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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 %
Brown Advisory
76
Brown Advisory
Maryland
$82.9M 400,749 -1,614 -0.4%
BDF
77
Balasa Dinverno & Foltz
$81.5M 393,857 -42,737 -10%
US Bancorp
78
US Bancorp
Minnesota
$79.4M 383,798 +5,445 +1%
PP
79
Prudential plc
United Kingdom
$74.4M 359,659 -3,700 -1%
LIA
80
LBMC Investment Advisors
Tennessee
$73.4M 355,002 -5,339 -1%
BFPW
81
BOK Financial Private Wealth
Colorado
$72M 348,177 -10,282 -3%
VCM
82
Verger Capital Management
North Carolina
$66.3M 320,370 +320,370 New
AIM
83
Astor Investment Management
Illinois
$65.3M 315,546 +12,535 +4%
ACM
84
Aviance Capital Management
Florida
$63.4M 306,419 +137,420 +81%
FSIM
85
F-Squared Investment Management
Massachusetts
$63M 304,626 -409,412 -57%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$61.6M 297,667 -6,471 -2%
LW
87
Linscomb Wealth
Texas
$60.8M 293,805 +5,133 +2%
BOS
88
Bingham Osborn & Scarborough
California
$58.8M 284,047 -811 -0.3%
BTS
89
BB&T Securities
Virginia
$58.5M 28,294 +27,120 +2,310%
Deutsche Bank
90
Deutsche Bank
Germany
$58.3M 281,692 +7,653 +3%
BP
91
Ballentine Partners
Massachusetts
$57.6M 278,479 +1,136 +0.4%
MSA
92
Mason Street Advisors
Wisconsin
$57.5M 277,735 – –
PI
93
Placemark Investments
Illinois
$56.4M 272,493 -77,816 -22%
Axa
94
Axa
France
$55.1M 266,517 +14,100 +6%
MB
95
Mizuho Bank
Japan
$53.8M 260,000 – –
K
96
Kemper
Illinois
$53.4M 258,000 – –
Jane Street
97
Jane Street
New York
$50.6M 244,741 +221,059 +933%
PA
98
Planning Alternatives
Michigan
$49.2M 237,661 +50,335 +27%
BF
99
BOK Financial
Oklahoma
$48.7M 235,495 -3,481 -1%
GH
100
GAM Holding
Switzerland
$48.2M 232,937 – –
2 3
4
5 6