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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 %
SIM
151
Strategic Investment Management
Virginia
$27.1M -$1.44M -6,910 -5%
IGIM
152
I.G. Investment Management
Manitoba, Canada
$26.8M -$10.6M -50,995 -28%
BCI
153
Brinker Capital Investments
Pennsylvania
$26.7M +$409K +1,966 +2%
FI
154
FormulaFolio Investments
Michigan
$26.7M -$4.14M -19,901 -13%
GT
155
Glenmede Trust
Pennsylvania
$26.3M -$349K -1,679 -1%
AIG
156
American International Group
New York
$25.1M +$2.61M +12,557 +12%
MWAN
157
Mariner Wealth Advisors (NYC)
Kansas
$24.8M +$24.8M +119,367 New
VFS
158
VSR Financial Services
Kansas
$24.5M +$631K +3,037 +3%
NYLIM
159
New York Life Investment Management
New York
$24.4M +$20.3M +97,552 +491%
IFA
160
Interactive Financial Advisors
Illinois
$23.9M -$2.95M -14,201 -11%
FA
161
FDx Advisors
Illinois
$23.7M +$2.14M +10,312 +10%
SFS
162
Summit Financial Strategies
Ohio
$23.4M -$319K -1,535 -1%
ONB
163
Old National Bancorp
Indiana
$23.3M +$21.4M +103,008 +1,138%
EIM
164
ExxonMobil Investment Management
Texas
$23.1M -$1.45M -6,973 -6%
CAM
165
Congress Asset Management
Massachusetts
$23.1M +$2.51M +12,074 +12%
RJFSA
166
Raymond James Financial Services Advisors
Florida
$22.5M +$4.14M +19,899 +22%
PWM
167
Perigon Wealth Management
California
$22.3M -$7.59M -36,520 -25%
BHWM
168
Bar Harbor Wealth Management
New Hampshire
$21.8M +$601K +2,891 +3%
HMC
169
Harvard Management Company
Massachusetts
$21.8M +$184K +886 +0.9%
Northern Trust
170
Northern Trust
Illinois
$21.8M +$525K +2,524 +2%
MCM
171
Makena Capital Management
California
$21.6M – – –
PP
172
Palladium Partners
Virginia
$21.1M -$72.9K -351 -0.3%
AW
173
ACG Wealth
Georgia
$21.1M +$8.62M +41,488 +69%
MWP
174
Moller Wealth Partners
$20.9M +$301K +1,446 +1%
AA
175
Advisory Alpha
Michigan
$20.9M +$10.5M +50,704 +102%
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