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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 %
HC
401
HHG & Company
Connecticut
$1.22M +$82.7K +440 +7%
EAM
402
Evanson Asset Management
California
$1.16M -$27.5K -146 -2%
GLA
403
Great Lakes Advisors
Illinois
$1.14M -$217K -1,155 -16%
GAM
404
Gemmer Asset Management
California
$1.13M +$1.13M +6,014 New
PTC
405
Private Trust Company
Ohio
$1.12M +$195K +1,036 +21%
CTA
406
Chesley Taft & Associates
Illinois
$1.1M -$49.9K -265 -4%
CCM
407
Coe Capital Management
Illinois
$1.1M – – –
HT
408
Hefren-Tillotson
Pennsylvania
$1.09M +$609K +3,238 +126%
LC
409
Lilley & Co
Michigan
$1.09M +$143K +760 +15%
CLOS
410
Compagnie Lombard Odier SCmA
Switzerland
$1.08M -$282K -1,500 -21%
MM
411
Meridian Management
Arkansas
$1.07M – – –
WA
412
WFG Advisors
Texas
$1.06M -$747K -3,972 -41%
CL
413
CIM LLC
New York
$1.05M -$286K -1,518 -21%
BC
414
Bartlett & Co
Ohio
$1.04M -$179K -950 -15%
AAM
415
Autus Asset Management
Arizona
$1.03M +$16.6K +88 +2%
First Manhattan
416
First Manhattan
New York
$1.03M -$49.5K -263 -5%
IAS
417
IMA Advisory Services
Colorado
$1.02M – – –
SWA
418
SFMG Wealth Advisors
Texas
$1.01M +$188 +1 +0%
RJT
419
Raymond James Trust
Florida
$999K -$123K -652 -11%
AMG
420
Asset Management Group
Connecticut
$996K – – –
NPIT
421
National Penn Investors Trust
Pennsylvania
$976K +$461K +2,450 +90%
NAM
422
NTV Asset Management
West Virginia
$971K – – –
PL
423
Plancorp LLC
Missouri
$962K +$552K +2,963 +135%
SAM
424
Summit Asset Management
Tennessee
$941K – – –
JIC
425
Joel Isaacson & Co
New York
$929K +$402K +2,135 +76%
15 16
17
18 19