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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 %
EAM
426
Evanson Asset Management
California
$2.05M +$972K +4,678 +90%
CCM
427
Canal Capital Management
Virginia
$2.04M +$65K +313 +3%
NSIM
428
North Star Investment Management
Illinois
$2.03M +$16.4K +79 +0.8%
AAM
429
Aureus Asset Management
Massachusetts
$2.01M +$161K +773 +9%
FNT
430
First National Trust
Pennsylvania
$2.01M +$139K +667 +7%
TCM
431
Telos Capital Management
California
$2M +$16.6K +80 +0.8%
MFBTD
432
MB Financial Bank - Trust Department
Illinois
$1.99M -$862K -4,148 -30%
TNBTD
433
Trustmark National Bank Trust Department
Mississippi
$1.96M -$133K -638 -6%
NCM
434
Novare Capital Management
North Carolina
$1.92M -$17.5K -84 -0.9%
LFG
435
LifePlan Financial Group
Ohio
$1.92M -$570K -2,741 -23%
LNC
436
Lincoln National Corp
Pennsylvania
$1.89M -$614K -2,954 -25%
BWFM
437
Bridgewater Wealth & Financial Management
Maryland
$1.85M +$23.5K +113 +1%
3AM
438
3D Asset Management
Connecticut
$1.83M -$272K -1,310 -13%
ICAS
439
Investors Capital Advisory Services
Massachusetts
$1.83M -$31.8K -153 -2%
RCWMU
440
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.82M +$499K +2,400 +38%
PMFA
441
Plante Moran Financial Advisors
Michigan
$1.8M -$382K -1,838 -18%
FMBTD
442
First Midwest Bank Trust Division
Illinois
$1.76M +$66.5K +320 +4%
Robeco Institutional Asset Management
443
Robeco Institutional Asset Management
Netherlands
$1.75M -$179K -860 -9%
PHS
444
Pekin Hardy Strauss
Illinois
$1.74M +$29.9K +144 +2%
OCG
445
Opus Capital Group
Ohio
$1.74M -$3.12K -15 -0.2%
WCM
446
Windsor Capital Management
Arizona
$1.73M +$1.22M +5,857 +236%
AAM
447
Autus Asset Management
Arizona
$1.72M -$35.3K -170 -2%
RPGK
448
Retirement Planning Group (Kansas)
Kansas
$1.72M -$199K -955 -10%
LA
449
LVW Advisors
New York
$1.69M +$585K +2,817 +53%
MG
450
MDE Group
New Jersey
$1.68M -$816K -3,928 -33%
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