IVV icon

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
+$862M
2
Bank of America
Bank of America
North Carolina
+$650M
3
BlackRock
BlackRock
New York
+$475M
4
QI
QS Investors
New York
+$395M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$299M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
-$350M
2
HI
Horizon Investments
North Carolina
-$142M
3
BG
BlackRock Group
United Kingdom
-$122M
4
AC
Allstate Corporation
Illinois
-$122M
5
BOI
Bank of Italy
Italy
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
201
Modera Wealth Management
New Jersey
$15M -$123K -595 -0.8%
MA
202
Montag & Associates
Georgia
$15M +$1.38M +6,685 +10%
ACM
203
Argentus Capital Management
Texas
$14.4M -$2.62M -12,661 -15%
KA
204
Klingman & Associates
New York
$14.3M +$14.3M +69,198 New
HI
205
Hudock Inc
Pennsylvania
$14.3M +$4.46M +21,575 +45%
NPC
206
National Planning Corporation
California
$14.1M +$2.06M +10,130 +17%
HighTower Advisors
207
HighTower Advisors
Illinois
$14M +$6.33M +30,569 +82%
H
208
Hexavest
Quebec, Canada
$14M +$8.54M +41,282 +157%
VFA
209
Virtus Fund Advisers
Connecticut
$13.8M -$1.08M -5,197 -7%
FAAS
210
First Allied Advisory Services
California
$13.5M -$2.19M -10,574 -14%
AGA
211
Accuvest Global Advisors
Utah
$13.3M -$43.5M -210,079 -77%
SSB
212
Sandy Spring Bank
Maryland
$13.2M +$386K +1,865 +3%
LPT
213
Legacy Private Trust
Wisconsin
$13.1M -$1.36M -6,596 -9%
CNB
214
City National Bank
California
$12.9M +$2.78M +13,437 +27%
CIBC World Market
215
CIBC World Market
Ontario, Canada
$12.7M +$2.13M +10,296 +20%
F
216
FutureAdvisor
California
$12.7M +$12.7M +61,415 New
RIG
217
RiverFront Investment Group
Virginia
$12.6M +$12.6M +60,751 New
AW
218
ACG Wealth
Georgia
$12.4M +$214K +1,036 +2%
State Street
219
State Street
Massachusetts
$12.3M +$1.35M +6,505 +12%
CAM
220
Capstone Asset Management
Texas
$12.2M -$1.46M -7,043 -11%
CA
221
Capital Advantage
California
$12.2M +$11.5M +55,791 +1,660%
GT
222
Glenview Trust
Kentucky
$12.2M +$12.2M +59,080 New
SIAM
223
Sterling Investment Advisors (Missouri)
Missouri
$12.1M +$12.1M +58,316 New
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
$11.8M +$11.8M +57,138 New
BCM
225
BTC Capital Management
Iowa
$11.7M +$351K +1,696 +3%
7 8
9
10 11