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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.

New
Increased
Maintained
Reduced
Closed
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
Royal Bank of Canada
Ontario, Canada
$1.32B
2
Bank of America
Bank of America
North Carolina
$2.04B
3
BlackRock
BlackRock
New York
$3.12B
4
QI
QS Investors
New York
$395M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$423M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$558M
2
HI
Horizon Investments
North Carolina
$2.62M
3
BG
BlackRock Group
United Kingdom
$212M
4
AC
Allstate Corporation
Illinois
$0
5
BOI
Bank of Italy
Italy
$815M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Stratford Consulting
Texas
$32.9M +$290K +1,402 +0.9%
SIMM
127
Stillwater Investment Management (Minnesota)
Minnesota
$32M +$1.18M +5,709 +4%
MA
128
MUFG Americas
New York
$31.8M +$15.1K +73 +0%
CC
129
Courier Capital
New York
$31.6M +$275K +1,328 +0.9%
CI
130
Conning Inc
Connecticut
$31M – – –
FHB
131
First Hawaiian Bank
Hawaii
$31M +$17.3M +83,811 +127%
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$30.8M +$24.2M +117,220 +372%
FTIOP
133
Fiduciary Trust International of Pennsylvania
Pennsylvania
$30.7M +$728K +3,518 +2%
FI
134
FormulaFolio Investments
Michigan
$30.7M +$30.7M +148,213 New
Ameriprise
135
Ameriprise
Minnesota
$30.5M +$1.43M +6,891 +5%
RJA
136
Raymond James & Associates
Florida
$30.5M +$5.44M +26,302 +22%
JWM
137
Jackson Wealth Management
Florida
$30M +$30M +144,965 New
PWM
138
Perigon Wealth Management
California
$29.7M -$271K -1,308 -0.9%
PFM
139
Phillips Financial Management
Indiana
$29.5M +$325K +1,594 +1%
HH
140
HWG Holdings
Texas
$28.7M +$28.7M +138,913 New
VFP
141
Verus Financial Partners
Virginia
$28.4M +$452K +2,185 +2%
SIM
142
Strategic Investment Management
Virginia
$28.4M +$28.4M +137,100 New
BOCM
143
Bontempo Ohly Capital Management
Maryland
$28.3M +$28.3M +136,563 New
IFA
144
Interactive Financial Advisors
Illinois
$26.7M -$3.72M -17,995 -12%
GT
145
Glenmede Trust
Pennsylvania
$26.5M +$1.77M +8,565 +7%
HNB
146
Huntington National Bank
Ohio
$26.5M -$25.5M – –
BCI
147
Brinker Capital Investments
Pennsylvania
$26.2M -$1.42M -6,855 -5%
WT
148
Whittier Trust
California
$25.3M +$1.26M +6,067 +5%
SPC
149
Sigma Planning Corp
Michigan
$25.3M +$25.3M +122,281 New
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$24.8M +$9.62M +46,525 +63%
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