IVV icon

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 %
IIC
251
Ironwood Investment Counsel
Arizona
$4.82M -$546K -2,942 -10%
CNB
252
City National Bank
California
$4.77M +$279K +1,502 +6%
BTS
253
BB&T Securities
Virginia
$4.73M +$2.17M +1,169 +85%
DWM
254
Destination Wealth Management
California
$4.68M -$1.98M -10,657 -30%
BPC
255
Banque Pictet & Cie
Switzerland
$4.68M +$4.68M +25,210 New
MFO
256
Marcuard Family Office
Switzerland
$4.64M – – –
CB
257
Chemical Bank
Michigan
$4.56M +$775K +4,175 +20%
BHIA
258
Birch Hill Investment Advisors
Massachusetts
$4.54M +$152K +818 +3%
MFP
259
Mosaic Financial Partners
California
$4.5M -$68.7K -370 -2%
SGK
260
Steigerwald Gordon & Koch
Virginia
$4.42M +$2.02K +11 +0%
MFS
261
MSI Financial Services
Massachusetts
$4.38M +$754K +4,062 +21%
BCM
262
Beck Capital Management
Texas
$4.37M +$4.37M +24,471 New
CWM
263
Cabot Wealth Management
Massachusetts
$4.35M +$10.4K +56 +0.2%
CW
264
Cobiz Wealth
Colorado
$4.32M -$44.6K -240 -1%
IH
265
IFC Holdings
Florida
$4.29M +$937K +5,070 +28%
MCC
266
Mid Continent Capital
Illinois
$4.24M -$775K -4,175 -15%
QA
267
Quantitative Advantage
Minnesota
$4.2M -$742K -3,999 -15%
UBS AM
268
UBS AM
Illinois
$4.16M +$4.16M +22,400 New
Two Sigma Advisers
269
Two Sigma Advisers
New York
$4.16M +$4.16M +22,400 New
KFS
270
KMS Financial Services
Washington
$4.15M +$1.04M +5,602 +33%
WWM
271
Willingdon Wealth Management
North Carolina
$4.14M +$4.14M +22,283 New
GT
272
Greenleaf Trust
Michigan
$4.06M -$1.39M -7,478 -25%
LA
273
Lynch & Associates
Indiana
$4.03M +$227K +1,222 +6%
SSB
274
Sandy Spring Bank
Maryland
$3.81M -$4.84M -26,083 -56%
Neuberger Berman Group
275
Neuberger Berman Group
New York
$3.7M -$215K -1,159 -5%
9 10
11
12 13