IVV icon

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 %
BCM
451
Brookmont Capital Management
Texas
$687K -$2.78K -15 -0.4%
CRC
452
Curi RMB Capital
Illinois
$685K – – –
JIR
453
James Investment Research
Ohio
$684K – – –
PWM
454
ParenteBeard Wealth Management
Pennsylvania
$677K +$41.4K +223 +7%
HAIM
455
Hunter Associates Investment Management
Pennsylvania
$667K – – –
TCOV
456
Trust Company of Vermont
Vermont
$667K +$1.86K +10 +0.3%
EWA
457
Exencial Wealth Advisors
Oklahoma
$657K -$13.7K -74 -2%
Robeco Institutional Asset Management
458
Robeco Institutional Asset Management
Netherlands
$650K -$618K -3,332 -49%
AAM
459
Aureus Asset Management
Massachusetts
$650K -$36.2K -195 -5%
SNT
460
Security National Trust
West Virginia
$650K – – –
PA
461
Parkside Advisors
California
$639K +$639K +3,441 New
AT
462
Arden Trust
Delaware
$638K +$638K +3,435 New
BSW
463
Buckingham Strategic Wealth
Missouri
$633K -$141K -761 -18%
PIA
464
Peachtree Investment Advisors
Georgia
$625K +$625K +3,365 New
SCA
465
Stonebridge Capital Advisors
Minnesota
$623K +$623K +3,354 New
AIM
466
Aspen Investment Management
Michigan
$617K +$617K +3,326 New
BAS
467
Brown Advisory Securities
Maryland
$616K +$70.9K +382 +13%
WSA
468
Willow Street Advisors
Florida
$610K +$27.8K +150 +5%
SWM
469
SVA Wealth Management
Wisconsin
$609K +$609K +3,281 New
KTC
470
Kistler-Tiffany Companies
Pennsylvania
$607K -$2.23K -12 -0.4%
HCM
471
HM Capital Management
Missouri
$590K +$9.29K +50 +2%
UR
472
USCA RIA
Texas
$587K +$22.7K +122 +4%
CBN
473
Cadence Bank NA
Texas
$580K +$155K +834 +36%
FGP
474
Foyston, Gordon, & Payne
Ontario, Canada
$576K – – –
FAAM
475
First Allied Asset Management
California
$566K +$566K +3,057 New
17 18
19
20 21