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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 %
CBT
751
Central Bank & Trust
Kentucky
$138K 666 -990 -60%
MCM
752
Manchester Capital Management
Vermont
$134K 648 – –
SFFS
753
Stonehage Fleming Financial Services
Jersey
$133K 644 +644 New
QAM
754
QCI Asset Management
New York
$129K 623 +178 +40%
WA
755
Waverly Advisors
Alabama
$128K 617 -78 -11%
CFA
756
CT Financial Advisors
Pennsylvania
$124K 598 +598 New
MAS
757
Madden Advisory Services
Florida
$102K 495 +342 +224%
FANJ
758
Financial Architects (New Jersey)
New Jersey
$101K 486 – –
WC
759
Whitnell & Co
Illinois
$100K 483 – –
FHA
760
First Horizon Advisors
Tennessee
$96K 462 -36 -7%
TCM
761
TD Capital Management
Tennessee
$89K 429 -43 -9%
CAW
762
Cornerstone Advisors (Washington)
Washington
$86K 415 – –
IPC
763
Independent Portfolio Consultants
Florida
$76K 365 +20 +6%
SAM
764
Solaris Asset Management
New York
$75K 362 -470 -56%
WA
765
WestEnd Advisors
North Carolina
$74.7K 361 +361 New
1832 Asset Management
766
1832 Asset Management
Ontario, Canada
$72K 350 – –
NG
767
NatWest Group
United Kingdom
$62.7K 303,173 +1,308 +0.4%
VCM
768
Vigilant Capital Management
Maine
$62K 300 – –
AA
769
AlphaMark Advisors
Kentucky
$52K 250 -150 -38%
HDIM
770
Hanson & Doremus Investment Management
Vermont
$52K 250 – –
UOTTAIMCU
771
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$49K 239 +239 New
PVH
772
Psagot Value Holdings
Israel
$40K 191 +20 +12%
EMA
773
Efficient Market Advisors
California
$33K 160 -5 -3%
CAL
774
Capital Advisors Ltd
Ohio
$32K 154 – –
LWA
775
Lenox Wealth Advisors
New York
$30K 145 – –
29 30
31
32 33