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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 %
WA
551
WFG Advisors
Texas
$755K -$252K -1,212 -25%
CG
552
Cleary Gull
Wisconsin
$752K +$752K +3,620 New
AEPG
553
American Economic Planning Group
New Jersey
$751K +$403K +1,941 +116%
CFB
554
Cullen/Frost Bankers
Texas
$750K +$16.6K +80 +2%
GIA
555
GHP Investment Advisors
Colorado
$747K -$60.3K -290 -7%
PC
556
Peavine Capital
Nevada
$746K -$129K -619 -15%
MIH
557
Madison Investment Holdings
Wisconsin
$733K +$176K +849 +32%
SWM
558
SVA Wealth Management
Wisconsin
$732K -$7.69K -37 -1%
SCA
559
Stonebridge Capital Advisors
Minnesota
$732K +$62.4K +300 +9%
SCA
560
Salient Capital Advisors
Texas
$722K -$204K -982 -22%
SFSG
561
Stearns Financial Services Group
North Carolina
$711K +$3.33K +16 +0.5%
EK
562
Evensky & Katz
Florida
$709K +$161K +777 +29%
BSW
563
Buckingham Strategic Wealth
Missouri
$704K -$48.4K -233 -6%
EWA
564
Exencial Wealth Advisors
Oklahoma
$689K -$33.9K -160 -5%
TF
565
Tompkins Financial
New York
$685K -$130K -625 -16%
TNB
566
Thomasville National Bank
Georgia
$681K +$42.2K +203 +7%
WT
567
Washington Trust
Rhode Island
$680K +$251K +1,205 +58%
ZF
568
Zhang Financial
Michigan
$679K – – –
CCT
569
Country Club Trust
Missouri
$671K +$117K +563 +21%
KTC
570
Kistler-Tiffany Companies
Pennsylvania
$668K -$2.08K -10 -0.3%
W
571
Wealthquest
Ohio
$666K +$12.3K +59 +2%
CDIA
572
Capital Directions Investment Advisors
Georgia
$665K +$36.1K +171 +6%
LDB
573
Lee, Danner & Bass
Tennessee
$655K +$18.7K +90 +3%
CRC
574
Curi RMB Capital
Illinois
$654K +$36.1K +174 +6%
EB
575
Eastern Bank
Massachusetts
$652K +$24.1K +116 +4%
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