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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 %
BOTW
451
Bank of the West
California
$879K +$23.8K +121 +3%
PTC
452
Private Trust Company
Ohio
$856K -$313K -1,590 -27%
SCA
453
Stonebridge Capital Advisors
Minnesota
$844K +$183K +929 +28%
TSWM
454
Triangle Securities Wealth Management
North Carolina
$837K +$837K +4,250 New
ALA
455
Atherton Lane Advisers
California
$822K +$822K +4,173 New
FA
456
FCG Advisors
New Jersey
$821K +$232K +1,175 +39%
PC
457
Peavine Capital
Nevada
$800K -$20.3K -103 -2%
FIG
458
Fusion Investment Group
Pennsylvania
$786K -$34.1K -173 -4%
Carson Wealth (CWM LLC)
459
Carson Wealth (CWM LLC)
Nebraska
$780K +$136K +691 +21%
PPCM
460
Pillar Pacific Capital Management
California
$779K +$47.3K +240 +6%
RP
461
Riverbridge Partners
Minnesota
$778K +$296K +1,502 +61%
RG
462
Rathbones Group
United Kingdom
$775K – – –
AC
463
Alexandria Capital
Virginia
$773K – – –
KA
464
Kovack Advisors
Florida
$771K +$263K +1,334 +52%
RCM
465
Rotella Capital Management
Washington
$768K -$571K -2,900 -43%
BHTS
466
Bar Harbor Trust Services
Maine
$768K +$15.2K +77 +2%
TCOV
467
Trust Company of Vermont
Vermont
$765K +$15K +76 +2%
PFM
468
Parsec Financial Management
North Carolina
$759K +$9.85K +50 +1%
UR
469
USCA RIA
Texas
$750K +$34.7K +176 +5%
GIA
470
GHP Investment Advisors
Colorado
$742K -$19.5K -99 -3%
NFG
471
Nadler Financial Group
Illinois
$742K – – –
SAM
472
Shamrock Asset Management
Texas
$732K -$1.48M -7,497 -67%
CRC
473
Curi RMB Capital
Illinois
$727K – – –
JIR
474
James Investment Research
Ohio
$726K – – –
SNT
475
Security National Trust
West Virginia
$706K +$19.7K +100 +3%
17 18
19
20 21