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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
1
Bank of America
North Carolina
$2.54B
2
BlackRock
2
BlackRock
New York
$3.34B
3
AA
3
ALPS Advisors
Colorado
$191M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$324M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$372M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$449M
2
Bessemer Group
2
Bessemer Group
New Jersey
$262M
3
PPFA
3
Provida Pension Fund Administrator
Chile
$502M
4
SMM
4
Stadion Money Management
Georgia
$734M
5
GHF
5
Good Harbor Financial
Illinois
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
801
Argent Capital Management
Missouri
– -$5.23M -25,274 Closed
CCMG
802
Clark Capital Management Group
Pennsylvania
– -$4.78M -23,122 Closed
Ninety One (UK)
803
Ninety One (UK)
United Kingdom
– -$4.39M -21,200 Closed
LCOV
804
London Company of Virginia
Virginia
– -$4.17M -20,174 Closed
WOA
805
Water Oak Advisors
Florida
– -$2.44M -11,795 Closed
PAM
806
Premier Asset Management
Illinois
– -$1.87M -9,050 Closed
Sumitomo Mitsui Trust Group
807
Sumitomo Mitsui Trust Group
Japan
– -$1.82M -8,717 Closed
BCAM
808
Boston Common Asset Management
Massachusetts
– -$1.64M -7,920 Closed
EAMA
809
EFG Asset Management (Americas)
Florida
– -$1.53M -7,352 Closed
HC
810
HHG & Company
Connecticut
– -$1.38M -6,676 Closed
MIAN
811
Mariner Independent Advisor Network
Kansas
– -$1.33M -6,444 Closed
BII
812
Bainco International Investors
Massachusetts
– -$1.29M -6,210 Closed
CWM
813
Calamos Wealth Management
Illinois
– -$1.15M -5,535 Closed
FGP
814
Foyston, Gordon, & Payne
Ontario, Canada
– -$641K -3,100 Closed
RCYC
815
Richard C. Young & Co
Rhode Island
– -$641K -3,100 Closed
AT
816
Arden Trust
Delaware
– -$627K -3,030 Closed
CIM
817
Confluence Investment Management
Missouri
– -$562K -2,719 Closed
CA
818
Cumberland Advisors
Florida
– -$530K -2,560 Closed
DDPIC
819
Deroy & Devereaux Private Investment Counsel
Michigan
– -$522K -2,525 Closed
Victory Capital Management
820
Victory Capital Management
Texas
– -$515K -2,489 Closed
MNBTD
821
Moody National Bank Trust Division
Texas
– -$458K -2,216 Closed
BP
822
BBR Partners
New York
– -$398K -1,925 Closed
CSIA
823
Charles Schwab Investment Advisory
California
– -$390K -1,887 Closed
WS
824
Wedbush Securities
California
– -$388K -1,876 Closed
ST
825
Sabal Trust
Florida
– -$383K -1,850 Closed
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