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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 %
CCM
351
Condor Capital Management
New Jersey
$1.97M +$33.2K +179 +2%
RP
352
Riverbridge Partners
Minnesota
$1.97M +$1.51M +8,142 +332%
GW
353
GW & Wade
Massachusetts
$1.96M -$18.9K -102 -1%
NCM
354
Novare Capital Management
North Carolina
$1.93M -$13.9K -75 -0.7%
Sumitomo Mitsui Trust Group
355
Sumitomo Mitsui Trust Group
Japan
$1.93M +$533K +2,885 +38%
GAM
356
Gould Asset Management
California
$1.88M +$825K +4,445 +78%
GA
357
Geller Advisors
New York
$1.87M +$14.1K +76 +0.8%
HPBT
358
High Point Bank & Trust
North Carolina
$1.86M – – –
CONA
359
Capital One National Association
New York
$1.84M -$583K -3,140 -24%
WA
360
WFG Advisors
Texas
$1.78M -$303K -1,631 -15%
PMFA
361
Plante Moran Financial Advisors
Michigan
$1.76M -$46.2K -249 -3%
FHA
362
First Horizon Advisors
Tennessee
$1.73M +$1.58M +8,611 +1,111%
William Blair & Company
363
William Blair & Company
Illinois
$1.72M -$88.9K -479 -5%
LIM
364
Leavell Investment Management
Alabama
$1.72M +$557 +3 +0%
FNT
365
First National Trust
Pennsylvania
$1.67M -$59.6K -321 -3%
ICAS
366
Investors Capital Advisory Services
Massachusetts
$1.64M +$13.6K +73 +0.8%
T
367
TradeWorx
New Jersey
$1.6M +$1.6M +8,626 New
SC
368
SouthState Corp
Florida
$1.59M +$90.6K +488 +6%
PHS
369
Pekin Hardy Strauss
Illinois
$1.58M -$232K -1,250 -13%
NSIM
370
North Star Investment Management
Illinois
$1.58M +$31.6K +170 +2%
FSC
371
Fiduciary Services Corp
Georgia
$1.58M +$177K +952 +13%
WAM
372
Wood Asset Management
Florida
$1.56M -$234K -1,260 -13%
MPI
373
Mairs & Power Inc
Minnesota
$1.55M +$453K +2,438 +41%
GIM
374
Goelzer Investment Management
Indiana
$1.53M +$639K +3,441 +72%
PSI
375
Pinnacle Summer Investments
Virginia
$1.51M -$2.97K -16 -0.2%
13 14
15
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