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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 %
NAM
501
NTV Asset Management
West Virginia
$1.14M +$413 +2 +0%
PAM
502
Peak Asset Management
Colorado
$1.13M +$1.13M +5,470 New
KL
503
KWMG LLC
Kansas
$1.11M +$1.11M +5,399 New
AMG
504
Asset Management Group
Connecticut
$1.11M +$5.17K +25 +0.5%
LA
505
LVW Advisors
New York
$1.1M +$1.1M +5,333 New
RC
506
RegentAtlantic Capital
New Jersey
$1.09M +$119K +574 +12%
SWK
507
Stephen W. Kidder
$1.08M – – –
EAM
508
Evanson Asset Management
California
$1.08M -$114K -549 -10%
RJT
509
Raymond James Trust
Florida
$1.07M +$25K +121 +2%
BRM
510
Boston Research & Management
Massachusetts
$1.06M +$755K +3,650 +246%
CLOS
511
Compagnie Lombard Odier SCmA
Switzerland
$1.02M +$465K +2,249 +85%
ALA
512
Atherton Lane Advisers
California
$1.02M +$12.2K +59 +1%
FF
513
Friedenthal Financial
New Jersey
$1.01M -$7.24M -34,992 -88%
WB
514
WesBanco Bank
West Virginia
$1.01M -$2.07K -10 -0.2%
JIC
515
Joel Isaacson & Co
New York
$1.01M -$13.4K -65 -1%
HTC
516
Haverford Trust Company
Pennsylvania
$1.01M +$615K +2,972 +156%
WA
517
WFG Advisors
Texas
$1M -$136K -656 -12%
AMM
518
American Money Management
California
$1M +$31.6K +153 +3%
CCM
519
Coldstream Capital Management
Washington
$999K -$9.72K -47 -1%
PFO
520
Pathstone Family Office
New Jersey
$981K -$181K -873 -16%
HIM
521
Hanlon Investment Management
New Jersey
$955K +$955K +4,616 New
PMG
522
ProVise Management Group
Florida
$951K -$68.5K -331 -7%
KWILP
523
Kiwi Wealth Investments Limited Partnership
New Zealand
$946K – – –
BAS
524
Brown Advisory Securities
Maryland
$934K +$6.21K +30 +0.7%
ACP
525
Aviance Capital Partners
Florida
$932K +$81.7K +395 +10%
19 20
21
22 23