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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
$1.49B
3
Goldman Sachs
Goldman Sachs
New York
$519M
4
Citigroup
Citigroup
New York
$384M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$495M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$23.7M
2
MB
MUFG Bank
Japan
$297M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$204M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$544M
5
SMM
Stadion Money Management
Georgia
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
376
Evercore Wealth Management
New York
$1.48M -$1.99M -10,730 -57%
OCG
377
Opus Capital Group
Ohio
$1.46M -$26.9K -145 -2%
CCM
378
Cohen Capital Management
California
$1.42M -$35.1K -189 -2%
HCC
379
Hirtle Callaghan & Co
Pennsylvania
$1.41M – – –
GA
380
Geneva Advisors
Illinois
$1.39M +$356K +1,916 +34%
DT
381
Diversified Trust
Tennessee
$1.39M +$414K +2,230 +42%
PFBT
382
Parkside Financial Bank & Trust
Missouri
$1.37M +$295K +1,590 +28%
CLOS
383
Compagnie Lombard Odier SCmA
Switzerland
$1.35M +$1.35M +7,251 New
GLA
384
Great Lakes Advisors
Illinois
$1.34M +$977K +5,262 +271%
LCOV
385
London Company of Virginia
Virginia
$1.33M +$1.33M +7,171 New
TT
386
Tower Trust
Indiana
$1.32M -$42.5K -229 -3%
CL
387
CIM LLC
New York
$1.32M +$245K +1,321 +23%
WI
388
Wedgewood Investors
Pennsylvania
$1.3M -$515K -2,776 -28%
FIG
389
Fusion Investment Group
Pennsylvania
$1.3M +$1.3M +6,974 New
1IA
390
1834 Investment Advisors
Wisconsin
$1.29M +$102K +552 +9%
JWM
391
Jacobus Wealth Management
Wisconsin
$1.29M +$11.1K +60 +0.9%
ANB
392
Amarillo National Bank
Texas
$1.27M +$108K +584 +9%
PRA
393
Parametric Risk Advisors
Connecticut
$1.25M -$11.5K -62 -0.9%
DC
394
Davenport & Co
Virginia
$1.23M +$534K +2,875 +76%
SFA
395
Sequoia Financial Advisors
Ohio
$1.23M +$1.23M +6,612 New
SYBT
396
Stock Yards Bank & Trust
Kentucky
$1.21M -$2.78K -15 -0.2%
BC
397
Bartlett & Co
Ohio
$1.21M – – –
EAM
398
Evanson Asset Management
California
$1.17M +$1.17M +6,312 New
ACM
399
Aviance Capital Management
Florida
$1.17M -$104K -561 -8%
ICOA
400
Investment Centers of America
North Dakota
$1.16M -$2.73M -16,079 -70%
14 15
16
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