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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 %
CA
301
Cornerstone Advisors
North Carolina
$3.2M -$2.45M -13,000 -43%
RBC
302
Ronald Blue & Co
Georgia
$3.19M -$134K -712 -4%
DY
303
Dowling & Yahnke
California
$3.19M -$54.6K -290 -2%
GG
304
Gofen & Glossberg
Illinois
$3.16M -$112K -600 -3%
CC
305
Cadinha & Co
Hawaii
$3.12M +$2.82M +15,003 +940%
GF
306
Gerstein Fisher
New York
$2.99M -$3.06M -16,260 -51%
APCM
307
Alaska Permanent Capital Management
Alaska
$2.9M – – –
3AM
308
3D Asset Management
Connecticut
$2.88M -$295K -1,568 -9%
NCM
309
Narwhal Capital Management
Georgia
$2.87M -$564 -3 -0%
WP
310
WMS Partners
Maryland
$2.86M +$201K +1,067 +8%
WCF
311
West Coast Financial
California
$2.85M +$105K +560 +4%
NEAM
312
New England Asset Management
Connecticut
$2.84M – – –
AIA
313
Alerus Investment Advisors
Minnesota
$2.8M -$9.76M -51,908 -78%
FMBTD
314
First Midwest Bank Trust Division
Illinois
$2.76M -$44.2K -235 -2%
BC
315
Brookfield Corp
Ontario, Canada
$2.73M -$207K -1,100 -7%
BO
316
BRR OpCo
Ohio
$2.71M -$38.4K -204 -1%
RIA
317
Regal Investment Advisors
Michigan
$2.7M -$803K -4,265 -23%
Bank of Nova Scotia
318
Bank of Nova Scotia
Ontario, Canada
$2.7M +$469K +2,494 +21%
AIP
319
Ameritas Investment Partners
Nebraska
$2.69M +$290K +1,542 +12%
VIA
320
Vantage Investment Advisors
Pennsylvania
$2.68M +$38.8K +206 +1%
PWLP
321
Prio Wealth Limited Partnership
Massachusetts
$2.66M +$80.9K +430 +3%
DG
322
Davidson & Garrard
Virginia
$2.64M -$246K -1,306 -9%
MTWSIF
323
Mivtachim The Workers Social Insurance Fund
Israel
$2.64M – – –
SC
324
SouthState Corp
Florida
$2.63M +$1.02M +5,436 +64%
OCM
325
One Capital Management
California
$2.6M +$2.6M +13,802 New
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