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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 %
WRM
401
Westport Resources Management
Connecticut
$1.15M +$67.8K +365 +6%
CTA
402
Chesley Taft & Associates
Illinois
$1.13M +$9.29K +50 +0.8%
HC
403
HHG & Company
Connecticut
$1.12M +$1.11K +6 +0.1%
WB
404
WesBanco Bank
West Virginia
$1.11M +$241K +1,300 +28%
SAM
405
Shamrock Asset Management
Texas
$1.11M +$1.11M +5,985 New
RJT
406
Raymond James Trust
Florida
$1.11M -$475K -2,557 -30%
JT
407
Jump Trading
Illinois
$1.1M +$1.1M +5,944 New
HH
408
Hilltop Holdings
Texas
$1.1M +$1.1M +5,947 New
CIBC World Market
409
CIBC World Market
Ontario, Canada
$1.1M +$664K +3,576 +154%
CCM
410
Coe Capital Management
Illinois
$1.08M +$77.1K +415 +8%
First Manhattan
411
First Manhattan
New York
$1.06M +$902K +4,863 +562%
TCM
412
Telos Capital Management
California
$1.06M +$175K +945 +20%
BAM
413
Boyar Asset Management
New York
$1.06M +$499K +2,688 +90%
MM
414
Meridian Management
Arkansas
$1.05M -$13.6K -73 -1%
ZTNA
415
Zions Trust National Association
Utah
$1.03M +$371 +2 +0%
IAS
416
IMA Advisory Services
Colorado
$1.01M – – –
AAM
417
Autus Asset Management
Arizona
$1M -$7.24K -39 -0.7%
SWA
418
SFMG Wealth Advisors
Texas
$997K -$41.6K -224 -4%
AMG
419
Asset Management Group
Connecticut
$982K +$9.84K +53 +1%
NAM
420
NTV Asset Management
West Virginia
$958K +$371 +2 +0%
SCM
421
Sterneck Capital Management
Missouri
$952K – – –
CCM
422
Chinook Capital Management
Oregon
$947K – – –
BOTW
423
Bank of the West
California
$935K -$256K -1,381 -22%
LC
424
Lilley & Co
Michigan
$931K +$72.4K +390 +8%
SAM
425
Summit Asset Management
Tennessee
$928K -$199K -1,070 -18%
15 16
17
18 19