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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
$1.32B
2
Bank of America
Bank of America
North Carolina
$2.04B
3
BlackRock
BlackRock
New York
$3.12B
4
QI
QS Investors
New York
$395M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$423M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$558M
2
HI
Horizon Investments
North Carolina
$2.62M
3
BG
BlackRock Group
United Kingdom
$212M
4
AC
Allstate Corporation
Illinois
$0
5
BOI
Bank of Italy
Italy
$815M
Name Holding Trade Value Shares
Change 		Shares
Change %
ABC
651
Associated Banc-Corp
Wisconsin
$370K -$9.72K -47 -3%
FDCC
652
Foster Dykema Cabot & Co
Massachusetts
$367K – – –
FPFS
653
First Personal Financial Services
North Carolina
$363K +$363K +1,755 New
LWCFA
654
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$362K -$51.7K -250 -13%
MC
655
Mathes Company
New York
$360K – – –
LRPA
656
L. Roy Papp & Associates
Arizona
$352K +$45.3K +219 +15%
FWSM
657
First Wilshire Securities Management
California
$352K +$352K +1,700 New
CK
658
Carnick & Kubik
Colorado
$351K -$24.2K -117 -6%
FFM
659
Fullerton Fund Management
Singapore
$349K +$349K +1,689 New
EP
660
Edgestream Partners
New Jersey
$348K -$326K -1,575 -48%
AEPG
661
American Economic Planning Group
New Jersey
$346K +$346K +1,674 New
HSA
662
HBK Sorce Advisory
Pennsylvania
$345K – – –
BG
663
Bahl & Gaynor
Ohio
$343K +$20.7K +100 +6%
SCM
664
Sterling Capital Management
North Carolina
$342K -$11.8K -57 -3%
WPC
665
White Pine Capital
Minnesota
$342K +$17.6K +85 +5%
FHC
666
First Heartland Consultants
Missouri
$336K +$8.89K +43 +3%
TSS
667
Two Sigma Securities
New York
$335K +$335K +1,617 New
SBH
668
Segall Bryant & Hamill
Illinois
$334K – – –
AF
669
Affiance Financial
Minnesota
$333K +$333K +1,611 New
HB
670
Homrich & Berg
Georgia
$332K +$22.1K +107 +7%
CMO
671
Covenant Multifamily Offices
Texas
$331K – – –
CCG
672
Cypress Capital Group
Florida
$331K – – –
BO
673
Bank OZK
Arkansas
$329K -$7.67K -37 -2%
BC
674
Barnett & Company
Tennessee
$325K +$27.8K +134 +9%
Carson Wealth (CWM LLC)
675
Carson Wealth (CWM LLC)
Nebraska
$320K -$462K -2,230 -59%
25 26
27
28 29