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

Top Sellers

1
QI
QS Investors
New York
$0
2
GHF
Good Harbor Financial
Illinois
$0
3
MB
MUFG Bank
Japan
$0
4
Bessemer Group
Bessemer Group
New Jersey
$48.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMH
201
Cornerstone Capital Management Holdings
New York
$14.6M +$6.48M +31,287 +80%
AIM
202
Acropolis Investment Management
Missouri
$14.6M -$1.48M -7,158 -9%
MFS
203
Monetta Financial Services
Illinois
$14.5M -$2.07M -10,000 -13%
MWM
204
Modera Wealth Management
New Jersey
$13.9M -$720K -3,475 -5%
Wealth Enhancement Advisory Services
205
Wealth Enhancement Advisory Services
Minnesota
$13.8M +$2.07M +9,992 +18%
TFO
206
Tarbox Family Office
California
$13.8M +$1.83M +8,828 +15%
State Street
207
State Street
Massachusetts
$13.5M +$2.83M +13,680 +27%
NPC
208
National Planning Corporation
California
$13.4M +$3.4M +16,214 +34%
PHAM
209
Palisades Hudson Asset Management
Florida
$12.9M -$7.56M -36,486 -37%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$12.8M +$27.1K +131 +0.2%
CIM
211
CIM Investment Management
Pennsylvania
$12.8M -$1.53M -7,374 -11%
ACM
212
Argentus Capital Management
Texas
$12.5M -$1.61M -7,748 -11%
GT
213
Greenleaf Trust
Michigan
$12.3M -$1.18M -5,696 -9%
APSP
214
Asset Planning Services (Pennsylvania)
Pennsylvania
$12.3M +$12.3M +59,342 New
CWM
215
Confluence Wealth Management
Oregon
$12.1M +$1.44M +6,962 +14%
SHGA
216
Sand Hill Global Advisors
California
$11.8M -$45.8K -221 -0.4%
BCM
217
BTC Capital Management
Iowa
$11.7M -$3.03M -14,627 -21%
SIAM
218
Sterling Investment Advisors (Missouri)
Missouri
$11.7M -$447K -2,159 -4%
HCMT
219
Highland Capital Management (Tennessee)
Tennessee
$11.7M -$197K -953 -2%
WTC
220
WhitTier Trust Company
Nevada
$11.6M +$116K +562 +1%
FA
221
FDx Advisors
Illinois
$11.5M -$12.1M -58,603 -51%
BJL
222
Brighton Jones LLC
Washington
$11.5M +$16.8K +81 +0.1%
MCM
223
MAI Capital Management
Ohio
$11.4M +$2.42M +11,658 +27%
CAM
224
Capstone Asset Management
Texas
$11.3M -$813K -3,925 -7%
CS
225
Comerica Securities
Michigan
$11M +$1.78M +8,572 +19%
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