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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 %
WI
476
Wedgewood Investors
Pennsylvania
$1.37M +$34.1K +165 +3%
PRA
477
Parametric Risk Advisors
Connecticut
$1.36M – – –
MIAN
478
Mariner Independent Advisor Network
Kansas
$1.33M +$834K +4,032 +167%
SWA
479
SFMG Wealth Advisors
Texas
$1.33M +$192K +930 +17%
RCWMU
480
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.32M -$42.4K -205 -3%
Connor, Clark & Lunn Investment Management (CC&L)
481
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.3M – – –
IAS
482
IMA Advisory Services
Colorado
$1.29M – – –
BII
483
Bainco International Investors
Massachusetts
$1.29M – – –
BPBT
484
Boston Private Bank & Trust
Massachusetts
$1.28M -$110K -530 -8%
DPI
485
Diversified Portfolios Inc
Michigan
$1.26M +$1.26M +6,105 New
CCM
486
Coe Capital Management
Illinois
$1.26M +$102K +495 +9%
ASN
487
Advisory Services Network
Georgia
$1.25M -$366K -1,797 -23%
JPTCCM
488
J.P. Turner & Co Capital Management
Georgia
$1.24M +$1.24M +6,002 New
BC
489
Bartlett & Co
Ohio
$1.21M +$62K +300 +5%
GLA
490
Great Lakes Advisors
Illinois
$1.19M – – –
CNC
491
Citizens & Northern Corp
Pennsylvania
$1.19M +$958K +4,633 +409%
First Manhattan
492
First Manhattan
New York
$1.19M – – –
CTA
493
Chesley Taft & Associates
Illinois
$1.19M +$11.4K +55 +1%
IWA
494
Inspirion Wealth Advisors
Illinois
$1.18M +$1.18M +5,678 New
MPI
495
Mairs & Power Inc
Minnesota
$1.17M +$227K +1,099 +24%
MM
496
Meridian Management
Arkansas
$1.17M – – –
BBPWM
497
Blue Bell Private Wealth Management
Pennsylvania
$1.17M +$207K +1,000 +21%
PFBT
498
Parkside Financial Bank & Trust
Missouri
$1.16M -$69.8K -337 -6%
Two Sigma Investments
499
Two Sigma Investments
New York
$1.16M -$96.2M -465,000 -99%
CWM
500
Calamos Wealth Management
Illinois
$1.15M +$1.15M +5,535 New
18 19
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