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

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$449M
2
Bessemer Group
Bessemer Group
New Jersey
$262M
3
PPFA
Provida Pension Fund Administrator
Chile
$502M
4
SMM
Stadion Money Management
Georgia
$734M
5
GHF
Good Harbor Financial
Illinois
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIMM
126
Stillwater Investment Management (Minnesota)
Minnesota
$35M +$2.95M +14,191 +9%
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$34.9M +$4.01M +19,290 +13%
BWP
128
BSW Wealth Partners
Colorado
$34.6M +$23.4M +112,406 +208%
CB
129
Community Bank
New York
$33.5M -$8.11M -39,025 -20%
BTS
130
BB&T Securities
Virginia
$33.3M -$25.5M -12,287 -43%
DADC
131
D.A. Davidson & Co
Montana
$32.8M -$1.46M -7,019 -4%
BAM
132
Baring Asset Management
United Kingdom
$32.4M +$32.4M +154,649 New
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$32.4M -$3.28M -15,783 -9%
MA
134
MUFG Americas
New York
$32.4M +$403K +1,937 +1%
JWM
135
Jackson Wealth Management
Florida
$32.2M +$2.05M +9,886 +7%
CC
136
Courier Capital
New York
$31.8M +$94.4K +454 +0.3%
CWA
137
Constellation Wealth Advisors
New York
$31.8M -$140M -672,777 -81%
CI
138
Conning Inc
Connecticut
$31.1M – – –
PFM
139
Phillips Financial Management
Indiana
$30.6M +$47.3K +224 +0.2%
FTIOP
140
Fiduciary Trust International of Pennsylvania
Pennsylvania
$30M -$789K -3,794 -3%
SPC
141
Sigma Planning Corp
Michigan
$30M +$4.56M +21,940 +18%
RJA
142
Raymond James & Associates
Florida
$29.7M -$892K -4,290 -3%
HWA
143
Heritage Wealth Advisors
Virginia
$29.1M +$4.46M +21,477 +18%
HFS
144
HL Financial Services
Kentucky
$29M -$4.29M -20,640 -13%
GI
145
Gradient Investments
Minnesota
$28.8M +$7.49M +36,036 +35%
WT
146
Whittier Trust
California
$28.4M +$2.92M +14,055 +11%
VFP
147
Verus Financial Partners
Virginia
$28.2M -$364K -1,751 -1%
JFA
148
JNBA Financial Advisors
Minnesota
$28.2M +$4.02M +19,320 +17%
HNB
149
Huntington National Bank
Ohio
$27.5M +$27.5M +132,173 New
BOCM
150
Bontempo Ohly Capital Management
Maryland
$27.4M -$957K -4,604 -3%
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