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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 %
PIM
401
Provident Investment Management
Michigan
$2.58M +$2.07M +9,968 +407%
LIM
402
Leavell Investment Management
Alabama
$2.58M +$10.4K +50 +0.4%
WCF
403
West Coast Financial
California
$2.56M -$327K -1,571 -11%
PFG
404
Pacific Financial Group
Washington
$2.47M +$4.16K +20 +0.2%
William Blair & Company
405
William Blair & Company
Illinois
$2.43M +$458K +2,207 +23%
VFA
406
Virtus Fund Advisers
Connecticut
$2.43M -$11.4M -54,863 -82%
CFA
407
Carroll Financial Associates
North Carolina
$2.39M -$159K -766 -6%
JIP
408
Jaffetilchin Investment Partners
Florida
$2.37M -$26.2K -126 -1%
Chevy Chase Trust
409
Chevy Chase Trust
Maryland
$2.36M -$1.43M -6,888 -38%
PIM
410
Parasol Investment Management
Illinois
$2.35M +$27K +130 +1%
FPTW
411
Franklin, Parlapiano, Turner & Welch
Texas
$2.32M -$26.4K -127 -1%
KAM
412
Keeley Asset Management
Illinois
$2.32M +$329K +1,585 +17%
STB
413
S&T Bank
Pennsylvania
$2.25M +$501K +2,413 +29%
PIA
414
Peachtree Investment Advisors
Georgia
$2.24M +$1.35M +6,507 +152%
PAMG
415
Patton Albertson Miller Group
Tennessee
$2.23M +$2.23M +10,734 New
GA
416
Geneva Advisors
Illinois
$2.21M +$106K +508 +5%
CIC
417
Carnegie Investment Counsel
Ohio
$2.19M +$6.32K +30 +0.3%
1IA
418
1834 Investment Advisors
Wisconsin
$2.18M +$306K +1,473 +16%
LS
419
Lattice Strategies
Pennsylvania
$2.17M -$4M -19,250 -65%
FWM
420
Frontier Wealth Management
Missouri
$2.15M +$1.93M +9,301 +878%
GA
421
Geller Advisors
New York
$2.13M +$8.52K +41 +0.4%
MCWS
422
McKinley Carter Wealth Services
West Virginia
$2.12M +$347K +1,669 +20%
HPBT
423
High Point Bank & Trust
North Carolina
$2.08M – – –
GWM
424
Gupta Wealth Management
California
$2.08M +$2.08M +10,002 New
SS
425
Sunbelt Securities
Texas
$2.08M +$135K +662 +7%
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