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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 %
HCM
676
Harvey Capital Management
Florida
$320K – – –
CIC
677
Cornercap Investment Counsel
Georgia
$318K -$51.7K -250 -14%
CCT
678
Capital City Trust
Florida
$318K – – –
OI
679
Oakbrook Investments
Illinois
$313K +$34.1K +165 +12%
MCM
680
Maple Capital Management
Vermont
$310K – – –
Fayez Sarofim & Co
681
Fayez Sarofim & Co
Texas
$310K – – –
KPA
682
Keel Point Advisors
Virginia
$310K +$310K +1,499 New
FBA
683
Front Barnett Associates
Illinois
$309K -$13.4K -65 -4%
CAM
684
Carret Asset Management
New York
$309K – – –
ST
685
Smithfield Trust
Pennsylvania
$304K +$4.55K +22 +2%
WGCA
686
Wolf Group Capital Advisors
Virginia
$302K -$73.4K -355 -20%
SWM
687
Segment Wealth Management
Texas
$302K -$3.72K -18 -1%
MLL
688
Moody Lynn & Lieberson
Massachusetts
$301K – – –
WF
689
Welch & Forbes
Massachusetts
$299K -$5.38K -26 -2%
FM
690
Forward Management
California
$297K +$153K +741 +107%
FCB
691
First Citizens Bancorporation
South Carolina
$296K +$16.6K +80 +6%
JIC
692
JRM Investment Counsel
Nebraska
$296K +$296K +1,430 New
BHBT
693
Burke & Herbert Bank & Trust
Virginia
$295K -$29K -140 -9%
CASB
694
Cape Ann Savings Bank
Massachusetts
$291K – – –
FLPIM
695
F.L. Putnam Investment Management
Massachusetts
$287K -$5.17K -25 -2%
PA
696
Paracle Advisors
Washington
$287K -$2.69K -13 -0.9%
VWM
697
Vector Wealth Management
Minnesota
$287K +$414 +2 +0.1%
BBA
698
BLB&B Advisors
Pennsylvania
$278K – – –
SI
699
Stephens Inc
Arkansas
$278K +$20.2K +98 +8%
VCP
700
Vista Capital Partners
Oregon
$278K +$278K +1,346 New
26 27
28
29 30