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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 %
BCMO
326
Buckingham Capital Management (Ohio)
Ohio
$2.34M -$109K -587 -4%
CS
327
Comerica Securities
Michigan
$2.34M -$389K -2,095 -14%
WCM
328
Wealthcare Capital Management
Virginia
$2.33M -$90.8K -489 -4%
Jennison Associates
329
Jennison Associates
New York
$2.31M +$392K +2,112 +20%
FPTW
330
Franklin, Parlapiano, Turner & Welch
Texas
$2.26M -$241K -1,300 -10%
JIP
331
Jaffetilchin Investment Partners
Florida
$2.25M -$908K -4,892 -29%
Carson Wealth (CWM LLC)
332
Carson Wealth (CWM LLC)
Nebraska
$2.23M -$1.43M -7,724 -39%
TNBTD
333
Trustmark National Bank Trust Department
Mississippi
$2.22M -$90.4K -487 -4%
Bank of Nova Scotia
334
Bank of Nova Scotia
Ontario, Canada
$2.19M +$619K +3,346 +39%
HW
335
Hancock Whitney
Mississippi
$2.18M -$3.71K -20 -0.2%
MBT
336
Montecito Bank & Trust
California
$2.17M +$716K +3,858 +49%
WA
337
WealthTrust-Arizona
Arizona
$2.17M -$265K -1,427 -11%
State Street
338
State Street
Massachusetts
$2.17M +$581K +3,129 +37%
PAG
339
Private Advisor Group
New Jersey
$2.13M +$2.13M +11,465 New
LFG
340
LifePlan Financial Group
Ohio
$2.12M -$10.2M -54,724 -83%
CFA
341
Carroll Financial Associates
North Carolina
$2.11M +$415K +2,236 +24%
PFG
342
Pacific Financial Group
Washington
$2.1M +$108K +581 +5%
GAG
343
GM Advisory Group
New York
$2.09M +$2.09M +11,233 New
CIC
344
Carnegie Investment Counsel
Ohio
$2.07M -$13K -70 -0.6%
NIC
345
Northwest Investment Counselors
Oregon
$2.07M -$458K -2,465 -18%
AA
346
Ancora Advisors
Ohio
$2.04M +$107K +577 +6%
RPGK
347
Retirement Planning Group (Kansas)
Kansas
$2.02M -$841K -4,531 -29%
PSUF
348
People's United Financial
Connecticut
$2.02M +$123K +662 +6%
CAL
349
Capital Analysts LLC
Pennsylvania
$2M +$646K +3,479 +48%
STB
350
S&T Bank
Pennsylvania
$2M – – –
12 13
14
15 16