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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 %
SIA
301
Stancorp Investment Advisers
Oregon
$5.68M +$5.68M +27,466 New
CB
302
Chemical Bank
Michigan
$5.67M +$87.3K +422 +2%
BFA
303
Beaumont Financial Advisors
Massachusetts
$5.62M +$147K +709 +3%
NA
304
Nottingham Advisors
New York
$5.52M +$154K +747 +3%
IA
305
Ibbotson Associates
Illinois
$5.47M +$235K +1,138 +4%
ANB
306
Amarillo National Bank
Texas
$5.45M +$306K +1,480 +6%
BHIA
307
Birch Hill Investment Advisors
Massachusetts
$5.39M +$14.5K +70 +0.3%
VIA
308
Vantage Investment Advisors
Pennsylvania
$5.36M +$245K +1,184 +5%
ACM
309
Argent Capital Management
Missouri
$5.23M +$5.23M +25,274 New
FNBT
310
FineMark National Bank & Trust
Florida
$5.16M +$275K +1,328 +6%
NCM
311
Narwhal Capital Management
Georgia
$5.14M +$2.63M +12,717 +105%
SC
312
Scotia Capital
Ontario, Canada
$5.13M -$94.9K -459 -2%
LA
313
Lynch & Associates
Indiana
$5.09M +$94.1K +455 +2%
RP
314
Riverbridge Partners
Minnesota
$4.98M +$3.93M +18,998 +374%
WCM
315
Wealthcare Capital Management
Virginia
$4.89M -$10.3K -50 -0.2%
CL
316
CIM LLC
New York
$4.87M +$3.9M +18,869 +402%
CCMG
317
Clark Capital Management Group
Pennsylvania
$4.78M +$4.78M +23,122 New
SSWM
318
Sheets Smith Wealth Management
North Carolina
$4.77M +$527K +2,546 +12%
MCM
319
MAI Capital Management
Ohio
$4.75M +$4.75M +22,950 New
IC
320
Intersect Capital
California
$4.68M +$4.68M +22,617 New
PSUF
321
People's United Financial
Connecticut
$4.66M +$1.25M +6,024 +36%
PCM
322
Parsons Capital Management
Rhode Island
$4.63M +$80.1K +387 +2%
MFP
323
Mosaic Financial Partners
California
$4.59M -$134K -649 -3%
PJSIMP
324
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.49M +$2.64M +12,771 +143%
TAM
325
Todd Asset Management
Kentucky
$4.49M -$221K -1,070 -5%
11 12
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