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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

635 hedge funds and large institutions have $27.2B invested in iShares Core S&P 500 ETF in 2013 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 241 increasing their positions, 195 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
635
Holders Change
+78
Holders Change %
+14%
% of All Funds
18.44%
Holding in Top 10
162
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+29.6%
% of All Funds
4.71%
New
117
Increased
241
Reduced
195
Closed
32
Calls
$12.9M
Puts
$22.9M
Net Calls
-$10M
Net Calls Change
-$27.1M

Top Buyers

1
GHF
Good Harbor Financial
Illinois
$2.24B
2
Bank of America
Bank of America
North Carolina
$1.49B
3
Goldman Sachs
Goldman Sachs
New York
$519M
4
Citigroup
Citigroup
New York
$384M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$495M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$23.7M
2
MB
MUFG Bank
Japan
$297M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$204M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$544M
5
SMM
Stadion Money Management
Georgia
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
226
Todd Asset Management
Kentucky
$5.91M +$798K +4,300 +16%
WCM
227
Wunderlich Capital Managemnt
Tennessee
$5.87M +$5.87M +31,603 New
JFG
228
JMG Financial Group
Illinois
$5.85M -$152K -818 -3%
ST
229
Sageworth Trust
Pennsylvania
$5.73M -$7.43K -40 -0.1%
BRWA
230
B. Riley Wealth Advisors
Florida
$5.72M +$5.72M +30,783 New
IB
231
Intrust Bank
Kansas
$5.67M – – –
BFA
232
Beaumont Financial Advisors
Massachusetts
$5.6M +$4.22M +22,757 +306%
Truist Financial
233
Truist Financial
North Carolina
$5.58M -$85K -458 -2%
CA
234
Cornerstone Advisors
North Carolina
$5.57M -$1.86M -10,000 -25%
CIA
235
Capital Investment Advisors
Georgia
$5.54M +$5.54M +29,829 New
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$5.43M +$5.43M +29,245 New
PCM
237
Parsons Capital Management
Rhode Island
$5.41M -$326K -1,754 -6%
MGIA
238
Moneta Group Investment Advisors
Missouri
$5.38M -$263K -1,419 -5%
HighTower Advisors
239
HighTower Advisors
Illinois
$5.38M +$1.98M +10,650 +58%
SC
240
Scotia Capital
Ontario, Canada
$5.21M -$2.48M -13,341 -32%
SAM
241
Silvercrest Asset Management
New York
$5.21M +$127K +685 +3%
AAS
242
Annex Advisory Services
Wisconsin
$5.17M +$1.15M +6,198 +29%
Chevy Chase Trust
243
Chevy Chase Trust
Maryland
$5.14M +$1.19M +6,415 +30%
WI
244
WrapManager Inc
California
$5.1M +$5.1M +27,479 New
TCT
245
TIAA CREF Trust
Missouri
$5.07M +$179K +964 +4%
WB
246
Webster Bank
Connecticut
$5.05M +$20.2K +109 +0.4%
RNS
247
Robert N. Shapiro
$4.91M +$42K +226 +0.9%
CIM
248
CIM Investment Management
Pennsylvania
$4.9M -$1.1M -5,949 -18%
SFG
249
SNS Financial Group
Minnesota
$4.86M -$523K -2,815 -10%
CCA
250
Cobblestone Capital Advisors
New York
$4.83M -$31.9K -172 -0.7%
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