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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 %
NCM
326
Narwhal Capital Management
Georgia
$4.67M -$495K -2,380 -10%
MFP
327
Mosaic Financial Partners
California
$4.56M -$52.6K -253 -1%
TI
328
Truepoint Inc
Ohio
$4.42M +$1.92M +9,249 +77%
CTA
329
Colonial Trust Advisors
South Carolina
$4.39M +$1.1M +5,294 +33%
ZB
330
Zions Bancorporation
Utah
$4.38M +$4.38M +21,052 New
CIP
331
Convergence Investment Partners
Florida
$4.34M +$4.34M +20,900 New
FWM
332
Focused Wealth Management
New York
$4.32M +$61.7K +297 +1%
SFM
333
Signet Financial Management
New Jersey
$4.32M +$839K +4,037 +24%
TAM
334
Todd Asset Management
Kentucky
$4.26M -$245K -1,180 -5%
HC
335
Highmount Capital
New York
$4.1M -$33.2K -160 -0.8%
VKH
336
Virtu KCG Holdings
New York
$4.09M +$2.05M +9,872 +101%
SGK
337
Steigerwald Gordon & Koch
Virginia
$4.06M +$134K +653 +3%
OCM
338
One Capital Management
California
$4.06M +$525K +2,527 +15%
RDM
339
Retirement Design & Management
Connecticut
$4M +$84.2K +406 +2%
ICOA
340
Investment Centers of America
North Dakota
$3.92M +$1.64M +7,874 +72%
CWM
341
Concert Wealth Management
California
$3.91M +$280K +2,971 +8%
QA
342
Quantitative Advantage
Minnesota
$3.8M -$7.69K -37 -0.2%
WA
343
WealthTrust-Arizona
Arizona
$3.8M +$456K +2,196 +14%
IP
344
Investment Partners
Ohio
$3.78M -$174K -839 -4%
GG
345
Gofen & Glossberg
Illinois
$3.71M +$208K +1,000 +6%
GC
346
Gratus Capital
Georgia
$3.69M +$165K +794 +5%
HT
347
Hefren-Tillotson
Pennsylvania
$3.67M +$584K +2,811 +19%
CWM
348
Cabot Wealth Management
Massachusetts
$3.6M -$57.8K -278 -2%
WWM
349
Willingdon Wealth Management
North Carolina
$3.59M -$896K -4,313 -20%
GAG
350
GM Advisory Group
New York
$3.59M +$125K +602 +4%
12 13
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