IVV icon

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 %
BCMO
451
Buckingham Capital Management (Ohio)
Ohio
$1.69M -$213K -1,030 -11%
PSI
452
Pinnacle Summer Investments
Virginia
$1.66M +$3.31K +16 +0.2%
CCM
453
Cohen Capital Management
California
$1.65M +$6.21K +30 +0.4%
BCAM
454
Boston Common Asset Management
Massachusetts
$1.64M +$1.64M +7,920 New
NIC
455
Northwest Investment Counselors
Oregon
$1.63M -$140K -675 -8%
CAM
456
Concorde Asset Management
Michigan
$1.61M +$1.61M +7,782 New
CG
457
Colony Group
Massachusetts
$1.6M +$1.38M +6,671 +617%
VNIM
458
Vaughan Nelson Investment Management
Texas
$1.59M +$98.3K +475 +7%
GIM
459
Goelzer Investment Management
Indiana
$1.59M +$124K +601 +8%
SCG
460
Sonata Capital Group
Washington
$1.58M +$1.58M +7,659 New
CCT
461
Chemung Canal Trust
New York
$1.56M +$542K +2,620 +53%
MCM
462
MV Capital Management
Maryland
$1.56M +$1.56M +7,528 New
SIM
463
Sigma Investment Management
Oregon
$1.53M -$364K -1,761 -19%
EAMA
464
EFG Asset Management (Americas)
Florida
$1.53M +$1.53M +7,352 New
DC
465
Davenport & Co
Virginia
$1.53M +$52.5K +254 +4%
CT
466
Cambridge Trust
Massachusetts
$1.49M +$420K +2,030 +39%
DBT
467
Dubuque Bank & Trust
Iowa
$1.48M +$972K +4,700 +192%
WPC
468
Waters Parkerson & Co
Louisiana
$1.47M +$497K +2,402 +51%
Neuberger Berman Group
469
Neuberger Berman Group
New York
$1.47M +$1.47M +7,104 New
JWM
470
Jacobus Wealth Management
Wisconsin
$1.45M – – –
EWM
471
Evercore Wealth Management
New York
$1.43M -$4.62M -22,345 -76%
GAM
472
Gemmer Asset Management
California
$1.41M +$410K +1,982 +41%
SFA
473
Sequoia Financial Advisors
Ohio
$1.39M +$20.9K +101 +2%
HC
474
HHG & Company
Connecticut
$1.38M +$16.8K +81 +1%
WRM
475
Westport Resources Management
Connecticut
$1.37M +$13.4K +65 +1%
17 18
19
20 21