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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

802 hedge funds and large institutions have $34.5B invested in iShares Core S&P 500 ETF in 2014 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 341 increasing their positions, 221 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
802
Holders Change
+114
Holders Change %
+16.57%
% of All Funds
21.4%
Holding in Top 10
210
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+22.09%
% of All Funds
5.6%
New
148
Increased
341
Reduced
221
Closed
25
Calls
$48.8M
Puts
$25.3M
Net Calls
+$23.5M
Net Calls Change
+$10.1M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$862M
2
Bank of America
Bank of America
North Carolina
+$650M
3
BlackRock
BlackRock
New York
+$475M
4
QI
QS Investors
New York
+$395M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$299M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
-$350M
2
HI
Horizon Investments
North Carolina
-$142M
3
BG
BlackRock Group
United Kingdom
-$122M
4
AC
Allstate Corporation
Illinois
-$122M
5
BOI
Bank of Italy
Italy
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
226
WhitTier Trust Company
Nevada
$11.6M +$41.6K +201 +0.4%
BJL
227
Brighton Jones LLC
Washington
$11.5M -$110K -534 -1%
BBHC
228
Brown Brothers Harriman & Co
New York
$11.3M -$231K -1,115 -2%
HCMT
229
Highland Capital Management (Tennessee)
Tennessee
$11.3M +$1.88M +9,111 +20%
NFG
230
NewFocus Financial Group
Washington
$11.3M +$609K +2,944 +6%
BWP
231
BSW Wealth Partners
Colorado
$11.2M +$1.33M +6,438 +14%
PAG
232
Private Advisor Group
New Jersey
$11.2M -$1.24M -5,995 -10%
SHGA
233
Sand Hill Global Advisors
California
$11.1M -$3.19M -15,428 -22%
WCM
234
Weatherstone Capital Management
Colorado
$11.1M -$3.91M -18,910 -26%
CA
235
Cornerstone Advisors
North Carolina
$11M – – –
CWM
236
Confluence Wealth Management
Oregon
$10.8M +$2.21M +10,665 +26%
GT
237
Greenleaf Trust
Michigan
$10.6M +$2.46M +11,906 +30%
AllianceBernstein
238
AllianceBernstein
Tennessee
$10.5M +$6.34M +30,641 +153%
HCM
239
Hollencrest Capital Management
California
$10.3M +$222K +1,072 +2%
AA
240
Advisory Alpha
Michigan
$10.3M -$1.37M -6,611 -12%
TCM
241
Tuttle Capital Management
Connecticut
$10.2M -$3.82M -18,446 -27%
CA
242
Cambridge Associates
Massachusetts
$10.1M -$6.88M -33,270 -40%
PA
243
Pinnacle Associates
New York
$9.95M +$612K +2,959 +7%
SMC
244
Smith, Moore & Co
Missouri
$9.76M +$65.2K +315 +0.7%
CL
245
CPWM LLC
Washington
$9.73M -$80.1K -387 -0.8%
TFO
246
Tarbox Family Office
California
$9.64M +$1.82M +8,820 +23%
TFF
247
The Family Firm
Maryland
$9.52M +$9.52M +46,022 New
SJIM
248
St. Johns Investment Management
Florida
$9.47M +$466K +2,253 +5%
Bank of Nova Scotia
249
Bank of Nova Scotia
Ontario, Canada
$9.36M +$1.16M +5,609 +14%
CL
250
Choreo LLC
Illinois
$9.32M +$813K +3,931 +10%
8 9
10
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