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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 %
HWA
151
Heritage Wealth Advisors
Virginia
$24.5M +$2.98M +14,394 +14%
EIM
152
ExxonMobil Investment Management
Texas
$24.5M +$5.84M +28,232 +31%
JFA
153
JNBA Financial Advisors
Minnesota
$24M +$8.99M +43,475 +60%
VFS
154
VSR Financial Services
Kansas
$23.8M +$407K +1,969 +2%
SFS
155
Summit Financial Strategies
Ohio
$23.6M +$23.6M +114,088 New
GC
156
Guggenheim Capital
Illinois
$23.3M +$23.3M +112,680 +5,634,000%
AIG
157
American International Group
New York
$22.4M -$40.2M -194,269 -64%
PHAM
158
Palisades Hudson Asset Management
Florida
$22.2M -$1.16M -5,584 -5%
GWA
159
Genesis Wealth Advisors
Massachusetts
$22.2M +$22.2M +104,256 New
FBT
160
Founders Bank & Trust
Michigan
$21.7M -$375K -1,815 -2%
MCM
161
Makena Capital Management
California
$21.6M -$29.9M -144,486 -58%
HMC
162
Harvard Management Company
Massachusetts
$21.5M -$3.89M -18,800 -15%
FA
163
FDx Advisors
Illinois
$21.5M +$14.4M +69,387 +202%
CAN
164
Cetera Advisor Networks
California
$21.4M +$5.43M +26,235 +34%
GI
165
Gradient Investments
Minnesota
$21.2M +$697K +3,369 +3%
Northern Trust
166
Northern Trust
Illinois
$21.1M -$4.38M -21,163 -17%
BHWM
167
Bar Harbor Wealth Management
New Hampshire
$21.1M +$179K +864 +0.9%
PP
168
Palladium Partners
Virginia
$21.1M +$516K +2,493 +3%
OC
169
Oppenheimer & Co
New York
$21.1M +$809K +3,910 +4%
Citadel Advisors
170
Citadel Advisors
Florida
$21M +$21M +101,553 New
MWP
171
Moller Wealth Partners
$20.5M +$498K +2,408 +2%
CAM
172
Congress Asset Management
Massachusetts
$20.5M +$9.49M +45,880 +86%
CPSAC
173
Chas P. Smith & Associates (CPS)
Florida
$20.2M +$580K +2,806 +3%
CONA
174
Capital One National Association
New York
$20.2M +$9.1M +43,966 +82%
AIIMS
175
Analyst IMS Investment Management Services
Israel
$20.2M +$20.2M +97,475 New
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