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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 %
AIM
701
Aspen Investment Management
Michigan
$274K -$10.3K -50 -4%
MMG
702
Monetary Management Group
Missouri
$274K +$274K +1,325 New
KCM
703
Kornitzer Capital Management
Kansas
$264K +$264K +1,278 New
CNBT
704
Canandaigua National Bank & Trust
New York
$263K – – –
MM
705
Main Management
California
$252K – – –
RCG
706
Ruggie Capital Group
Florida
$250K +$250K +1,229 New
RP
707
Reinhart Partners
Wisconsin
$249K +$249K +1,205 New
BCM
708
Birmingham Capital Management
Alabama
$248K – – –
KPCM
709
Kings Point Capital Management
New York
$247K -$147K -712 -37%
BFA
710
Bragg Financial Advisors
North Carolina
$247K – – –
BFO
711
Boston Family Office
Massachusetts
$244K – – –
TCOT
712
Trust Company of Toledo
Ohio
$242K – – –
FFA
713
First Foundation Advisors
California
$241K +$241K +1,166 New
UBWV
714
United Bank (West Virginia)
West Virginia
$238K +$238K +1,149 New
CW
715
Cabot-Wellington
Massachusetts
$237K – – –
AIM
716
Advantage Investment Management
Iowa
$235K +$235K +1,135 New
AWA
717
ARS Wealth Advisors
Florida
$234K +$234K +1,130 New
WA
718
Winfield Associates
Ohio
$229K – – –
Federated Hermes
719
Federated Hermes
Pennsylvania
$228K +$228K +1,100 New
ERIM
720
Eagle Ridge Investment Management
Connecticut
$224K – – –
VWM
721
Valley Wealth Managers
New Jersey
$222K +$222K +1,075 New
IFS
722
Ifrah Financial Services
Arkansas
$219K -$39.6K -192 -15%
FWM
723
Frontier Wealth Management
Missouri
$219K +$219K +1,059 New
1SB
724
1ST Source Bank
Indiana
$219K +$219K +1,060 New
ECM
725
Exchange Capital Management
Michigan
$217K -$118K -569 -35%
27 28
29
30 31