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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
$2.54B
2
BlackRock
BlackRock
New York
$3.34B
3
AA
ALPS Advisors
Colorado
$191M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$324M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$372M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$449M
2
Bessemer Group
Bessemer Group
New Jersey
$262M
3
PPFA
Provida Pension Fund Administrator
Chile
$502M
4
SMM
Stadion Money Management
Georgia
$734M
5
GHF
Good Harbor Financial
Illinois
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBWV
701
United Bank (West Virginia)
West Virginia
$239K – – –
CW
702
Cabot-Wellington
Massachusetts
$238K – – –
1SB
703
1ST Source Bank
Indiana
$236K +$15.6K +75 +7%
HPIA
704
Hamilton Point Investment Advisors
North Carolina
$235K +$235K +1,130 New
AWA
705
ARS Wealth Advisors
Florida
$231K -$4.16K -20 -2%
WA
706
Winfield Associates
Ohio
$230K – – –
RFA
707
Reilly Financial Advisors
California
$229K +$34.7K +167 +18%
PAS
708
Partnervest Advisory Services
California
$227K -$165K -792 -42%
SHA
709
Smith Hayes Advisers
Nebraska
$227K +$25.5K +123 +13%
ERIM
710
Eagle Ridge Investment Management
Connecticut
$225K – – –
BC
711
Burney Company
Virginia
$221K +$221K +1,062 New
OI
712
Oakbrook Investments
Illinois
$218K -$96.5K -465 -31%
WGCA
713
Wolf Group Capital Advisors
Virginia
$217K -$86.4K -416 -28%
BA
714
BKS Advisors
Michigan
$217K +$217K +1,043 New
VWM
715
Valley Wealth Managers
New Jersey
$213K -$10.4K -50 -5%
CC
716
Callan Capital
California
$212K – – –
SGCA
717
Steel Grove Capital Advisors
Tennessee
$209K +$209K +1,007 New
EVM
718
Eaton Vance Management
Massachusetts
$208K -$196K -944 -48%
SWM
719
Segment Wealth Management
Texas
$208K -$95.7K -460 -32%
VFAM
720
Valley Forge Asset Management
Pennsylvania
$208K – – –
IAA
721
Ironsides Asset Advisors
North Carolina
$207K – – –
TD Asset Management
722
TD Asset Management
Ontario, Canada
$207K +$207K +978 New
AA
723
Apriem Advisors
California
$206K – – –
FNB
724
Farmers National Bank
Kentucky
$206K – – –
WPP
725
Whalerock Point Partners
Rhode Island
$205K – – –
27 28
29
30 31