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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

672 hedge funds and large institutions have $27.6B invested in iShares Core S&P 500 ETF in 2014 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 282 increasing their positions, 243 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+23
Holders Change %
+3.54%
% of All Funds
19.33%
Holding in Top 10
166
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.11%
% of All Funds
4.77%
New
50
Increased
282
Reduced
243
Closed
24
Calls
$36.5M
Puts
$16.8M
Net Calls
+$19.8M
Net Calls Change
-$6.46M

Top Buyers

1
Korea Investment Corp
Korea Investment Corp
South Korea
+$275M
2
MTB
Mizuho Trust & Banking
Japan
+$263M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$203M
4
Nomura Holdings
Nomura Holdings
Japan
+$195M
5
BJ
BlackRock Japan
Japan
+$184M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
-$1.34B
2
Citigroup
Citigroup
New York
-$195M
3
PPFA
Provida Pension Fund Administrator
Chile
-$136M
4
AA
ALPS Advisors
Colorado
-$135M
5
Goldman Sachs
Goldman Sachs
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
251
Moneta Group Investment Advisors
Missouri
$6.01M +$165K +835 +3%
FA
252
FDx Advisors
Illinois
$5.94M +$797K +4,048 +16%
GAM
253
Gould Asset Management
California
$5.91M +$1.27M +6,465 +27%
MFO
254
Marcuard Family Office
Switzerland
$5.91M +$985K +5,000 +20%
SC
255
Scotia Capital
Ontario, Canada
$5.81M +$132K +669 +2%
WB
256
Webster Bank
Connecticut
$5.8M -$27.6K -140 -0.5%
TCT
257
TIAA CREF Trust
Missouri
$5.7M +$280K +1,423 +5%
PFS
258
Prospera Financial Services
Texas
$5.64M -$2.7M -13,706 -32%
KFS
259
KMS Financial Services
Washington
$5.62M +$996K +5,058 +22%
SAM
260
Silvercrest Asset Management
New York
$5.6M +$39.4K +200 +0.7%
JFA
261
JNBA Financial Advisors
Minnesota
$5.6M +$5.41M +27,465 +2,906%
MG
262
MDE Group
New Jersey
$5.59M -$2.98M -15,149 -35%
JFG
263
JMG Financial Group
Illinois
$5.58M -$562K -2,851 -9%
AAS
264
Annex Advisory Services
Wisconsin
$5.45M -$157K -797 -3%
BHIA
265
Birch Hill Investment Advisors
Massachusetts
$5.39M +$82.5K +419 +2%
BFA
266
Beaumont Financial Advisors
Massachusetts
$5.37M +$336K +1,704 +7%
CB
267
Chemical Bank
Michigan
$5.31M +$52.6K +267 +1%
NA
268
Nottingham Advisors
New York
$5.27M -$3.7M -18,803 -41%
ACM
269
Acertus Capital Management
New Jersey
$5.23M -$2.79M -15,149 -35%
RIA
270
Regal Investment Advisors
Michigan
$5.1M +$2.28M +11,585 +81%
CCA
271
Cobblestone Capital Advisors
New York
$5.04M -$140K -712 -3%
TCM
272
Tuttle Capital Management
Connecticut
$5.04M +$3.37M +16,957 +201%
ANB
273
Amarillo National Bank
Texas
$4.97M +$2.44M +12,393 +96%
DWM
274
Destination Wealth Management
California
$4.85M -$216K -1,094 -4%
WCM
275
Wealthcare Capital Management
Virginia
$4.73M -$71.9K -365 -1%
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