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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

791 hedge funds and large institutions have $33.2B invested in iShares Core S&P 500 ETF in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 350 increasing their positions, 267 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
791
Holders Change
-11
Holders Change %
-1.37%
% of All Funds
21.1%
Holding in Top 10
217
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+3.33%
% of All Funds
5.79%
New
58
Increased
350
Reduced
267
Closed
59
Calls
$36.4M
Puts
$9.29M
Net Calls
+$27.1M
Net Calls Change
+$3.59M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$489M
2
BlackRock
BlackRock
New York
+$210M
3
AA
ALPS Advisors
Colorado
+$191M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$121M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$109M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$874M
2
Bessemer Group
Bessemer Group
New Jersey
-$483M
3
PPFA
Provida Pension Fund Administrator
Chile
-$342M
4
SMM
Stadion Money Management
Georgia
-$313M
5
GHF
Good Harbor Financial
Illinois
-$283M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
226
First Allied Advisory Services
California
$10.9M -$2.62M -12,603 -19%
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$10.8M +$1.43M +6,894 +15%
RWM
228
Rezny Wealth Management
Florida
$10.8M +$10.8M +51,813 New
CWM
229
Confluence Wealth Management
Oregon
$10.7M -$152K -731 -1%
State Street
230
State Street
Massachusetts
$10.7M -$1.71M -8,235 -14%
SCA
231
Strategic Capital Alternatives
United States
$10.5M +$1.98M +9,514 +23%
VFA
232
Voya Financial Advisors
Connecticut
$10.5M +$10.5M +50,099 New
PA
233
Pinnacle Associates
New York
$10.5M +$460K +2,214 +5%
CNB
234
City National Bank
California
$10.4M -$2.6M -12,517 -20%
BHB
235
Bank Hapoalim BM
Israel
$10.4M +$10.4M +50,000 New
SIC
236
Salem Investment Counselors
North Carolina
$10.3M +$1.02M +4,923 +11%
HCM
237
Hollencrest Capital Management
California
$10.2M -$160K -768 -2%
AGA
238
Accuvest Global Advisors
Utah
$10.2M -$3.19M -15,343 -24%
CL
239
Choreo LLC
Illinois
$10M +$672K +3,235 +7%
UOC
240
UBS O'Connor
Illinois
$10M +$6.21M +29,900 +163%
NPC
241
National Planning Corporation
California
$10M -$4.5M -21,416 -31%
CA
242
Cornerstone Advisors
North Carolina
$9.98M -$1.04M -5,000 -9%
SMC
243
Smith, Moore & Co
Missouri
$9.92M +$113K +544 +1%
WCM
244
Weatherstone Capital Management
Colorado
$9.83M -$1.35M -6,469 -12%
MGIA
245
Moneta Group Investment Advisors
Missouri
$9.83M +$1.28M +6,135 +15%
VIA
246
Vantage Investment Advisors
Pennsylvania
$9.63M +$4.24M +20,399 +79%
TFF
247
The Family Firm
Maryland
$9.56M -$7.48K -36 -0.1%
SJIM
248
St. Johns Investment Management
Florida
$9.5M -$14.1K -68 -0.1%
CL
249
CPWM LLC
Washington
$9.37M -$402K -1,935 -4%
CS
250
Comerica Securities
Michigan
$9.26M +$9.26M +44,554 New
8 9
10
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