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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.

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
1
Royal Bank of Canada
Ontario, Canada
$1.32B
2
Bank of America
2
Bank of America
North Carolina
$2.04B
3
BlackRock
3
BlackRock
New York
$3.12B
4
QI
4
QS Investors
New York
$395M
5
UBS Group
5
UBS Group
Switzerland
$371M

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$558M
2
HI
2
Horizon Investments
North Carolina
$2.62M
3
BG
3
BlackRock Group
United Kingdom
$212M
4
AC
4
Allstate Corporation
Illinois
$0
5
BOI
5
Bank of Italy
Italy
$815M
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
726
Endurance Wealth Management
Rhode Island
$212K 1,026 -381 -27%
W
727
Wealthfront
California
$212K 1,023 +1,023 New
CC
728
Callan Capital
California
$211K 1,020 – –
MG
729
Mather Group
Illinois
$211K 1,020 +1,020 New
WEC
730
Winslow Evans & Crocker
Massachusetts
$209K 1,010 +40 +4%
VFAM
731
Valley Forge Asset Management
Pennsylvania
$207K 1,000 -559 -36%
IAA
732
Ironsides Asset Advisors
North Carolina
$206K 995 +995 New
STMM
733
South Texas Money Management
Texas
$205K 991 -24 -2%
Calamos Advisors
734
Calamos Advisors
Illinois
$205K 990 +990 New
FNB
735
Farmers National Bank
Kentucky
$205K 993 +993 New
AA
736
Apriem Advisors
California
$205K 993 +993 New
WPP
737
Whalerock Point Partners
Rhode Island
$204K 990 +990 New
PO
738
Private Ocean
California
$201K 971 -256 -21%
SHA
739
Smith Hayes Advisers
Nebraska
$201K 970 -214 -18%
HRIA
740
Haberer Registered Investment Advisor
Ohio
$200K 965 -240 -20%
RFA
741
Reilly Financial Advisors
California
$194K 936 +155 +20%
Parallax Volatility Advisers
742
Parallax Volatility Advisers
California
$179K 864 +864 New
AWM
743
Avior Wealth Management
Nebraska
$177K 857 +304 +55%
Manulife (Manufacturers Life Insurance)
744
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$171K 826,848 +298,896 +57%
JWA
745
JFS Wealth Advisors
Pennsylvania
$169K 818 +8 +1%
NC
746
NewSquare Capital
Pennsylvania
$166K 800 -5 -0.6%
Toronto Dominion Bank
747
Toronto Dominion Bank
Ontario, Canada
$165K 800 – –
RAM
748
Riggs Asset Management
Pennsylvania
$159K 767 – –
CCM
749
CWH Capital Management
Washington
$144K 694 +694 New
ANBT
750
American National Bank & Trust
Texas
$143K 692 -16 -2%
28 29
30
31 32