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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 %
CNC
426
Citizens & Northern Corp
Pennsylvania
$915K +$915K +4,931 New
PTC
427
Private Trust Company
Ohio
$909K -$257K -1,387 -22%
GP
428
Girard Partners
Pennsylvania
$908K +$908K +4,889 New
BOS
429
Bank of Stockton
California
$891K – – –
CDIA
430
Capital Directions Investment Advisors
Georgia
$873K -$103K -555 -11%
CCM
431
Coldstream Capital Management
Washington
$858K +$9.28K +50 +1%
AMM
432
American Money Management
California
$854K +$854K +4,601 New
KWILP
433
Kiwi Wealth Investments Limited Partnership
New Zealand
$848K +$848K +4,570 New
WPC
434
Waters Parkerson & Co
Louisiana
$840K +$16.9K +91 +2%
LWCFA
435
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$835K +$831K +4,480 +22,400%
AC
436
Alexandria Capital
Virginia
$827K – – –
PP
437
Patten & Patten
Tennessee
$807K -$64.4K -347 -7%
PC
438
Peavine Capital
Nevada
$804K +$804K +4,331 New
BBPWM
439
Blue Bell Private Wealth Management
Pennsylvania
$790K -$418K -2,250 -35%
TSWM
440
Triangle Securities Wealth Management
North Carolina
$789K – – –
RC
441
RegentAtlantic Capital
New Jersey
$787K -$21.9K -118 -3%
CWM
442
Calamos Wealth Management
Illinois
$776K +$776K +4,181 New
JWA
443
JFS Wealth Advisors
Pennsylvania
$728K +$93.7K +505 +15%
PFM
444
Parsec Financial Management
North Carolina
$726K +$14.3K +77 +2%
GIA
445
GHP Investment Advisors
Colorado
$716K +$557 +3 +0.1%
BHTS
446
Bar Harbor Trust Services
Maine
$709K – – –
NFG
447
Nadler Financial Group
Illinois
$700K – – –
CA
448
Capital Advantage
California
$700K +$700K +3,772 New
PPCM
449
Pillar Pacific Capital Management
California
$693K -$38.6K -208 -5%
SBH
450
Segall Bryant & Hamill
Illinois
$693K +$16.7K +90 +2%
16 17
18
19 20