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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 %
NRS
626
Neville Rodie & Shaw
New York
$427K +$19.2K +93 +5%
WT
627
Washington Trust
Rhode Island
$427K +$54.6K +264 +15%
CCM
628
Carlson Capital Management
Minnesota
$419K – – –
PA
629
Parkside Advisors
California
$419K +$13.7K +66 +3%
GHAM
630
Gilman Hill Asset Management
Connecticut
$414K +$414K +2,000 New
CCG
631
Chatham Capital Group
Georgia
$409K -$104K -500 -20%
EVM
632
Eaton Vance Management
Massachusetts
$403K -$67.3K -325 -14%
BP
633
BBR Partners
New York
$398K – – –
OA
634
Outfitter Advisors
Virginia
$396K – – –
PFP
635
Pinnacle Financial Partners
Tennessee
$392K +$149K +721 +61%
CPIG
636
Chicago Partners Investment Group
Illinois
$392K +$392K +1,896 New
CSIA
637
Charles Schwab Investment Advisory
California
$390K +$390K +1,887 New
PAS
638
Partnervest Advisory Services
California
$389K -$105K -508 -21%
BFEC
639
Benjamin F. Edwards & Company
Missouri
$389K +$140K +677 +56%
WS
640
Wedbush Securities
California
$388K +$388K +1,876 New
FWCM
641
First Western Capital Management
California
$386K – – –
BRWM
642
B. Riley Wealth Management
Tennessee
$386K +$413 +2 +0.1%
FWP
643
FAS Wealth Partners
Kansas
$385K +$5.79K +28 +2%
ST
644
Sabal Trust
Florida
$383K +$383K +1,850 New
CMP
645
Courage Miller Partners
Virginia
$382K -$3.93K -19 -1%
PWW
646
Pettyjohn Wood & White
Virginia
$382K – – –
GIA
647
Guyasuta Investment Advisors
Pennsylvania
$381K -$5.17K -25 -1%
FAAM
648
First Allied Asset Management
California
$377K -$642K -3,110 -63%
RT
649
Rockland Trust
Massachusetts
$374K +$374K +1,806 New
FFSOTS
650
Fiduciary Financial Services of The Southwest
Texas
$373K +$18.6K +90 +5%
24 25
26
27 28