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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 %
ACM
451
Acertus Capital Management
New Jersey
$1.68M -$816K -3,928 -33%
PSI
452
Pinnacle Summer Investments
Virginia
$1.68M +$14.3K +69 +0.9%
CCM
453
Cohen Capital Management
California
$1.67M +$7.07K +34 +0.4%
RJT
454
Raymond James Trust
Florida
$1.64M +$567K +2,729 +53%
NIC
455
Northwest Investment Counselors
Oregon
$1.62M -$19.7K -95 -1%
GIM
456
Goelzer Investment Management
Indiana
$1.61M +$13.3K +64 +0.8%
BCMO
457
Buckingham Capital Management (Ohio)
Ohio
$1.6M -$93.7K -451 -6%
IWA
458
Inspirion Wealth Advisors
Illinois
$1.6M +$417K +2,006 +35%
SCG
459
Sonata Capital Group
Washington
$1.59M – – –
IIC
460
Ironwood Investment Counsel
Arizona
$1.58M -$219K -1,055 -12%
WPC
461
Waters Parkerson & Co
Louisiana
$1.58M +$104K +499 +7%
DC
462
Davenport & Co
Virginia
$1.58M +$36.2K +174 +2%
CTA
463
Chesley Taft & Associates
Illinois
$1.57M +$371K +1,785 +31%
WP
464
WealthPLAN Partners
Nebraska
$1.57M +$1.57M +7,570 New
BC
465
Bartlett & Co
Ohio
$1.56M +$348K +1,675 +29%
CT
466
Cambridge Trust
Massachusetts
$1.49M -$5.82K -28 -0.4%
DBT
467
Dubuque Bank & Trust
Iowa
$1.49M – – –
JWM
468
Jacobus Wealth Management
Wisconsin
$1.46M – – –
KIG
469
Kovitz Investment Group
Illinois
$1.45M +$980K +4,715 +211%
SFA
470
Sequoia Financial Advisors
Ohio
$1.42M +$23.7K +114 +2%
GW
471
GW & Wade
Massachusetts
$1.38M -$940K -4,522 -40%
WRM
472
Westport Resources Management
Connecticut
$1.38M +$6.24K +30 +0.5%
PRA
473
Parametric Risk Advisors
Connecticut
$1.37M – – –
WI
474
Wedgewood Investors
Pennsylvania
$1.36M -$8.31K -40 -0.6%
PAM
475
Peak Asset Management
Colorado
$1.33M +$191K +918 +17%
17 18
19
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