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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
+$522M
3
Goldman Sachs
Goldman Sachs
New York
+$383M
4
Citigroup
Citigroup
New York
+$378M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$230M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$193M
2
MB
MUFG Bank
Japan
-$98.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$73.3M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$67.2M
5
SMM
Stadion Money Management
Georgia
-$50.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DG
301
Davidson & Garrard
Virginia
$2.85M -$393K -2,118 -12%
NCM
302
Narwhal Capital Management
Georgia
$2.83M +$988K +5,323 +54%
MG
303
MDE Group
New Jersey
$2.82M +$1.22M +6,559 +76%
ACM
304
Acertus Capital Management
New Jersey
$2.82M +$2.82M +15,207 New
NEAM
305
New England Asset Management
Connecticut
$2.8M – – –
FMBTD
306
First Midwest Bank Trust Division
Illinois
$2.77M +$1.12M +6,015 +68%
RTS
307
Round Table Services
New Jersey
$2.75M -$2.21M -11,879 -44%
DWT
308
Dorsey & Whitney Trust
South Dakota
$2.74M -$90.2K -486 -3%
BO
309
BRR OpCo
Ohio
$2.71M -$81.9K -441 -3%
WCF
310
West Coast Financial
California
$2.71M +$31.7K +171 +1%
TRCT
311
Tower Research Capital (TRC)
New York
$2.66M +$2.66M +14,353 New
Parallax Volatility Advisers
312
Parallax Volatility Advisers
California
$2.66M +$2.66M +14,302 New
Mirae Asset Global Investments
313
Mirae Asset Global Investments
South Korea
$2.63M +$627K +3,380 +31%
WP
314
WMS Partners
Maryland
$2.63M – – –
FA
315
FDx Advisors
Illinois
$2.62M +$2.62M +14,112 New
VIA
316
Vantage Investment Advisors
Pennsylvania
$2.61M +$2.61M +14,048 New
MTWSIF
317
Mivtachim The Workers Social Insurance Fund
Israel
$2.61M +$2.61M +14,050 New
SSWM
318
Sheets Smith Wealth Management
North Carolina
$2.6M +$357K +1,924 +16%
FMI
319
Fiduciary Management Inc
Wisconsin
$2.6M +$2.6M +13,990 New
PWLP
320
Prio Wealth Limited Partnership
Massachusetts
$2.54M +$203K +1,095 +9%
FCI
321
Financial Counselors Inc
Kansas
$2.52M -$65.5K -353 -3%
TI
322
Truepoint Inc
Ohio
$2.44M -$3.16M -17,044 -56%
Kayne Anderson Rudnick Investment Management
323
Kayne Anderson Rudnick Investment Management
California
$2.43M +$97.1K +523 +4%
MFW
324
Meristem Family Wealth
Minnesota
$2.43M -$25.2K -136 -1%
AIP
325
Ameritas Investment Partners
Nebraska
$2.36M -$124K -670 -5%
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