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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 %
RP
626
Riverbridge Partners
Minnesota
$444K -$4.56M -21,937 -91%
VHAM
627
Van Hulzen Asset Management
California
$435K – – –
EWM
628
Empirical Wealth Management
Washington
$431K -$402K -1,933 -48%
WPC
629
White Pine Capital
Minnesota
$424K +$81K +390 +24%
CCM
630
Carlson Capital Management
Minnesota
$417K -$3.95K -19 -0.9%
CIS
631
Connors Investor Services
Pennsylvania
$414K +$414K +1,993 New
RFS
632
Rockefeller Financial Services
New York
$408K -$441K -2,120 -52%
EP
633
Edgestream Partners
New Jersey
$408K +$58.4K +281 +17%
NRS
634
Neville Rodie & Shaw
New York
$401K -$28.1K -135 -7%
OA
635
Outfitter Advisors
Virginia
$398K – – –
FWP
636
FAS Wealth Partners
Kansas
$398K +$11.4K +55 +3%
FWSM
637
First Wilshire Securities Management
California
$395K +$41.6K +200 +12%
PFP
638
Pinnacle Financial Partners
Tennessee
$394K – – –
FFSOTS
639
Fiduciary Financial Services of The Southwest
Texas
$393K +$18.3K +88 +5%
BFEC
640
Benjamin F. Edwards & Company
Missouri
$390K – – –
BRWM
641
B. Riley Wealth Management
Tennessee
$389K +$416 +2 +0.1%
FWCM
642
First Western Capital Management
California
$387K – – –
BB
643
Busey Bank
Illinois
$386K +$386K +1,857 New
FAAM
644
First Allied Asset Management
California
$385K +$6.02K +29 +2%
CG
645
Colony Group
Massachusetts
$384K -$1.23M -5,905 -76%
PWW
646
Pettyjohn Wood & White
Virginia
$384K – – –
GIA
647
Guyasuta Investment Advisors
Pennsylvania
$375K -$7.9K -38 -2%
ABC
648
Associated Banc-Corp
Wisconsin
$372K – – –
BO
649
Bank OZK
Arkansas
$365K +$34.7K +167 +11%
MC
650
Mathes Company
New York
$361K – – –
24 25
26
27 28