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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 %
BT
576
Beacon Trust
New Jersey
$613K +$613K +2,962 New
NES
577
New England Securities
New York
$605K +$128K +617 +27%
LOT
578
Lombard Odier Transatlantic
Quebec, Canada
$600K +$600K +2,900 New
FIG
579
Fusion Investment Group
Pennsylvania
$599K -$167K -808 -22%
KIA
580
KCM Investment Advisors
California
$596K +$60.8K +294 +11%
PG
581
Patten Group
Tennessee
$595K +$595K +2,877 New
DIA
582
Denver Investment Advisors
Colorado
$586K +$318K +1,536 +119%
KFS
583
Kurt F. Somerville
$578K +$289K +1,398 +100%
GHA
584
GW Henssler & Associates
Georgia
$578K +$578K +2,796 New
BCM
585
Brookmont Capital Management
Texas
$564K -$161K -776 -22%
CIM
586
Confluence Investment Management
Missouri
$562K +$562K +2,719 New
Thrivent Financial for Lutherans
587
Thrivent Financial for Lutherans
Minnesota
$556K +$71.1K +343 +15%
MIH
588
Madison Investment Holdings
Wisconsin
$554K +$101K +487 +22%
CCT
589
Country Club Trust
Missouri
$552K – – –
RWM
590
RKL Wealth Management
Pennsylvania
$552K +$5.59K +27 +1%
CCMH
591
Cornerstone Capital Management Holdings
New York
$549K -$4.52M -21,845 -89%
GP
592
Girard Partners
Pennsylvania
$546K – – –
BCA
593
Bray Capital Advisors
Florida
$546K +$546K +2,637 New
EK
594
Evensky & Katz
Florida
$545K -$238K -1,149 -30%
HL
595
HeadInvest LLC
Maine
$540K -$10.3K -50 -2%
CA
596
Cumberland Advisors
Florida
$530K +$126K +610 +31%
MHS
597
M Holdings Securities
Oregon
$529K +$56.5K +273 +12%
MCM
598
McRae Capital Management
New Jersey
$528K +$35.6K +172 +7%
PP
599
Patten & Patten
Tennessee
$528K +$142K +688 +37%
DDPIC
600
Deroy & Devereaux Private Investment Counsel
Michigan
$522K -$15.5K -75 -3%
22 23
24
25 26