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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
$447M
2
Bank of America
Bank of America
North Carolina
$3.28B
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$488M
4
BFA
BlackRock Fund Advisors
California
$635M
5
LPL Financial
LPL Financial
California
$416M

Top Sellers

1
AIG
American International Group
New York
$35.6M
2
Jane Street
Jane Street
New York
$540K
3
TMNFIC
Tokio Marine & Nichido Fire Insurance Company
Japan
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.49M
5
DILH
Dai-ichi Life Holdings
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
126
Migdal Insurance & Financial Holdings
Israel
$38M +$38M +185,146 New
FWCM
127
Ferguson Wellman Capital Management
Oregon
$37.9M -$1.64M -8,016 -4%
SIM
128
SSI Investment Management
California
$37.9M +$15.2M +74,334 +67%
CFG
129
Citizens Financial Group
Rhode Island
$37.8M +$37.8M +181,957 New
HighTower Advisors
130
HighTower Advisors
Illinois
$37.8M +$12.1M +58,927 +47%
SC
131
Stratford Consulting
Texas
$37M -$190K -929 -0.5%
TIM
132
Tortoise Investment Management
New York
$36.8M -$402K -1,960 -1%
SIMM
133
Stillwater Investment Management (Minnesota)
Minnesota
$36.3M +$955K +4,661 +3%
BA
134
Bridgewater Associates
Connecticut
$35.9M – – –
AIA
135
Avalon Investment & Advisory
Texas
$35.7M +$35.7M +174,245 New
LCOV
136
London Company of Virginia
Virginia
$35.7M +$17M +82,927 +91%
AIG
137
American International Group
New York
$35.6M -$257M -1,255,276 -88%
Principal Financial Group
138
Principal Financial Group
Iowa
$35.5M +$625K +3,050 +2%
MWAC
139
Mariner Wealth Advisors (Cincinnati)
Ohio
$34.4M +$34.4M +167,823 New
PCIG
140
Partners Capital Investment Group
Massachusetts
$34.3M +$34.3M +167,272 New
WA
141
Wealth Architects
California
$34.1M +$199K +973 +0.6%
HWA
142
Heritage Wealth Advisors
Virginia
$33M +$1.11M +5,422 +3%
GC
143
Grimes & Company
Massachusetts
$32.1M +$17.8K +87 +0.1%
SLF
144
Sun Life Financial
Ontario, Canada
$31.8M – – –
DADC
145
D.A. Davidson & Co
Montana
$31.6M -$637K -3,111 -2%
MA
146
MUFG Americas
New York
$31.2M +$1.44M +7,008 +5%
PP
147
Pegasus Partners
Wisconsin
$31.1M +$30.1M +147,090 +3,176%
CI
148
Conning Inc
Connecticut
$30.9M +$152K +743 +0.5%
NA
149
Nottingham Advisors
New York
$30.5M -$1.91M -9,320 -6%
CC
150
Courier Capital
New York
$30.4M -$1.28M -6,252 -4%
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