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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 %
Victory Capital Management
601
Victory Capital Management
Texas
$515K +$515K +2,489 New
WCM
602
Windsor Capital Management
Arizona
$513K +$513K +2,481 New
DWA
603
Douglass Winthrop Advisors
New York
$511K +$511K +2,469 New
PIM
604
Provident Investment Management
Michigan
$507K +$507K +2,450 New
EWM
605
Evermay Wealth Management
Virginia
$504K – – –
PFM
606
PacWest Financial Management
Arizona
$499K +$499K +2,410 New
SFM
607
Signature Financial Management
Virginia
$498K – – –
BFC
608
Blue Fin Capital
Rhode Island
$498K – – –
HCM
609
HM Capital Management
Missouri
$492K -$10.6K -51 -2%
BAM
610
Barrett Asset Management
New York
$487K +$203K +979 +71%
AWM
611
Affinity Wealth Management
Delaware
$482K +$482K +2,333 New
FBNAT
612
FirstMerit Bank N.A. Trustee
Ohio
$477K +$12.8K +62 +3%
WJA
613
Williams Jones & Associates
New York
$476K +$476K +2,300 New
TH
614
TCTC Holdings
Texas
$473K – – –
FPCG
615
Fort Pitt Capital Group
Pennsylvania
$471K +$621 +3 +0.1%
VC
616
Vestor Capital
Illinois
$470K +$470K +2,271 New
KIG
617
Kovitz Investment Group
Illinois
$463K +$463K +2,239 New
MNBTD
618
Moody National Bank Trust Division
Texas
$458K +$458K +2,216 New
VCM
619
Violich Capital Management
California
$456K +$41.3K +200 +10%
EIA
620
Edgemoor Investment Advisors
Maryland
$449K +$212K +1,024 +89%
AB
621
Amalgamated Bank
New York
$447K -$118K -570 -21%
MA
622
MCF Advisors
Kentucky
$447K – – –
S
623
SignatureFD
Georgia
$443K -$220K -1,065 -33%
CFA
624
Capstone Financial Advisors
Illinois
$433K – – –
VHAM
625
Van Hulzen Asset Management
California
$433K +$433K +2,093 New
23 24
25
26 27