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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 %
NA
276
Nottingham Advisors
New York
$3.68M -$4.83M -26,045 -57%
VKH
277
Virtu KCG Holdings
New York
$3.65M +$2.33M +12,552 +176%
BWP
278
BSW Wealth Partners
Colorado
$3.62M +$98.6K +531 +3%
Connor, Clark & Lunn Investment Management (CC&L)
279
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.58M – – –
IA
280
Ibbotson Associates
Illinois
$3.49M +$935K +5,034 +37%
RIA
281
Regal Investment Advisors
Michigan
$3.45M +$1.64M +8,846 +91%
FWM
282
Focused Wealth Management
New York
$3.44M -$62K -334 -2%
RCAG
283
Rehmann Capital Advisory Group
Michigan
$3.43M +$333K +1,794 +11%
PCA
284
Peddock Capital Advisors
Massachusetts
$3.38M +$3.38M +18,194 New
CTA
285
Colonial Trust Advisors
South Carolina
$3.36M +$78.9K +425 +2%
ACM
286
Antonetti Capital Management
Florida
$3.29M +$2.99M +16,085 +981%
RBC
287
Ronald Blue & Co
Georgia
$3.28M -$122K -656 -4%
Bessemer Group
288
Bessemer Group
New Jersey
$3.27M +$514K +2,767 +19%
GG
289
Gofen & Glossberg
Illinois
$3.24M +$586K +3,157 +22%
DY
290
Dowling & Yahnke
California
$3.2M +$22.7K +122 +0.7%
HC
291
Highmount Capital
New York
$3.2M +$269K +1,450 +9%
FNBT
292
FineMark National Bank & Trust
Florida
$3.2M +$441K +2,375 +16%
PIM
293
Parasol Investment Management
Illinois
$3.19M +$1.24M +6,682 +64%
WCWM
294
Wooster Corthell Wealth Management
Connecticut
$3.19M -$15.8K -85 -0.5%
3AM
295
3D Asset Management
Connecticut
$3.13M -$110K -594 -3%
BNP Paribas Financial Markets
296
BNP Paribas Financial Markets
France
$3.1M -$48.3M -259,937 -94%
Janney Montgomery Scott
297
Janney Montgomery Scott
Pennsylvania
$3.01M +$278K +1,496 +10%
MFBTD
298
MB Financial Bank - Trust Department
Illinois
$2.97M +$92.8K +500 +3%
BC
299
Brookfield Corp
Ontario, Canada
$2.9M – – –
APCM
300
Alaska Permanent Capital Management
Alaska
$2.86M -$2.97K -16 -0.1%
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