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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 %
B
276
Bailard
California
$7.5M +$7.01M +33,879 +1,422%
CIA
277
Capital Investment Advisors
Georgia
$7.3M +$485K +2,344 +7%
GAM
278
Gould Asset Management
California
$7.2M -$763K -3,690 -10%
Susquehanna International Group
279
Susquehanna International Group
Pennsylvania
$7.17M -$46.4M -224,283 -87%
MCM
280
Maryland Capital Management
Maryland
$7.17M -$201K -970 -3%
MPWT
281
MassMutual Private Wealth & Trust
Connecticut
$7.01M +$196K +948 +3%
SC
282
Savant Capital
Illinois
$6.92M -$178K -861 -3%
CCA
283
Cobblestone Capital Advisors
New York
$6.7M +$642K +3,102 +11%
RIA
284
Regal Investment Advisors
Michigan
$6.67M -$60.6K -293 -0.9%
MFS
285
MSI Financial Services
Massachusetts
$6.51M +$2.27M +10,995 +54%
TWA
286
TCI Wealth Advisors
Arizona
$6.37M -$519K -2,511 -8%
UFA
287
US Financial Advisors
Massachusetts
$6.33M +$6.33M +30,574 New
AAS
288
Annex Advisory Services
Wisconsin
$6.26M +$510K +2,464 +9%
ST
289
Sageworth Trust
Pennsylvania
$6.25M -$107K -518 -2%
KCM
290
Kanawha Capital Management
Virginia
$6.23M -$414K -2,003 -6%
BKBG
291
BHF Kleinwort Benson Group
Belgium
$6.22M +$2.59M +12,543 +72%
ClearBridge Investments
292
ClearBridge Investments
New York
$6.17M +$6.17M +29,833 New
LS
293
Lattice Strategies
Pennsylvania
$6.14M – – –
WB
294
Webster Bank
Connecticut
$6.14M -$47.8K -231 -0.8%
Janney Montgomery Scott
295
Janney Montgomery Scott
Pennsylvania
$6.13M +$575K +2,779 +10%
CW
296
Cobiz Wealth
Colorado
$5.74M +$923K +4,463 +19%
Truist Financial
297
Truist Financial
North Carolina
$5.72M +$178K +860 +3%
JT
298
Jump Trading
Illinois
$5.71M +$5.71M +27,587 New
BFG
299
Beacon Financial Group
Texas
$5.71M -$7.61M -36,414 -57%
JFG
300
JMG Financial Group
Illinois
$5.7M -$130K -627 -2%
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