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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 %
SAM
251
Silvercrest Asset Management
New York
$9.31M +$2.98M +14,395 +47%
SIC
252
Salem Investment Counselors
North Carolina
$9.22M +$357K +1,727 +4%
EA
253
Elm Advisors
California
$9.22M -$155K -750 -2%
NFM
254
North Forty Management
Washington
$8.94M – – –
RC
255
RBF Capital
California
$8.88M +$8.88M +42,900 New
CC
256
Cadinha & Co
Hawaii
$8.79M +$1.06M +5,103 +14%
TRCT
257
Tower Research Capital (TRC)
New York
$8.69M +$8.69M +41,986 New
MGIA
258
Moneta Group Investment Advisors
Missouri
$8.52M +$555K +2,685 +7%
SCA
259
Strategic Capital Alternatives
United States
$8.51M -$79.6K -385 -0.9%
TPSF
260
Texas Permanent School Fund
Texas
$8.46M -$600K -2,900 -7%
TH
261
Timber Hill
Connecticut
$8.34M +$8.34M +40,293 New
MC
262
Miles Capital
Iowa
$8.27M -$211K -1,022 -2%
NFG
263
Next Financial Group
Texas
$8.18M -$6.58M -31,815 -45%
CFC
264
Coyle Financial Counsel
Illinois
$8.17M +$351K +1,698 +4%
TCM
265
Twele Capital Management
Minnesota
$8.15M -$71.2K -344 -0.9%
EFSCE
266
Enterprise Financial Services Corp (EFSC)
Missouri
$8.08M +$293K +1,415 +4%
WSFS
267
Wilmington Savings Fund Society
Delaware
$7.98M -$235K -1,138 -3%
CWM
268
Concert Wealth Management
California
$7.98M +$5.08M +24,558 +175%
RCAG
269
Rehmann Capital Advisory Group
Michigan
$7.91M +$3.58M +17,308 +83%
AFG
270
Arkansas Financial Group
Arkansas
$7.83M +$40.8K +197 +0.5%
IH
271
IFC Holdings
Florida
$7.68M +$360K +1,716 +5%
SI
272
SII Investments
Wisconsin
$7.63M +$8.46K +41 +0.1%
Kayne Anderson Rudnick Investment Management
273
Kayne Anderson Rudnick Investment Management
California
$7.57M +$865K +4,183 +13%
TCT
274
TIAA CREF Trust
Missouri
$7.57M +$1.68M +8,122 +29%
TCM
275
Towercrest Capital Management
Pennsylvania
$7.53M +$7.53M +36,390 New
9 10
11
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