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 %
CD
576
Carl Domino
Florida
$646K – – –
CBN
577
Cadence Bank NA
Texas
$637K -$10.2K -49 -2%
RBC
578
Roble Belko & Company
Pennsylvania
$632K +$632K +3,042 New
LWM
579
Lyons Wealth Management
Florida
$629K -$167K -806 -21%
TTWM
580
TCV Trust & Wealth Management
Virginia
$624K – – –
GAM
581
Gemmer Asset Management
California
$623K -$795K -3,821 -56%
KIA
582
KCM Investment Advisors
California
$621K +$22.2K +107 +4%
BT
583
Beacon Trust
New Jersey
$616K – – –
DIA
584
Denver Investment Advisors
Colorado
$609K +$20.8K +100 +4%
SHJ
585
Sharkey, Howes & Javer
Colorado
$605K +$605K +2,911 New
LOT
586
Lombard Odier Transatlantic
Quebec, Canada
$602K – – –
SIA
587
Starfire Investment Advisers
Michigan
$597K +$597K +2,873 New
PG
588
Patten Group
Tennessee
$597K – – –
KP
589
Keel Point
Alabama
$597K +$597K +2,874 New
GHA
590
GW Henssler & Associates
Georgia
$593K +$11.6K +56 +2%
HCM
591
HM Capital Management
Missouri
$592K +$99.6K +479 +20%
KFS
592
Kurt F. Somerville
$581K – – –
MCM
593
McRae Capital Management
New Jersey
$562K +$31.8K +153 +6%
SI
594
Stephens Inc
Arkansas
$557K +$277K +1,333 +99%
RWM
595
RKL Wealth Management
Pennsylvania
$556K +$1.66K +8 +0.3%
GP
596
Girard Partners
Pennsylvania
$548K – – –
JFGIW
597
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$545K -$125K -600 -19%
Thrivent Financial for Lutherans
598
Thrivent Financial for Lutherans
Minnesota
$545K -$16.8K -80 -3%
HL
599
HeadInvest LLC
Maine
$542K – – –
S
600
SignatureFD
Georgia
$534K +$89.3K +430 +20%
22 23
24
25 26