IVV icon

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 %
CMP
526
Courage Miller Partners
Virginia
$947K +$564K +2,713 +147%
Susquehanna International Group
527
Susquehanna International Group
Pennsylvania
$940K -$6.27M -30,140 -87%
ACP
528
Aviance Capital Partners
Florida
$939K +$2.7K +13 +0.3%
BAS
529
Brown Advisory Securities
Maryland
$932K -$6.24K -30 -0.7%
SAM
530
Summit Asset Management
Tennessee
$930K +$208 +1 +0%
Two Sigma Advisers
531
Two Sigma Advisers
New York
$914K +$110K +530 +14%
FPFS
532
First Personal Financial Services
North Carolina
$913K +$548K +2,634 +150%
PL
533
Parthenon LLC
Kentucky
$905K +$175K +842 +24%
BCM
534
Brookmont Capital Management
Texas
$891K +$325K +1,563 +57%
NPIT
535
National Penn Investors Trust
Pennsylvania
$865K -$24.3K -117 -3%
IC
536
Iconiq Capital
California
$863K +$863K +4,151 New
PFO
537
Pathstone Family Office
New Jersey
$861K -$125K -600 -13%
PFM
538
Parsec Financial Management
North Carolina
$826K +$46.5K +224 +6%
SIM
539
Sigma Investment Management
Oregon
$818K -$724K -3,481 -47%
RG
540
Rathbones Group
United Kingdom
$818K – – –
PPCM
541
Pillar Pacific Capital Management
California
$807K +$42.6K +205 +6%
KA
542
Kovack Advisors
Florida
$795K -$130K -628 -14%
AWS
543
Aris Wealth Services
Pennsylvania
$791K +$95.6K +460 +14%
FPCG
544
Fort Pitt Capital Group
Pennsylvania
$789K +$316K +1,519 +67%
AC
545
Alexandria Capital
Virginia
$787K -$7.28K -35 -0.9%
BHTS
546
Bar Harbor Trust Services
Maine
$785K -$4.16K -20 -0.5%
NFG
547
Nadler Financial Group
Illinois
$783K – – –
SNT
548
Security National Trust
West Virginia
$779K +$44.1K +212 +6%
FIG
549
Fusion Investment Group
Pennsylvania
$771K +$169K +814 +28%
JIR
550
James Investment Research
Ohio
$766K -$165K -795 -18%
20 21
22
23 24