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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

557 hedge funds and large institutions have $19.6B invested in iShares Core S&P 500 ETF in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 194 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+22
Holders Change %
+4.11%
% of All Funds
18.07%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
4.05%
New
57
Increased
216
Reduced
194
Closed
29
Calls
$69.3M
Puts
$52.2M
Net Calls
+$17.1M
Net Calls Change
-$3.51M

Top Buyers

1
MB
MUFG Bank
Japan
$360M
2
SMM
Stadion Money Management
Georgia
$1.16B
3
BlackRock
BlackRock
New York
$2.54B
4
Bank of America
Bank of America
North Carolina
$885M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$253M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$0
2
Bessemer Group
Bessemer Group
New Jersey
$2.5M
3
Wells Fargo
Wells Fargo
California
$1.22B
4
CBU
CIBC Bank USA
Illinois
$51M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
501
Banyan Partners
Florida
$220K +$220K +1,300 New
CCT
502
Country Club Trust
Missouri
$218K – – –
PAS
503
Partnervest Advisory Services
California
$218K +$200K +1,186 +1,140%
MIP
504
Marietta Investment Partners
Wisconsin
$216K – – –
VIMU
505
Veritas Investment Management (UK)
United Kingdom
$211K – – –
CASB
506
Cape Ann Savings Bank
Massachusetts
$210K +$210K +1,246 New
FDCC
507
Foster Dykema Cabot & Co
Massachusetts
$208K +$208K +1,229 New
MM
508
Main Management
California
$206K -$42.3K -250 -17%
BFO
509
Boston Family Office
Massachusetts
$205K +$205K +1,212 New
TC
510
Telemus Capital
Michigan
$205K +$205K +1,215 New
CA
511
Commerzbank Aktiengesellschaft
Germany
$200K +$200K +1,185 New
FWC
512
First Washington Corp
Washington
$186K – – –
AWMS
513
Advocacy Wealth Management Services
Georgia
$178K -$270K -1,600 -60%
JFA
514
JNBA Financial Advisors
Minnesota
$173K +$13.8K +82 +9%
AA
515
AlphaMark Advisors
Kentucky
$156K +$116K +690 +295%
BPBT
516
Boston Private Bank & Trust
Massachusetts
$146K – – –
First Manhattan
517
First Manhattan
New York
$146K +$5.91K +35 +4%
NES
518
New England Securities
New York
$144K +$23K +136 +19%
TCM
519
TD Capital Management
Tennessee
$142K +$50.7K +299 +55%
Toronto Dominion Bank
520
Toronto Dominion Bank
Ontario, Canada
$135K – – –
RFA
521
Reilly Financial Advisors
California
$133K – – –
FHA
522
First Horizon Advisors
Tennessee
$130K +$130K +775 New
1IC
523
1919 Investment Counsel
Maryland
$127K +$8.46K +50 +7%
Manulife (Manufacturers Life Insurance)
524
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116K +$2.59K +15,310 +2%
JFGIW
525
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$105K -$1.69K -10 -2%
19 20
21
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