IVV icon

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 %
BC
426
Bartlett & Co
Ohio
$1.09M – – –
NAM
427
NTV Asset Management
West Virginia
$1.09M +$70.1K +356 +7%
SWA
428
SFMG Wealth Advisors
Texas
$1.08M +$22.7K +115 +2%
First Manhattan
429
First Manhattan
New York
$1.08M – – –
IAS
430
IMA Advisory Services
Colorado
$1.07M – – –
CCM
431
Coldstream Capital Management
Washington
$1.07M +$203K +1,029 +23%
AMG
432
Asset Management Group
Connecticut
$1.05M +$4.73K +24 +0.5%
NPIT
433
National Penn Investors Trust
Pennsylvania
$1.04M +$23K +117 +2%
RJT
434
Raymond James Trust
Florida
$1.04M -$4.14K -21 -0.4%
BBPWM
435
Blue Bell Private Wealth Management
Pennsylvania
$1.04M +$197K +1,000 +23%
KAM
436
Keeley Asset Management
Illinois
$1.02M +$240K +1,220 +31%
VNIM
437
Vaughan Nelson Investment Management
Texas
$1.02M -$291K -1,475 -22%
PFO
438
Pathstone Family Office
New Jersey
$975K +$55K +279 +6%
JIC
439
Joel Isaacson & Co
New York
$973K – – –
FF
440
Friedenthal Financial
New Jersey
$966K -$8.25M -41,856 -90%
AAM
441
Aureus Asset Management
Massachusetts
$965K +$276K +1,400 +40%
SAM
442
Summit Asset Management
Tennessee
$960K -$25.4K -129 -3%
PR
443
Payden & Rygel
California
$958K +$958K +4,861 New
RC
444
RegentAtlantic Capital
New Jersey
$944K +$80.6K +409 +9%
CL
445
CIM LLC
New York
$943K -$156K -792 -14%
MIAN
446
Mariner Independent Advisor Network
Kansas
$920K +$920K +4,668 New
WPC
447
Waters Parkerson & Co
Louisiana
$918K -$2.95K -15 -0.3%
AMM
448
American Money Management
California
$908K +$53.6K +272 +6%
GAM
449
Gemmer Asset Management
California
$907K -$278K -1,411 -23%
KWILP
450
Kiwi Wealth Investments Limited Partnership
New Zealand
$900K -$45.5K -231 -5%
16 17
18
19 20