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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 %
MFW
351
Meristem Family Wealth
Minnesota
$3.58M +$891K +4,288 +33%
PFS
352
Prospera Financial Services
Texas
$3.52M -$127K -610 -3%
DY
353
Dowling & Yahnke
California
$3.5M -$37.4K -180 -1%
AIP
354
Ameritas Investment Partners
Nebraska
$3.5M +$219K +1,054 +7%
FC
355
Financial Consulate
Maryland
$3.43M -$837K -4,030 -20%
MCC
356
Mid Continent Capital
Illinois
$3.38M – – –
VNIM
357
Vaughan Nelson Investment Management
Texas
$3.37M +$1.78M +8,550 +111%
WCWM
358
Wooster Corthell Wealth Management
Connecticut
$3.37M -$161K -775 -5%
BPC
359
Banque Pictet & Cie
Switzerland
$3.36M -$633K -3,045 -16%
RTS
360
Round Table Services
New Jersey
$3.35M +$732K +3,523 +28%
WP
361
WMS Partners
Maryland
$3.33M – – –
HCC
362
Hirtle Callaghan & Co
Pennsylvania
$3.26M – – –
RPG
363
Risk Paradigm Group
Texas
$3.13M +$3.13M +15,060 New
PTC
364
Private Trust Company
Ohio
$3.1M +$382K +1,838 +14%
PWLP
365
Prio Wealth Limited Partnership
Massachusetts
$3.07M +$120K +577 +4%
RWA
366
Ropes Wealth Advisors
Massachusetts
$3.06M +$3.06M +14,717 New
CTC
367
Central Trust Company
Missouri
$3.06M -$22.9K -110 -0.7%
DG
368
Davidson & Garrard
Virginia
$3.05M +$11.2K +54 +0.4%
SS
369
Simplicity Solutions
Minnesota
$3.04M +$267K +1,286 +10%
NEAM
370
New England Asset Management
Connecticut
$3.03M – – –
AA
371
Ancora Advisors
Ohio
$3.02M -$3.12M -15,063 Closed
SCA
372
Samson Capital Advisors
New York
$3.02M +$266K +1,280 +10%
BFG
373
Beacon Financial Group
Texas
$3M -$2.73M -13,019 -48%
BO
374
BRR OpCo
Ohio
$2.99M -$640K -3,081 -18%
PR
375
Payden & Rygel
California
$2.99M +$913K +4,396 +44%
13 14
15
16 17