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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.

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
1
Good Harbor Financial
Illinois
$2.24B
2
Bank of America
2
Bank of America
North Carolina
$1.49B
3
Goldman Sachs
3
Goldman Sachs
New York
$519M
4
Citigroup
4
Citigroup
New York
$384M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$495M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$23.7M
2
MB
2
MUFG Bank
Japan
$297M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$204M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$544M
5
SMM
5
Stadion Money Management
Georgia
$1.22B
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$204M 1,101,229 -394,681 -26%
Creative Planning
27
Creative Planning
Kansas
$204M 1,099,043 +372,897 +51%
AA
28
Alesco Advisors
New York
$196M 1,053,599 +81,802 +8%
Nomura Holdings
29
Nomura Holdings
Japan
$186M 1,005,723 -8,881 -0.9%
AC
30
Allstate Corporation
Illinois
$181M 975,000 +975,000 New
Bank of New York Mellon
31
Bank of New York Mellon
New York
$179M 962,197 +176,098 +22%
MTB
32
Mizuho Trust & Banking
Japan
$166M 895,491 +625,663 +232%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$160M 859,989 +94,724 +12%
U
34
UBS
Switzerland
$157M 847,892 +186,935 +28%
SB
35
Suntrust Banks
Georgia
$157M 846,204 -142,713 -14%
BDF
36
Balasa Dinverno & Foltz
$154M 829,191 +5,591 +0.7%
LPL Financial
37
LPL Financial
California
$149M 804,772 -18,454 -2%
HI
38
Horizon Investments
North Carolina
$149M 801,285 +482,437 +151%
Franklin Resources
39
Franklin Resources
California
$142M 765,291 +3,224 +0.4%
BIM
40
BlackRock Investment Management
Delaware
$140M 754,324 +33,861 +5%
AA
41
ALPS Advisors
Colorado
$133M 717,649 +57,510 +9%
Lazard Asset Management
42
Lazard Asset Management
New York
$130M 699,341 -1,959 -0.3%
PPA
43
Parametric Portfolio Associates
Washington
$127M 686,508 -9,354 -1%
SIM
44
Sentry Investment Management
Wisconsin
$126M 681,100 +5,900 +0.9%
JIC
45
Johnson Investment Counsel
Ohio
$123M 661,894 -1,856 -0.3%
PI
46
Placemark Investments
Illinois
$117M 631,954 +580,777 +1,135%
AL
47
Aspiriant LLC
California
$116M 627,348 +50,218 +9%
BIT
48
BlackRock Institutional Trust
California
$116M 624,667 +401,524 +180%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$113M 608,225 -16,667 -3%
JRP
50
Jasper Ridge Partners
California
$107M 576,204 +216,122 +60%
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