IVV icon

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 %
PAM
276
PVG Asset Management
Colorado
$7.72M +$5.16M +24,810 +201%
MPWT
277
MassMutual Private Wealth & Trust
Connecticut
$7.28M +$242K +1,165 +3%
MCM
278
Maryland Capital Management
Maryland
$7.28M +$77.7K +374 +1%
WSFS
279
Wilmington Savings Fund Society
Delaware
$7.22M -$797K -3,835 -10%
NFG
280
Next Financial Group
Texas
$7.12M -$1.1M -5,277 -13%
RIA
281
Regal Investment Advisors
Michigan
$7.12M +$412K +1,983 +6%
F
282
FolioMetrix
Nebraska
$7.11M +$2.65M +12,746 +59%
GAM
283
Gould Asset Management
California
$7M -$237K -1,140 -3%
SC
284
Scotia Capital
Ontario, Canada
$6.74M +$1.58M +7,599 +31%
AAS
285
Annex Advisory Services
Wisconsin
$6.66M +$365K +1,755 +6%
SC
286
Savant Capital
Illinois
$6.65M -$296K -1,425 -4%
PJSIMP
287
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.6M +$2.08M +10,026 +46%
KCM
288
Kanawha Capital Management
Virginia
$6.52M +$260K +1,249 +4%
Stifel Financial
289
Stifel Financial
Missouri
$6.45M +$3.03M +14,600 +89%
EWM
290
Evercore Wealth Management
New York
$6.4M +$4.96M +23,890 +345%
WB
291
Webster Bank
Connecticut
$6.38M +$208K +1,000 +3%
ST
292
Sageworth Trust
Pennsylvania
$6.28M – – –
TWA
293
TCI Wealth Advisors
Arizona
$6.26M -$137K -659 -2%
BKBG
294
BHF Kleinwort Benson Group
Belgium
$6.24M – – –
HighTower Advisors
295
HighTower Advisors
Illinois
$6.22M -$7.85M -37,769 -56%
UFA
296
US Financial Advisors
Massachusetts
$6.2M -$151K -727 -2%
CB
297
Chemical Bank
Michigan
$6.19M +$497K +2,392 +9%
RIG
298
RiverFront Investment Group
Virginia
$6.06M -$6.56M -31,583 -52%
SWA
299
SFMG Wealth Advisors
Texas
$6.06M +$4.73M +22,761 +355%
SSWM
300
Sheets Smith Wealth Management
North Carolina
$6.06M +$1.26M +6,081 +26%
10 11
12
13 14