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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FHB
101
First Hawaiian Bank
Hawaii
$53M 254,976 +105,216 +70%
PA
102
Planning Alternatives
Michigan
$52.4M 252,248 +14,587 +6%
FT
103
Fiduciary Trust
Massachusetts
$51.9M 249,709 +60,583 +32%
BF
104
BOK Financial
Oklahoma
$50.8M 244,201 +8,706 +4%
FNBOH
105
First National Bank of Hutchinson
Kansas
$50.3M 242,203 +9,620 +4%
JPMPWA
106
J.P. Morgan Private Wealth Advisors
California
$47M 225,907 +19,493 +9%
DC
107
Deere & Company
Illinois
$46.6M 224,040 – –
BSB
108
Bangor Savings Bank
Maine
$45.2M 217,607 +11,071 +5%
AI
109
Accredited Investors
Minnesota
$43.3M 208,499 -5,099 -2%
FMWA
110
Forvis Mazars Wealth Advisors
Missouri
$42.9M 206,544 +1,529 +0.7%
AC
111
Allstate Corporation
Illinois
$42M 201,880 +201,880 New
FWCM
112
Ferguson Wellman Capital Management
Oregon
$41.3M 198,803 -29,566 -13%
SLF
113
Sun Life Financial
Ontario, Canada
$40.1M 193,100 – –
CONA
114
Capital One National Association
New York
$39.7M 190,854 +93,263 +96%
MWP
115
MYCIO Wealth Partners
Pennsylvania
$39.2M 188,464 -4,169 -2%
CS
116
Credit Suisse
Switzerland
$38M 183,064 +22,827 +14%
GH
117
GAM Holding
Switzerland
$37.9M 182,219 -50,718 -22%
NA
118
Nottingham Advisors
New York
$37.6M 180,745 +154,010 +576%
TIM
119
Tortoise Investment Management
New York
$36.9M 177,611 +4,966 +3%
UBS AM
120
UBS AM
Illinois
$36.6M 175,954 +5,595 +3%
BA
121
Bridgewater Associates
Connecticut
$36.4M 175,000 – –
Principal Financial Group
122
Principal Financial Group
Iowa
$36.1M 173,519 +3,767 +2%
Ameriprise
123
Ameriprise
Minnesota
$36M 173,136 +26,006 +18%
SC
124
Stratford Consulting
Texas
$35.8M 172,315 +13,492 +8%
WA
125
Wealth Architects
California
$35.5M 170,706 +2,920 +2%
3 4
5
6 7