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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 %
WWM
326
Willingdon Wealth Management
North Carolina
$4.47M +$77.6K +375 +2%
F
327
FolioMetrix
Nebraska
$4.42M +$4.42M +21,468 New
SFG
328
SNS Financial Group
Minnesota
$4.42M +$4.19M +20,252 +1,846%
Ninety One (UK)
329
Ninety One (UK)
United Kingdom
$4.39M -$62.1K -300 -1%
FC
330
Financial Consulate
Maryland
$4.25M +$4.25M +20,522 New
FWM
331
Focused Wealth Management
New York
$4.24M +$300K +1,449 +8%
LCOV
332
London Company of Virginia
Virginia
$4.17M +$4.17M +20,174 New
HC
333
Highmount Capital
New York
$4.11M +$156K +755 +4%
NYLIM
334
New York Life Investment Management
New York
$4.11M -$5.46M -26,390 -57%
BNP Paribas Financial Markets
335
BNP Paribas Financial Markets
France
$4.03M +$796K +3,846 +25%
BPC
336
Banque Pictet & Cie
Switzerland
$3.98M +$439K +2,120 +12%
HW
337
Hancock Whitney
Mississippi
$3.96M -$252K -1,216 -6%
IP
338
Investment Partners
Ohio
$3.94M +$3.94M +19,025 New
SGK
339
Steigerwald Gordon & Koch
Virginia
$3.91M -$18.8K -92 -0.5%
RDM
340
Retirement Design & Management
Connecticut
$3.91M +$3.91M +18,885 New
UOC
341
UBS O'Connor
Illinois
$3.81M -$228K -1,100 -6%
QA
342
Quantitative Advantage
Minnesota
$3.79M -$184K -888 -5%
Chevy Chase Trust
343
Chevy Chase Trust
Maryland
$3.77M -$259K -1,252 -6%
CWM
344
Cabot Wealth Management
Massachusetts
$3.64M -$287K -1,386 -7%
PFS
345
Prospera Financial Services
Texas
$3.63M -$1.32M -6,403 -27%
BO
346
BRR OpCo
Ohio
$3.61M +$208K +1,006 +6%
CIM
347
CIM Investment Management
Pennsylvania
$3.56M +$1.39M +6,728 +64%
NPF
348
Norris Perne & French
Michigan
$3.55M +$482K +2,332 +16%
DY
349
Dowling & Yahnke
California
$3.52M -$112K -543 -3%
OCM
350
One Capital Management
California
$3.52M +$295K +1,426 +9%
12 13
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