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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
651
Reinhart Partners
Wisconsin
$359K +$109K +522 +43%
FDCC
652
Foster Dykema Cabot & Co
Massachusetts
$358K -$10.4K -50 -3%
FHC
653
First Heartland Consultants
Missouri
$353K +$14.8K +71 +4%
CPIG
654
Chicago Partners Investment Group
Illinois
$350K -$42.2K -204 -11%
BG
655
Bahl & Gaynor
Ohio
$346K +$2.08K +10 +0.6%
HSA
656
HBK Sorce Advisory
Pennsylvania
$344K -$2.5K -12 -0.7%
BHBT
657
Burke & Herbert Bank & Trust
Virginia
$341K +$44.7K +215 +15%
HCM
658
Horan Capital Management
Maryland
$336K +$336K +1,619 New
SCM
659
Sterling Capital Management
North Carolina
$335K -$7.89K -38 -2%
AF
660
Affiance Financial
Minnesota
$335K – – –
CMO
661
Covenant Multifamily Offices
Texas
$333K – – –
CCG
662
Cypress Capital Group
Florida
$331K -$2.08K -10 -0.6%
RT
663
Rockland Trust
Massachusetts
$330K -$45.1K -217 -12%
PA
664
Parkside Advisors
California
$324K -$97.1K -467 -23%
CIC
665
Cornercap Investment Counsel
Georgia
$320K – – –
CCT
666
Capital City Trust
Florida
$319K – – –
CASB
667
Cape Ann Savings Bank
Massachusetts
$318K +$26K +125 +9%
Fayez Sarofim & Co
668
Fayez Sarofim & Co
Texas
$312K – – –
MCM
669
Maple Capital Management
Vermont
$312K – – –
HCM
670
Harvey Capital Management
Florida
$311K -$10.4K -50 -3%
FBA
671
Front Barnett Associates
Illinois
$311K – – –
CCG
672
Chatham Capital Group
Georgia
$307K -$104K -500 -25%
RA
673
RFG Advisory
Alabama
$306K +$306K +1,456 New
ST
674
Smithfield Trust
Pennsylvania
$302K -$3.53K -17 -1%
MLL
675
Moody Lynn & Lieberson
Massachusetts
$302K – – –
25 26
27
28 29