1M +58,582 +58%
HFS
131
HL Financial Services
Kentucky
$32.9M +$4.01M +19,367 +14%
DADC
132
D.A. Davidson & Co
Montana
$32.7M -$32.9K -159 -0.1%
SLF
133
Sun Life Financial
Ontario, Canada
$32.2M -$7.8M -37,646 -19%
MA
134
MUFG Americas
New York
$32.2M -$106K -513 -0.3%
GC
135
Grimes & Company
Massachusetts
$32M +$32M +154,403 New
CC
136
Courier Capital
New York
$31.8M +$103K +495 +0.3%
RJA
137
Raymond James & Associates
Florida
$31.6M +$1.96M +9,455 +7%
PFM
138
Phillips Financial Management
Indiana
$31.4M +$420K +1,963 +1%
CWA
139
Constellation Wealth Advisors
New York
$31.2M -$420K -2,028 -1%
HWA
140
Heritage Wealth Advisors
Virginia
$31.1M +$2.08M +10,031 +7%
FTIOP
141
Fiduciary Trust International of Pennsylvania
Pennsylvania
$30.9M +$962K +4,644 +3%
CI
142
Conning Inc
Connecticut
$30.9M -$145K -702 -0.5%
GI
143
Gradient Investments
Minnesota
$30.9M +$2.21M +10,685 +8%
CB
144
Community Bank
New York
$30.9M -$2.49M -12,000 -7%
JFA
145
JNBA Financial Advisors
Minnesota
$30.6M +$2.53M +12,200 +9%
EIM
146
ExxonMobil Investment Management
Texas
$29.5M +$6.42M +31,000 +28%
F
147
FutureAdvisor
California
$28.6M +$8.88M +42,512 +45%
WT
148
Whittier Trust
California
$28.5M +$243K +1,174 +0.9%
HNB
149
Huntington National Bank
Ohio
$28.5M -$27.5M -132,173 Closed
SPC
150
Sigma Planning Corp
Michigan
$28.4M -$1.51M -7,275 -5%
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6
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