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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 %
FIM
476
Frontier Investment Management
Texas
$1.32M +$1.32M +6,291 New
BRWA
477
B. Riley Wealth Advisors
Florida
$1.32M -$239K -1,151 -15%
CCT
478
Chemung Canal Trust
New York
$1.3M -$266K -1,279 -17%
Connor, Clark & Lunn Investment Management (CC&L)
479
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.3M – – –
IAS
480
IMA Advisory Services
Colorado
$1.3M – – –
BPBT
481
Boston Private Bank & Trust
Massachusetts
$1.29M -$1.04K -5 -0.1%
MCM
482
MV Capital Management
Maryland
$1.28M -$281K -1,350 -18%
GF
483
Goodman Financial
Texas
$1.23M +$1.23M +5,892 New
JPTCCM
484
J.P. Turner & Co Capital Management
Georgia
$1.22M -$28.6K -138 -2%
SWP
485
Stratos Wealth Partners
Ohio
$1.19M -$542K -2,605 -31%
AB
486
Amalgamated Bank
New York
$1.19M +$738K +3,550 +164%
MPI
487
Mairs & Power Inc
Minnesota
$1.18M -$208 -1 -0%
PFM
488
PacWest Financial Management
Arizona
$1.18M +$678K +3,265 +135%
CAM
489
Concorde Asset Management
Michigan
$1.17M -$449K -2,157 -28%
KL
490
KWMG LLC
Kansas
$1.17M +$14.9K +70 +1%
B
491
Bailard
California
$1.16M -$6.38M -30,680 -85%
AMM
492
American Money Management
California
$1.16M +$151K +728 +15%
NAM
493
NTV Asset Management
West Virginia
$1.15M +$208 +1 +0%
TRCT
494
Tower Research Capital (TRC)
New York
$1.14M -$7.58M -36,487 -87%
PFBT
495
Parkside Financial Bank & Trust
Missouri
$1.13M -$35.3K -170 -3%
RhumbLine Advisers
496
RhumbLine Advisers
Massachusetts
$1.12M +$1.12M +5,400 New
Neuberger Berman Group
497
Neuberger Berman Group
New York
$1.12M -$356K -1,711 -24%
JIC
498
Joel Isaacson & Co
New York
$1.12M +$104K +500 +10%
First Manhattan
499
First Manhattan
New York
$1.11M -$83.1K -400 -7%
MM
500
Meridian Management
Arkansas
$1.11M -$62.3K -300 -5%
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