IVV icon

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 %
BOS
426
Bank of Stockton
California
$903K – – –
KWILP
427
Kiwi Wealth Investments Limited Partnership
New Zealand
$903K +$43.4K +231 +5%
CA
428
Capital Advantage
California
$889K +$180K +955 +25%
WB
429
WesBanco Bank
West Virginia
$882K -$244K -1,300 -22%
WPC
430
Waters Parkerson & Co
Louisiana
$880K +$29K +154 +3%
PFO
431
Pathstone Family Office
New Jersey
$878K +$586K +3,115 +201%
Two Sigma Advisers
432
Two Sigma Advisers
New York
$867K -$3.35M -17,790 -79%
UOC
433
UBS O'Connor
Illinois
$847K +$847K +4,500 New
CCM
434
Coldstream Capital Management
Washington
$828K -$41.2K -219 -5%
RC
435
RegentAtlantic Capital
New Jersey
$825K +$27.3K +145 +3%
BOTW
436
Bank of the West
California
$817K -$131K -695 -14%
AMM
437
American Money Management
California
$816K -$49.5K -263 -6%
PP
438
Patten & Patten
Tennessee
$808K -$9.41K -50 -1%
BBPWM
439
Blue Bell Private Wealth Management
Pennsylvania
$801K – – –
PC
440
Peavine Capital
Nevada
$784K -$31.2K -166 -4%
FIG
441
Fusion Investment Group
Pennsylvania
$783K -$529K -2,812 -40%
KAM
442
Keeley Asset Management
Illinois
$744K +$294K +1,565 +65%
RG
443
Rathbones Group
United Kingdom
$740K +$740K +3,935 New
AC
444
Alexandria Capital
Virginia
$738K -$99.5K -529 -12%
GIA
445
GHP Investment Advisors
Colorado
$728K +$2.07K +11 +0.3%
CNC
446
Citizens & Northern Corp
Pennsylvania
$720K -$208K -1,105 -22%
BHTS
447
Bar Harbor Trust Services
Maine
$719K – – –
PFM
448
Parsec Financial Management
North Carolina
$716K -$19.8K -105 -3%
TCOV
449
Trust Company of Vermont
Vermont
$716K +$40.8K +217 +6%
NFG
450
Nadler Financial Group
Illinois
$709K – – –
16 17
18
19 20