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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 %
KAM
426
Keeley Asset Management
Illinois
$1.98M +$804K +3,885 +68%
TCM
427
Telos Capital Management
California
$1.98M +$31K +150 +2%
CCM
428
Canal Capital Management
Virginia
$1.96M +$1.96M +9,486 New
William Blair & Company
429
William Blair & Company
Illinois
$1.96M -$32.1K -155 -2%
NCM
430
Novare Capital Management
North Carolina
$1.93M -$79.6K -385 -4%
SS
431
Sunbelt Securities
Texas
$1.93M +$1.93M +9,507 New
BCM
432
Beck Capital Management
Texas
$1.93M -$2.37M -11,482 -55%
Robeco Institutional Asset Management
433
Robeco Institutional Asset Management
Netherlands
$1.92M -$234K -1,129 -11%
RPGK
434
Retirement Planning Group (Kansas)
Kansas
$1.91M -$77.8K -376 -4%
ONB
435
Old National Bancorp
Indiana
$1.87M +$414 +2 +0%
PAM
436
Premier Asset Management
Illinois
$1.87M +$1.87M +9,050 New
1IA
437
1834 Investment Advisors
Wisconsin
$1.87M -$21.5K -104 -1%
FNT
438
First National Trust
Pennsylvania
$1.86M +$53.4K +258 +3%
ICAS
439
Investors Capital Advisory Services
Massachusetts
$1.85M +$59.1K +286 +3%
AAM
440
Aureus Asset Management
Massachusetts
$1.84M +$826K +3,995 +82%
Sumitomo Mitsui Trust Group
441
Sumitomo Mitsui Trust Group
Japan
$1.82M +$356K +1,702 +24%
BWFM
442
Bridgewater Wealth & Financial Management
Maryland
$1.82M +$1.82M +8,772 New
IIC
443
Ironwood Investment Counsel
Arizona
$1.79M -$276K -1,336 -13%
MCWS
444
McKinley Carter Wealth Services
West Virginia
$1.76M +$1.35M +6,504 +323%
AAM
445
Autus Asset Management
Arizona
$1.75M +$33.1K +160 +2%
STB
446
S&T Bank
Pennsylvania
$1.74M -$510K -2,463 -23%
OCG
447
Opus Capital Group
Ohio
$1.73M +$5.17K +25 +0.3%
SWP
448
Stratos Wealth Partners
Ohio
$1.72M +$1.72M +8,312 New
PHS
449
Pekin Hardy Strauss
Illinois
$1.71M -$6.21K -30 -0.4%
FMBTD
450
First Midwest Bank Trust Division
Illinois
$1.69M -$412K -1,990 -20%
16 17
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