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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 %
CAM
676
Carret Asset Management
New York
$300K -$10.4K -50 -3%
WF
677
Welch & Forbes
Massachusetts
$300K – – –
JIC
678
JRM Investment Counsel
Nebraska
$297K – – –
TCM
679
Traynor Capital Management
Pennsylvania
$293K +$293K +1,412 New
CNBT
680
Canandaigua National Bank & Trust
New York
$291K +$26.8K +129 +10%
PA
681
Paracle Advisors
Washington
$288K – – –
SFI
682
SPC Financial Inc
Maryland
$286K +$286K +1,375 New
FLPIM
683
F.L. Putnam Investment Management
Massachusetts
$285K -$3.75K -18 -1%
BBA
684
BLB&B Advisors
Pennsylvania
$281K +$1.66K +8 +0.6%
ClearBridge Investments
685
ClearBridge Investments
New York
$278K -$5.91M -28,493 -96%
AIM
686
Aspen Investment Management
Michigan
$276K – – –
MMG
687
Monetary Management Group
Missouri
$275K – – –
BPB
688
Badgley, Phelps & Bell
Washington
$267K -$2.84M -13,664 -91%
VWM
689
Vector Wealth Management
Minnesota
$266K -$22.3K -107 -8%
LIC
690
Lodestar Investment Counsel
Illinois
$256K +$256K +1,230 New
BC
691
Barnett & Company
Tennessee
$255K -$70.5K -340 -22%
MM
692
Main Management
California
$253K – – –
AC
693
AFAM Capital
Texas
$253K +$253K +1,217 New
BCM
694
Birmingham Capital Management
Alabama
$249K – – –
BFA
695
Bragg Financial Advisors
North Carolina
$248K – – –
BFO
696
Boston Family Office
Massachusetts
$245K – – –
EWM
697
Endurance Wealth Management
Rhode Island
$245K +$31.8K +153 +15%
TCOT
698
Trust Company of Toledo
Ohio
$243K – – –
KWMG
699
King Wealth Management Group
Florida
$243K +$243K +1,169 New
KPCM
700
Kings Point Capital Management
New York
$240K -$8.74K -42 -4%
26 27
28
29 30