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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 %
CCM
501
Coe Capital Management
Illinois
$1.09M -$177K -851 -14%
SWK
502
Stephen W. Kidder
$1.09M – – –
AMG
503
Asset Management Group
Connecticut
$1.07M -$46.3K -223 -4%
PGFC
504
Peapack-Gladstone Financial Corp
New Jersey
$1.06M +$258K +1,239 +32%
BOTW
505
Bank of the West
California
$1.05M +$117K +564 +13%
DPI
506
Diversified Portfolios Inc
Michigan
$1.04M -$225K -1,083 -18%
GLA
507
Great Lakes Advisors
Illinois
$1.03M -$174K -839 -15%
FF
508
Friedenthal Financial
New Jersey
$1.02M – – –
CLOS
509
Compagnie Lombard Odier SCmA
Switzerland
$1.02M – – –
CA
510
Cambridge Advisors
Nebraska
$1.02M +$613K +6,197 +152%
WB
511
WesBanco Bank
West Virginia
$1.01M – – –
CCM
512
Coldstream Capital Management
Washington
$1.01M +$2.91K +14 +0.3%
GHAM
513
Gilman Hill Asset Management
Connecticut
$999K +$584K +2,809 +140%
ALA
514
Atherton Lane Advisers
California
$996K -$23.9K -115 -2%
UR
515
USCA RIA
Texas
$982K +$57K +274 +6%
RC
516
RegentAtlantic Capital
New Jersey
$972K +$68.5K +399 +8%
CNC
517
Citizens & Northern Corp
Pennsylvania
$969K -$229K -1,104 -19%
HIM
518
Hanlon Investment Management
New Jersey
$961K +$1.87K +9 +0.2%
CL
519
CIM LLC
New York
$959K -$3.94M -18,945 -80%
BBPWM
520
Blue Bell Private Wealth Management
Pennsylvania
$957K -$218K -1,050 -19%
MOACM
521
Mutual of America Capital Management
New York
$957K +$277K +1,335 +41%
BRM
522
Boston Research & Management
Massachusetts
$954K -$112K -541 -11%
TCOV
523
Trust Company of Vermont
Vermont
$953K +$113K +544 +13%
KWILP
524
Kiwi Wealth Investments Limited Partnership
New Zealand
$950K – – –
BCA
525
Bray Capital Advisors
Florida
$950K +$402K +1,932 +73%
19 20
21
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