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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 %
MG
401
MDE Group
New Jersey
$2.49M -$2.26M -10,925 -48%
ACM
402
Acertus Capital Management
New Jersey
$2.49M -$2.26M -10,925 -48%
TI
403
Truepoint Inc
Ohio
$2.48M -$29.4K -142 -1%
LFG
404
LifePlan Financial Group
Ohio
$2.48M +$648K +3,133 +35%
PFG
405
Pacific Financial Group
Washington
$2.45M +$13.9K +67 +0.6%
WOA
406
Water Oak Advisors
Florida
$2.44M -$2.84M -13,750 -54%
CAL
407
Capital Analysts LLC
Pennsylvania
$2.44M +$38.3K +185 +2%
CCM
408
Condor Capital Management
New Jersey
$2.44M -$262K -1,266 -10%
JIP
409
Jaffetilchin Investment Partners
Florida
$2.39M -$46.7K -226 -2%
FPTW
410
Franklin, Parlapiano, Turner & Welch
Texas
$2.34M -$182K -881 -7%
GW
411
GW & Wade
Massachusetts
$2.31M +$2.31M +11,166 New
PIM
412
Parasol Investment Management
Illinois
$2.31M -$427K -2,065 -16%
ICOA
413
Investment Centers of America
North Dakota
$2.27M -$1.99M -9,625 -47%
BOS
414
Bank of Stockton
California
$2.27M +$67.2K +325 +3%
PMFA
415
Plante Moran Financial Advisors
Michigan
$2.17M +$88.7K +429 +4%
CIC
416
Carnegie Investment Counsel
Ohio
$2.15M +$365K +1,763 +20%
GA
417
Geller Advisors
New York
$2.11M +$7.45K +36 +0.4%
GA
418
Geneva Advisors
Illinois
$2.1M +$435K +2,105 +26%
3AM
419
3D Asset Management
Connecticut
$2.09M -$273K -1,320 -12%
TNBTD
420
Trustmark National Bank Trust Department
Mississippi
$2.09M -$38.9K -188 -2%
HPBT
421
High Point Bank & Trust
North Carolina
$2.07M – – –
PR
422
Payden & Rygel
California
$2.07M +$502K +2,429 +32%
SYBT
423
Stock Yards Bank & Trust
Kentucky
$2.06M +$682K +3,300 +49%
VKH
424
Virtu KCG Holdings
New York
$2.03M +$2.03M +9,792 New
NSIM
425
North Star Investment Management
Illinois
$2M +$37.6K +182 +2%
15 16
17
18 19