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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 %
BWA
801
Burt Wealth Advisors
Maryland
$2K 11 +11 New
BRWA
802
B. Riley Wealth Advisors
Florida
$1.55K 7,480 -871 -10%
CWM
803
Catamount Wealth Management
Connecticut
$1K 7 +7 New
AC
804
Allstate Corporation
Illinois
– – -615,000 Closed
PP
805
Pension Partners
New York
– – -147,312 Closed
AA
806
ALPS Advisors
Colorado
– – -120,025 Closed
BAM
807
Baring Asset Management
United Kingdom
– – -85,359 Closed
Credit Agricole
808
Credit Agricole
France
– – -47,703 Closed
APG Asset Management
809
APG Asset Management
Netherlands
– – -42,000 Closed
Allianz Asset Management
810
Allianz Asset Management
Germany
– – -31,941 Closed
BAM
811
Boyar Asset Management
New York
– – -16,226 Closed
JG
812
Jefferies Group
New York
– – -15,537 Closed
VOYA Investment Management
813
VOYA Investment Management
Georgia
– – -9,532 Closed
FWIA
814
Fort Washington Investment Advisors
Ohio
– – -8,384 Closed
TSWM
815
Triangle Securities Wealth Management
North Carolina
– – -4,575 Closed
VanEck Associates
816
VanEck Associates
New York
– – -3,412 Closed
LOCC
817
Lombard Odier & Cie (Canada)
Quebec, Canada
– – -2,900 Closed
PL
818
Plancorp LLC
Missouri
– – -2,514 Closed
RCM
819
Rotella Capital Management
Washington
– – -1,800 Closed
GF
820
Goodman Financial
Texas
– – -1,720 Closed
ATC
821
Argent Trust Company
Louisiana
– – -1,590 Closed
FBFS
822
First Business Financial Services
Wisconsin
– – -1,427 Closed
MBE
823
Michael B. Elefante
– – -1,398 Closed
HPC
824
HM Payson & Co
Maine
– – -1,100 Closed
WAS
825
Winch Advisory Services
Wisconsin
– – -477 Closed
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