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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 %
SWM
551
SVA Wealth Management
Wisconsin
$737K +$5.38K +26 +0.7%
SNT
552
Security National Trust
West Virginia
$731K -$10.3K -50 -1%
CFB
553
Cullen/Frost Bankers
Texas
$730K +$249K +1,204 +52%
PL
554
Parthenon LLC
Kentucky
$727K +$727K +3,512 New
SFSG
555
Stearns Financial Services Group
North Carolina
$704K +$2.9K +14 +0.4%
EWA
556
Exencial Wealth Advisors
Oklahoma
$702K – – –
AWS
557
Aris Wealth Services
Pennsylvania
$693K +$72.7K +351 +12%
ATC
558
Argent Trust Co
Tennessee
$692K +$692K +3,347 New
MOACM
559
Mutual of America Capital Management
New York
$677K +$621K +3,001 +1,116%
ZF
560
Zhang Financial
Michigan
$676K – – –
KTC
561
Kistler-Tiffany Companies
Pennsylvania
$667K -$9.32K -45 -1%
SCA
562
Stonebridge Capital Advisors
Minnesota
$667K – – –
JFGIW
563
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$666K +$254K +1,230 +62%
W
564
Wealthquest
Ohio
$650K +$650K +3,144 New
CBN
565
Cadence Bank NA
Texas
$644K -$52.1K -252 -7%
CD
566
Carl Domino
Florida
$643K +$77.8K +376 +14%
FGP
567
Foyston, Gordon, & Payne
Ontario, Canada
$641K – – –
RCYC
568
Richard C. Young & Co
Rhode Island
$641K +$641K +3,100 New
TNB
569
Thomasville National Bank
Georgia
$636K +$94.8K +458 +18%
LDB
570
Lee, Danner & Bass
Tennessee
$633K +$255K +1,235 +68%
AT
571
Arden Trust
Delaware
$627K +$69.3K +335 +12%
EB
572
Eastern Bank
Massachusetts
$625K +$207K +1,000 +49%
TTWM
573
TCV Trust & Wealth Management
Virginia
$621K +$621K +3,003 New
CDIA
574
Capital Directions Investment Advisors
Georgia
$618K +$51.9K +250 +9%
CRC
575
Curi RMB Capital
Illinois
$615K – – –
21 22
23
24 25