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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 %
SIMM
126
Stillwater Investment Management (Minnesota)
Minnesota
$33.3M +$627K +3,253 +2%
SPC
127
Sigma Planning Corp
Michigan
$33.1M +$6.74M +34,961 +26%
Principal Financial Group
128
Principal Financial Group
Iowa
$32.8M -$692K -3,593 -2%
NAM
129
North American Management
Massachusetts
$32.1M +$32.1M +166,343 New
JWM
130
Jackson Wealth Management
Florida
$31.9M +$228K +1,181 +0.7%
WA
131
Wealth Architects
California
$31.9M -$882K -4,575 -3%
F
132
FutureAdvisor
California
$31.4M +$4.95M +25,687 +19%
GH
133
GAM Holding
Switzerland
$31.3M -$1.42M -7,384 -4%
NA
134
Nottingham Advisors
New York
$30.5M -$1.59M -8,250 -5%
DADC
135
D.A. Davidson & Co
Montana
$30.4M -$46.1K -239 -0.2%
GC
136
Grimes & Company
Massachusetts
$30.1M +$377K +1,954 +1%
HWA
137
Heritage Wealth Advisors
Virginia
$30M +$1.13M +5,879 +4%
SLF
138
Sun Life Financial
Ontario, Canada
$30M – – –
CC
139
Courier Capital
New York
$29.8M +$219K +1,135 +0.7%
GI
140
Gradient Investments
Minnesota
$29.5M +$791K +4,104 +3%
CWA
141
Constellation Wealth Advisors
New York
$29.5M +$435K +2,257 +1%
PFM
142
Phillips Financial Management
Indiana
$29.3M +$87.9K +442 +0.3%
CI
143
Conning Inc
Connecticut
$28.9M +$148K +770 +0.5%
MA
144
MUFG Americas
New York
$28M -$1.89M -9,814 -6%
HNB
145
Huntington National Bank
Ohio
$27.8M -$28.5M – –
CB
146
Community Bank
New York
$26.8M -$1.93M -10,000 -7%
FA
147
FDx Advisors
Illinois
$26.3M +$15.6M +81,092 +146%
VFP
148
Verus Financial Partners
Virginia
$26.3M +$85.4K +443 +0.3%
HFS
149
HL Financial Services
Kentucky
$26.2M -$4.33M -22,495 -14%
BOCM
150
Bontempo Ohly Capital Management
Maryland
$26.2M +$1.01M +5,250 +4%
4 5
6
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