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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 %
SC
351
SouthState Corp
Florida
$3.52M -$2.93M -14,177 -45%
WCWM
352
Wooster Corthell Wealth Management
Connecticut
$3.52M -$828 -4 -0%
GC
353
Gratus Capital
Georgia
$3.51M +$3.51M +16,964 New
GG
354
Gofen & Glossberg
Illinois
$3.49M -$414 -2 -0%
SFM
355
Signet Financial Management
New Jersey
$3.46M +$3.46M +16,724 New
GAG
356
GM Advisory Group
New York
$3.45M +$1.12M +5,410 +48%
Stifel Financial
357
Stifel Financial
Missouri
$3.39M -$303K -1,465 -8%
RBC
358
Ronald Blue & Co
Georgia
$3.37M +$554K +2,680 +20%
MCC
359
Mid Continent Capital
Illinois
$3.36M -$1.48M -7,150 -31%
WA
360
WealthTrust-Arizona
Arizona
$3.33M +$221K +1,067 +7%
WP
361
WMS Partners
Maryland
$3.31M +$267K +1,292 +9%
GF
362
Gerstein Fisher
New York
$3.29M – – –
CTA
363
Colonial Trust Advisors
South Carolina
$3.28M -$509K -2,462 -13%
FA
364
FCG Advisors
New Jersey
$3.26M +$2.9M +13,961 +790%
AIP
365
Ameritas Investment Partners
Nebraska
$3.26M +$166K +801 +5%
HCC
366
Hirtle Callaghan & Co
Pennsylvania
$3.25M +$1.68M +8,100 +107%
RNS
367
Robert N. Shapiro
$3.21M -$589K -2,845 -15%
AA
368
Ancora Advisors
Ohio
$3.12M +$583K +2,820 +23%
BPB
369
Badgley, Phelps & Bell
Washington
$3.09M +$2.87M +13,854 +1,265%
HT
370
Hefren-Tillotson
Pennsylvania
$3.07M +$498K +2,410 +19%
CTC
371
Central Trust Company
Missouri
$3.06M +$734K +3,549 +32%
DG
372
Davidson & Garrard
Virginia
$3.02M +$144K +698 +5%
NEAM
373
New England Asset Management
Connecticut
$3.02M – – –
APCM
374
Alaska Permanent Capital Management
Alaska
$2.99M -$61.6K -298 -2%
ZTNA
375
Zions Trust National Association
Utah
$2.99M -$63.1K -305 -2%
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