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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 %
WTB
201
Washington Trust Bank
Washington
$15.3M – – –
MA
202
Montag & Associates
Georgia
$15.1M +$17.5K +84 +0.1%
HI
203
Hudock Inc
Pennsylvania
$15M +$634K +3,052 +4%
AIIMS
204
Analyst IMS Investment Management Services
Israel
$14.9M -$5.4M -25,987 -27%
BCM
205
BTC Capital Management
Iowa
$14.8M +$3.1M +14,921 +26%
MWM
206
Modera Wealth Management
New Jersey
$14.6M -$503K -2,418 -3%
CIM
207
CIM Investment Management
Pennsylvania
$14.4M +$10.8M +51,949 +302%
SIM
208
SSI Investment Management
California
$14.4M +$14.4M +69,107 New
CIBC World Market
209
CIBC World Market
Ontario, Canada
$14.3M +$1.5M +7,227 +12%
ACM
210
Argentus Capital Management
Texas
$14.2M -$248K -1,192 -2%
AllianceBernstein
211
AllianceBernstein
Tennessee
$13.9M +$3.39M +16,293 +32%
GT
212
Greenleaf Trust
Michigan
$13.6M +$2.93M +14,103 +28%
FMII
213
Farmers & Merchants Investments Inc
Nebraska
$12.8M -$2.6M -12,490 -17%
VAM
214
Visionary Asset Management
Texas
$12.4M -$7.84M -37,743 -39%
SIAM
215
Sterling Investment Advisors (Missouri)
Missouri
$12.2M +$89.2K +429 +0.7%
CAM
216
Capstone Asset Management
Texas
$12.1M -$159K -767 -1%
TFO
217
Tarbox Family Office
California
$12M +$2.29M +11,041 +24%
HCMT
218
Highland Capital Management (Tennessee)
Tennessee
$11.9M +$580K +2,793 +5%
CA
219
Capital Advantage
California
$11.9M -$373K -1,793 -3%
SHGA
220
Sand Hill Global Advisors
California
$11.8M +$703K +3,383 +6%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$11.8M -$78.4K -377 -0.7%
WTC
222
WhitTier Trust Company
Nevada
$11.5M -$123K -590 -1%
BJL
223
Brighton Jones LLC
Washington
$11.5M -$82.5K -397 -0.7%
NFG
224
NewFocus Financial Group
Washington
$11.3M -$6.65K -32 -0.1%
BBHC
225
Brown Brothers Harriman & Co
New York
$11.1M -$247K -1,190 -2%
7 8
9
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