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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

672 hedge funds and large institutions have $27.6B invested in iShares Core S&P 500 ETF in 2014 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 282 increasing their positions, 243 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+23
Holders Change %
+3.54%
% of All Funds
19.33%
Holding in Top 10
166
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.11%
% of All Funds
4.77%
New
50
Increased
282
Reduced
243
Closed
24
Calls
$36.5M
Puts
$16.8M
Net Calls
+$19.8M
Net Calls Change
-$6.46M

Top Buyers

1
Korea Investment Corp
Korea Investment Corp
South Korea
+$275M
2
MTB
Mizuho Trust & Banking
Japan
+$263M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$203M
4
Nomura Holdings
Nomura Holdings
Japan
+$195M
5
BJ
BlackRock Japan
Japan
+$184M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
-$1.34B
2
Citigroup
Citigroup
New York
-$195M
3
PPFA
Provida Pension Fund Administrator
Chile
-$136M
4
AA
ALPS Advisors
Colorado
-$135M
5
Goldman Sachs
Goldman Sachs
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
401
Diversified Trust
Tennessee
$1.48M +$1.48M +7,496 New
RCWMU
402
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.44M -$197K -1,000 -12%
SYBT
403
Stock Yards Bank & Trust
Kentucky
$1.38M +$43.9K +223 +3%
JWM
404
Jacobus Wealth Management
Wisconsin
$1.38M +$15.2K +77 +1%
SCP
405
Syntal Capital Partners
Texas
$1.37M – – –
WRM
406
Westport Resources Management
Connecticut
$1.36M +$44.9K +228 +3%
WI
407
Wedgewood Investors
Pennsylvania
$1.35M -$27.6K -140 -2%
AAM
408
Autus Asset Management
Arizona
$1.35M +$266K +1,350 +25%
SFA
409
Sequoia Financial Advisors
Ohio
$1.3M – – –
PRA
410
Parametric Risk Advisors
Connecticut
$1.29M – – –
DC
411
Davenport & Co
Virginia
$1.29M -$36.1K -183 -3%
HC
412
HHG & Company
Connecticut
$1.27M +$984 +5 +0.1%
ASN
413
Advisory Services Network
Georgia
$1.27M +$662K +3,359 +109%
JT
414
Jump Trading
Illinois
$1.27M +$1.27M +6,443 New
GIM
415
Goelzer Investment Management
Indiana
$1.24M -$97.5K -495 -7%
BII
416
Bainco International Investors
Massachusetts
$1.22M +$1.22M +6,210 New
EP
417
Edgestream Partners
New Jersey
$1.18M +$1.18M +5,987 New
CCM
418
Coe Capital Management
Illinois
$1.16M +$12K +61 +1%
PMG
419
ProVise Management Group
Florida
$1.14M +$1.14M +5,809 New
EAM
420
Evanson Asset Management
California
$1.14M -$73.1K -371 -6%
GLA
421
Great Lakes Advisors
Illinois
$1.14M -$54.7K -278 -5%
CTA
422
Chesley Taft & Associates
Illinois
$1.13M -$17.7K -90 -2%
LC
423
Lilley & Co
Michigan
$1.13M -$3.94K -20 -0.3%
WA
424
WFG Advisors
Texas
$1.13M +$17.5K +89 +2%
MM
425
Meridian Management
Arkansas
$1.11M -$3.94K -20 -0.4%
15 16
17
18 19