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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 %
BOTW
526
Bank of the West
California
$929K +$66.6K +322 +8%
SAM
527
Summit Asset Management
Tennessee
$926K -$64.3K -311 -6%
JIR
528
James Investment Research
Ohio
$926K +$164K +795 +22%
SCA
529
Salient Capital Advisors
Texas
$922K +$182K +880 +25%
KA
530
Kovack Advisors
Florida
$921K +$71.3K +345 +8%
UR
531
USCA RIA
Texas
$921K +$71.6K +346 +8%
PIA
532
Peachtree Investment Advisors
Georgia
$887K +$184K +891 +26%
NPIT
533
National Penn Investors Trust
Pennsylvania
$885K +$3.11K +15 +0.4%
PC
534
Peavine Capital
Nevada
$871K +$23.4K +113 +3%
CA
535
Cambridge Advisors
Nebraska
$846K +$846K +4,088 New
RFS
536
Rockefeller Financial Services
New York
$844K +$282K +1,366 +50%
TCOV
537
Trust Company of Vermont
Vermont
$836K -$9.51K -46 -1%
EWM
538
Empirical Wealth Management
Washington
$829K +$216K +1,045 +35%
RG
539
Rathbones Group
United Kingdom
$814K – – –
TF
540
Tompkins Financial
New York
$811K +$129K +625 +19%
GIA
541
GHP Investment Advisors
Colorado
$803K +$2.69K +13 +0.3%
Two Sigma Advisers
542
Two Sigma Advisers
New York
$801K -$15.4M -74,230 -95%
PGFC
543
Peapack-Gladstone Financial Corp
New Jersey
$796K +$343K +1,657 +76%
LWM
544
Lyons Wealth Management
Florida
$796K -$645K -3,116 -45%
AC
545
Alexandria Capital
Virginia
$790K – – –
BHTS
546
Bar Harbor Trust Services
Maine
$785K – – –
NFG
547
Nadler Financial Group
Illinois
$779K – – –
PFM
548
Parsec Financial Management
North Carolina
$776K -$56.9K -275 -7%
PPCM
549
Pillar Pacific Capital Management
California
$761K +$2.07K +10 +0.3%
BSW
550
Buckingham Strategic Wealth
Missouri
$749K +$55.2K +267 +8%
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