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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

557 hedge funds and large institutions have $19.6B invested in iShares Core S&P 500 ETF in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 194 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+22
Holders Change %
+4.11%
% of All Funds
18.07%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
4.05%
New
57
Increased
216
Reduced
194
Closed
29
Calls
$69.3M
Puts
$52.2M
Net Calls
+$17.1M
Net Calls Change
-$3.51M

Top Buyers

1
MB
MUFG Bank
Japan
$360M
2
SMM
Stadion Money Management
Georgia
$1.16B
3
BlackRock
BlackRock
New York
$2.54B
4
Bank of America
Bank of America
North Carolina
$885M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$253M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$0
2
Bessemer Group
Bessemer Group
New Jersey
$2.5M
3
Wells Fargo
Wells Fargo
California
$1.22B
4
CBU
CIBC Bank USA
Illinois
$51M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
DY
251
Dowling & Yahnke
California
$2.89M -$108K -640 -4%
JIP
252
Jaffetilchin Investment Partners
Florida
$2.87M -$557K -3,298 -16%
KFS
253
KMS Financial Services
Washington
$2.83M -$311K -1,840 -10%
RCAG
254
Rehmann Capital Advisory Group
Michigan
$2.82M +$686K +4,065 +32%
GF
255
Gerstein Fisher
New York
$2.73M +$13.5K +80 +0.5%
HC
256
Highmount Capital
New York
$2.66M +$114K +675 +4%
BC
257
Brookfield Corp
Ontario, Canada
$2.64M +$2.37M +14,046 +900%
MFBTD
258
MB Financial Bank - Trust Department
Illinois
$2.62M -$748K -4,425 -22%
SNC
259
Stifel Nicolaus & Co
Missouri
$2.62M -$1.71M -10,117 -40%
APCM
260
Alaska Permanent Capital Management
Alaska
$2.61M +$2.61M +15,442 New
RPGK
261
Retirement Planning Group (Kansas)
Kansas
$2.61M -$276K -1,634 -10%
DWT
262
Dorsey & Whitney Trust
South Dakota
$2.58M +$16.6K +98 +0.6%
SFSIG
263
San Francisco Sentry Investment Group
California
$2.56M +$683K +4,046 +36%
NEAM
264
New England Asset Management
Connecticut
$2.55M – – –
BO
265
BRR OpCo
Ohio
$2.54M -$159K -941 -6%
FNBT
266
FineMark National Bank & Trust
Florida
$2.51M +$158K +938 +7%
Bessemer Group
267
Bessemer Group
New Jersey
$2.5M -$300M -1,772,960 -99%
Janney Montgomery Scott
268
Janney Montgomery Scott
Pennsylvania
$2.49M +$2.49M +14,729 New
CS
269
Comerica Securities
Michigan
$2.48M +$249K +1,476 +11%
WCF
270
West Coast Financial
California
$2.44M +$27K +160 +1%
GG
271
Gofen & Glossberg
Illinois
$2.42M +$13.3K +79 +0.6%
WP
272
WMS Partners
Maryland
$2.39M +$56.3K +333 +2%
FCI
273
Financial Counselors Inc
Kansas
$2.35M +$1.7M +10,040 +258%
IA
274
Ibbotson Associates
Illinois
$2.34M +$782K +4,601 +50%
BTS
275
BB&T Securities
Virginia
$2.33M -$642K -380 -22%
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