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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 %
ICAS
376
Investors Capital Advisory Services
Massachusetts
$1.61M -$45.3K -241 -3%
PHS
377
Pekin Hardy Strauss
Illinois
$1.61M – – –
TCM
378
Tuttle Capital Management
Connecticut
$1.59M +$1.59M +8,447 New
RCWMU
379
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.56M +$1.56M +8,309 New
PSI
380
Pinnacle Summer Investments
Virginia
$1.53M -$7.39K -39 -0.5%
1IA
381
1834 Investment Advisors
Wisconsin
$1.52M +$212K +1,124 +16%
BAM
382
Boyar Asset Management
New York
$1.49M +$414K +2,201 +39%
OCG
383
Opus Capital Group
Ohio
$1.48M – – –
CCM
384
Cohen Capital Management
California
$1.44M – – –
HCC
385
Hirtle Callaghan & Co
Pennsylvania
$1.43M – – –
GA
386
Geneva Advisors
Illinois
$1.4M -$18.3K -97 -1%
AWS
387
Aris Wealth Services
Pennsylvania
$1.37M +$1.37M +7,293 New
TCM
388
Telos Capital Management
California
$1.37M +$295K +1,570 +28%
WI
389
Wedgewood Investors
Pennsylvania
$1.32M – – –
JWM
390
Jacobus Wealth Management
Wisconsin
$1.31M – – –
RCM
391
Rotella Capital Management
Washington
$1.28M +$941K +5,000 +278%
SYBT
392
Stock Yards Bank & Trust
Kentucky
$1.28M +$49.1K +261 +4%
GIM
393
Goelzer Investment Management
Indiana
$1.27M -$273K -1,452 -18%
LFG
394
LifePlan Financial Group
Ohio
$1.27M -$876K -4,652 -41%
DC
395
Davenport & Co
Virginia
$1.27M +$18.8K +100 +2%
WRM
396
Westport Resources Management
Connecticut
$1.26M +$89.6K +476 +8%
VNIM
397
Vaughan Nelson Investment Management
Texas
$1.25M +$1.25M +6,635 New
SFA
398
Sequoia Financial Advisors
Ohio
$1.24M – – –
PRA
399
Parametric Risk Advisors
Connecticut
$1.24M -$31.6K -168 -2%
MPI
400
Mairs & Power Inc
Minnesota
$1.22M -$351K -1,868 -22%
14 15
16
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