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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.

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 %
HL
476
HeadInvest LLC
Maine
$563K -$31.9K -172 -5%
B
477
Bailard
California
$550K +$18.6K +100 +3%
EK
478
Evensky & Katz
Florida
$548K +$5.38K +29 +1%
ZF
479
Zhang Financial
Michigan
$529K – – –
JIC
480
Joel Isaacson & Co
New York
$521K +$521K +2,805 New
CTC
481
Central Trust Company
Missouri
$511K -$29.3K -158 -5%
NPIT
482
National Penn Investors Trust
Pennsylvania
$508K -$107K -578 -17%
ASN
483
Advisory Services Network
Georgia
$478K +$478K +2,576 New
HT
484
Hefren-Tillotson
Pennsylvania
$478K +$478K +2,578 New
CD
485
Carl Domino
Florida
$477K +$149K +800 +45%
VFAM
486
Valley Forge Asset Management
Pennsylvania
$475K – – –
CCT
487
Chemung Canal Trust
New York
$470K – – –
KIA
488
KCM Investment Advisors
California
$462K – – –
TNB
489
Thomasville National Bank
Georgia
$452K -$4.64K -25 -1%
KA
490
Kovack Advisors
Florida
$452K -$2.6K -14 -0.6%
SFM
491
Signature Financial Management
Virginia
$447K – – –
KAM
492
Keeley Asset Management
Illinois
$444K +$37.2K +200 +9%
Jane Street
493
Jane Street
New York
$443K -$225K -1,212 -34%
Thrivent Financial for Lutherans
494
Thrivent Financial for Lutherans
Minnesota
$442K -$27.3K -147 -6%
EB
495
Eastern Bank
Massachusetts
$431K +$55.7K +300 +15%
PGFC
496
Peapack-Gladstone Financial Corp
New Jersey
$418K -$1.49K -8 -0.4%
EWM
497
Evermay Wealth Management
Virginia
$415K +$415K +2,235 New
MG
498
Mather Group
Illinois
$411K +$411K +2,214 New
OA
499
Outfitter Advisors
Virginia
$411K +$411K +2,215 New
PL
500
Plancorp LLC
Missouri
$408K +$408K +2,200 New
18 19
20
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