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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
+$242M
2
BlackRock
BlackRock
New York
+$188M
3
BA
BlackRock Advisors
Delaware
+$150M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$148M
5
Korea Investment Corp
Korea Investment Corp
South Korea
+$146M

Top Sellers

1
AC
Allstate Corporation
Illinois
-$393M
2
GHF
Good Harbor Financial
Illinois
-$355M
3
Goldman Sachs
Goldman Sachs
New York
-$289M
4
CS
Credit Suisse
Switzerland
-$171M
5
BOI
Bank of Italy
Italy
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
176
Washington Trust Bank
Washington
$14.7M -$661K -3,336 -4%
CIBC Private Wealth Group
177
CIBC Private Wealth Group
Georgia
$14.6M +$245K +1,237 +2%
MWM
178
Modera Wealth Management
New Jersey
$14.5M -$517K -2,610 -3%
TAT
179
TD Ameritrade Trust
Colorado
$14.5M +$4.22M +21,297 +41%
JFA
180
JNBA Financial Advisors
Minnesota
$14.4M +$8.79M +44,322 +156%
WCM
181
Weatherstone Capital Management
Colorado
$14.4M -$2.71M -13,673 -16%
FMII
182
Farmers & Merchants Investments Inc
Nebraska
$14.2M +$389K +1,963 +3%
VFA
183
Virtus Fund Advisers
Connecticut
$14.2M -$2.46M -12,397 -15%
NFG
184
Next Financial Group
Texas
$14.1M +$14.1M +71,346 New
LPT
185
Legacy Private Trust
Wisconsin
$13.9M -$254K -1,283 -2%
EHPM
186
Emery Howard Portfolio Management
California
$13.9M -$50K -252 -0.4%
SHGA
187
Sand Hill Global Advisors
California
$13.7M +$6.79M +34,265 +99%
AI
188
Atria Investments
North Carolina
$13.6M +$355K +1,789 +3%
TCM
189
Tuttle Capital Management
Connecticut
$13.5M +$8.44M +42,564 +168%
CAM
190
Capstone Asset Management
Texas
$13.1M -$982K -4,955 -7%
FHB
191
First Hawaiian Bank
Hawaii
$13.1M +$206K +1,038 +2%
MA
192
Montag & Associates
Georgia
$13M +$3.45M +17,415 +36%
SSB
193
Sandy Spring Bank
Maryland
$12.3M +$1.17M +5,905 +11%
PAG
194
Private Advisor Group
New Jersey
$11.9M +$3.39M +17,114 +40%
LSERS
195
Louisiana State Employees Retirement System
Louisiana
$11.8M -$892K -4,500 -7%
NPC
196
National Planning Corporation
California
$11.7M +$137K +691 +1%
AW
197
ACG Wealth
Georgia
$11.7M +$270K +1,360 +2%
AA
198
Advisory Alpha
Michigan
$11.2M +$473K +2,388 +4%
BJL
199
Brighton Jones LLC
Washington
$11.1M -$103K -519 -0.9%
WTC
200
WhitTier Trust Company
Nevada
$11.1M -$804K -4,054 -7%
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