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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 %
BCM
476
Brookmont Capital Management
Texas
$703K -$21.5K -109 -3%
EWA
477
Exencial Wealth Advisors
Oklahoma
$703K – – –
CLOS
478
Compagnie Lombard Odier SCmA
Switzerland
$696K -$436K -2,215 -39%
MPI
479
Mairs & Power Inc
Minnesota
$690K -$591K -3,000 -46%
SWM
480
SVA Wealth Management
Wisconsin
$687K – – –
CA
481
Capital Advantage
California
$668K -$263K -1,336 -28%
PIA
482
Peachtree Investment Advisors
Georgia
$666K +$2.96K +15 +0.4%
BSW
483
Buckingham Strategic Wealth
Missouri
$658K – – –
MWR
484
McAdams Wright Ragen
Washington
$650K +$24.6K +125 +4%
TF
485
Tompkins Financial
New York
$650K +$561K +2,847 +633%
BAS
486
Brown Advisory Securities
Maryland
$649K +$7.08K +36 +1%
SFSG
487
Stearns Financial Services Group
North Carolina
$648K +$9.06K +46 +1%
KTC
488
Kistler-Tiffany Companies
Pennsylvania
$644K – – –
ZF
489
Zhang Financial
Michigan
$644K +$82.3K +418 +15%
LOCC
490
Lombard Odier & Cie (Canada)
Quebec, Canada
$640K +$118K +599 +23%
PWM
491
ParenteBeard Wealth Management
Pennsylvania
$626K – – –
CTC
492
Central Trust Company
Missouri
$613K -$9.86K -50 -2%
S
493
SignatureFD
Georgia
$613K +$132K +670 +27%
CBN
494
Cadence Bank NA
Texas
$612K -$12.4K -63 -2%
FGP
495
Foyston, Gordon, & Payne
Ontario, Canada
$611K – – –
HL
496
HeadInvest LLC
Maine
$587K -$9.84K -50 -2%
ACP
497
Aviance Capital Partners
Florida
$581K +$41.5K +211 +8%
EWM
498
Empirical Wealth Management
Washington
$581K +$335K +1,701 +137%
ATC
499
Argent Trust Company
Louisiana
$569K +$569K +2,890 New
GP
500
Girard Partners
Pennsylvania
$560K -$4.53K -23 -0.8%
18 19
20
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