IVV icon

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 %
CIC
351
Carnegie Investment Counsel
Ohio
$2.09M -$6.96K -37 -0.3%
GAG
352
GM Advisory Group
New York
$2.06M -$51.2K -272 -2%
AA
353
Ancora Advisors
Ohio
$2.06M -$4.89K -26 -0.2%
CCM
354
Condor Capital Management
New Jersey
$2.06M +$62.8K +334 +3%
RPGK
355
Retirement Planning Group (Kansas)
Kansas
$2.02M -$29.7K -158 -1%
STB
356
S&T Bank
Pennsylvania
$2.01M -$16.8K -89 -0.8%
NIC
357
Northwest Investment Counselors
Oregon
$1.98M -$118K -625 -6%
TNBTD
358
Trustmark National Bank Trust Department
Mississippi
$1.97M -$280K -1,488 -12%
NCM
359
Novare Capital Management
North Carolina
$1.93M -$28.2K -150 -1%
BCMO
360
Buckingham Capital Management (Ohio)
Ohio
$1.91M -$464K -2,465 -20%
JIP
361
Jaffetilchin Investment Partners
Florida
$1.91M -$372K -1,975 -16%
GA
362
Geller Advisors
New York
$1.9M – – –
CONA
363
Capital One National Association
New York
$1.9M +$31K +165 +2%
HPBT
364
High Point Bank & Trust
North Carolina
$1.89M – – –
LIM
365
Leavell Investment Management
Alabama
$1.85M +$103K +550 +6%
LNC
366
Lincoln National Corp
Pennsylvania
$1.84M +$1.45M +7,698 +374%
PMFA
367
Plante Moran Financial Advisors
Michigan
$1.83M +$37.3K +198 +2%
OI
368
Oakbrook Investments
Illinois
$1.83M +$1.83M +9,700 New
FNT
369
First National Trust
Pennsylvania
$1.82M +$125K +665 +7%
ZTNA
370
Zions Trust National Association
Utah
$1.76M +$721K +3,835 +69%
NSIM
371
North Star Investment Management
Illinois
$1.73M +$128K +680 +8%
William Blair & Company
372
William Blair & Company
Illinois
$1.69M -$60.6K -322 -3%
EWM
373
Evercore Wealth Management
New York
$1.67M +$178K +945 +12%
PFBT
374
Parkside Financial Bank & Trust
Missouri
$1.64M +$257K +1,367 +19%
FSC
375
Fiduciary Services Corp
Georgia
$1.63M +$29.2K +155 +2%
13 14
15
16 17