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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

649 hedge funds and large institutions have $27.1B invested in iShares Core S&P 500 ETF in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 271 increasing their positions, 223 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+14
Holders Change %
+2.2%
% of All Funds
18.76%
Holding in Top 10
161
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.62%
% of All Funds
4.65%
New
54
Increased
271
Reduced
223
Closed
35
Calls
$34.8M
Puts
$8.54M
Net Calls
+$26.2M
Net Calls Change
+$36.2M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
+$327M
2
PPFA
Provida Pension Fund Administrator
Chile
+$303M
3
AC
Allstate Corporation
Illinois
+$267M
4
GHF
Good Harbor Financial
Illinois
+$173M
5
NLI
Nippon Life Insurance
Japan
+$113M

Top Sellers

1
BlackRock
BlackRock
New York
-$484M
2
Bank of America
Bank of America
North Carolina
-$376M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$364M
4
SMM
Stadion Money Management
Georgia
-$256M
5
BG
BlackRock Group
United Kingdom
-$229M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
476
FCG Advisors
New Jersey
$562K +$271K +1,441 +93%
HCM
477
HM Capital Management
Missouri
$557K -$39.9K -212 -7%
B
478
Bailard
California
$557K – – –
GP
479
Girard Partners
Pennsylvania
$539K -$380K -2,022 -41%
ZF
480
Zhang Financial
Michigan
$536K – – –
ACP
481
Aviance Capital Partners
Florida
$516K +$516K +2,740 New
SCM
482
Sterneck Capital Management
Missouri
$514K -$452K -2,400 -47%
PA
483
Parkside Advisors
California
$510K -$138K -732 -21%
AT
484
Arden Trust
Delaware
$507K -$139K -740 -22%
UBS AM
485
UBS AM
Illinois
$499K -$3.72M -19,750 -88%
LOCC
486
Lombard Odier & Cie (Canada)
Quebec, Canada
$499K +$424K +2,250 +563%
RWM
487
RKL Wealth Management
Pennsylvania
$496K +$496K +2,635 New
HAIM
488
Hunter Associates Investment Management
Pennsylvania
$488K -$188K -1,000 -28%
KIA
489
KCM Investment Advisors
California
$487K +$19.2K +102 +4%
DBT
490
Dubuque Bank & Trust
Iowa
$478K +$137K +728 +40%
CCT
491
Chemung Canal Trust
New York
$476K – – –
EK
492
Evensky & Katz
Florida
$469K -$48.3K -276 -9%
BPBT
493
Boston Private Bank & Trust
Massachusetts
$466K +$303K +1,613 +186%
TNB
494
Thomasville National Bank
Georgia
$465K +$7.71K +41 +2%
KA
495
Kovack Advisors
Florida
$462K +$26K +145 +6%
RP
496
Riverbridge Partners
Minnesota
$460K -$1.53M -8,151 -77%
S
497
SignatureFD
Georgia
$460K +$381K +2,024 +483%
EWM
498
Evermay Wealth Management
Virginia
$458K +$37.4K +199 +9%
SFM
499
Signature Financial Management
Virginia
$454K – – –
BFC
500
Blue Fin Capital
Rhode Island
$448K +$56.5K +300 +14%
18 19
20
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