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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 %
Mariner
101
Mariner
Kansas
$48.2M 232,766 +22,891 +11%
FNBOH
102
First National Bank of Hutchinson
Kansas
$48.1M 232,583 -1,877 -0.8%
FWCM
103
Ferguson Wellman Capital Management
Oregon
$47.2M 228,369 +9,550 +4%
Prudential Financial
104
Prudential Financial
New Jersey
$46.5M 224,643 -12,892 -5%
DC
105
Deere & Company
Illinois
$46.3M 224,040 +16,900 +8%
AI
106
Accredited Investors
Minnesota
$44.2M 213,598 -15,128 -7%
BSB
107
Bangor Savings Bank
Maine
$42.7M 206,536 +15,494 +8%
JPMPWA
108
J.P. Morgan Private Wealth Advisors
California
$42.7M 206,414 +24,888 +14%
FMWA
109
Forvis Mazars Wealth Advisors
Missouri
$42.4M 205,015 +1,970 +1%
CB
110
Community Bank
New York
$41.4M 200,025 +200,025 New
SLF
111
Sun Life Financial
Ontario, Canada
$40M 193,100 – –
MWP
112
MYCIO Wealth Partners
Pennsylvania
$39.9M 192,633 -5,392 -3%
FT
113
Fiduciary Trust
Massachusetts
$39.1M 189,126 +39,765 +27%
IGIM
114
I.G. Investment Management
Manitoba, Canada
$37.2M 179,995 +179,995 New
HSBC Holdings
115
HSBC Holdings
United Kingdom
$36.2M 174,041 -141,221 -45%
BA
116
Bridgewater Associates
Connecticut
$36.2M 175,000 – –
TIM
117
Tortoise Investment Management
New York
$35.7M 172,645 +2,248 +1%
LTFS
118
Ladenburg Thalmann Financial Services
Florida
$35.5M 171,692 -30,976 -15%
UBS AM
119
UBS AM
Illinois
$35.2M 170,359 +164,259 +2,693%
Principal Financial Group
120
Principal Financial Group
Iowa
$35.1M 169,752 -621 -0.4%
WA
121
Wealth Architects
California
$34.7M 167,786 +167,786 New
DADC
122
D.A. Davidson & Co
Montana
$34.1M 165,014 +3,717 +2%
CS
123
Credit Suisse
Switzerland
$33.1M 160,237 -15,222 -9%
HFS
124
HL Financial Services
Kentucky
$33.1M 159,968 -14,944 -9%
KT
125
Kanaly Trust
Texas
$32.9M 158,921 +3,603 +2%
3 4
5
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