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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

649 hedge funds and large institutions have $27.1B invested in iShares Core S&P 500 ETF in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 271 increasing their positions, 223 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+14
Holders Change %
+2.2%
% of All Funds
18.76%
Holding in Top 10
161
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.62%
% of All Funds
4.65%
New
54
Increased
271
Reduced
223
Closed
35
Calls
$34.8M
Puts
$8.54M
Net Calls
+$26.2M
Net Calls Change
+$36.2M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$327M
2
PPFA
Provida Pension Fund Administrator
Chile
+$303M
3
AC
Allstate Corporation
Illinois
+$267M
4
GHF
Good Harbor Financial
Illinois
+$173M
5
NLI
Nippon Life Insurance
Japan
+$113M

Top Sellers

1
BlackRock
BlackRock
New York
-$484M
2
Bank of America
Bank of America
North Carolina
-$376M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$364M
4
SMM
Stadion Money Management
Georgia
-$256M
5
BG
BlackRock Group
United Kingdom
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
251
B. Riley Wealth Advisors
Florida
$5.32M -$476K -2,528 -8%
SAM
252
Silvercrest Asset Management
New York
$5.31M +$32K +170 +0.6%
TCT
253
TIAA CREF Trust
Missouri
$5.17M +$34.2K +182 +0.7%
MCC
254
Mid Continent Capital
Illinois
$5.16M +$866K +4,600 +20%
BHIA
255
Birch Hill Investment Advisors
Massachusetts
$5.07M +$467K +2,481 +10%
CNB
256
City National Bank
California
$5.04M +$200K +1,063 +4%
CB
257
Chemical Bank
Michigan
$5.02M +$405K +2,151 +9%
RCAG
258
Rehmann Capital Advisory Group
Michigan
$4.97M +$1.49M +7,919 +43%
CCA
259
Cobblestone Capital Advisors
New York
$4.95M +$51K +271 +1%
FA
260
FDx Advisors
Illinois
$4.91M +$2.25M +11,967 +85%
MFS
261
MSI Financial Services
Massachusetts
$4.86M +$420K +2,230 +9%
DWM
262
Destination Wealth Management
California
$4.83M +$89.9K +478 +2%
BFA
263
Beaumont Financial Advisors
Massachusetts
$4.81M -$870K -4,623 -15%
BPC
264
Banque Pictet & Cie
Switzerland
$4.74M – – –
MFO
265
Marcuard Family Office
Switzerland
$4.7M – – –
SSWM
266
Sheets Smith Wealth Management
North Carolina
$4.64M +$2M +10,640 +76%
CAM
267
Congress Asset Management
Massachusetts
$4.6M +$4.6M +24,432 New
WCM
268
Wealthcare Capital Management
Virginia
$4.58M +$2.22M +11,807 +94%
CW
269
Cobiz Wealth
Colorado
$4.55M +$164K +874 +4%
SGK
270
Steigerwald Gordon & Koch
Virginia
$4.47M -$3.91K -21 -0.1%
GAM
271
Gould Asset Management
California
$4.43M +$2.52M +13,410 +132%
MFP
272
Mosaic Financial Partners
California
$4.42M -$142K -754 -3%
KFS
273
KMS Financial Services
Washington
$4.42M +$211K +1,121 +5%
QA
274
Quantitative Advantage
Minnesota
$4.38M +$124K +657 +3%
WWM
275
Willingdon Wealth Management
North Carolina
$4.34M +$147K +781 +4%
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