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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
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 Holding Trade Value Shares
Change 		Shares
Change %
MA
501
MCF Advisors
Kentucky
$407K +$2.26K +12 +0.6%
TH
502
TCTC Holdings
Texas
$406K -$37.2K -200 -8%
CIC
503
Cornercap Investment Counsel
Georgia
$397K – – –
CCM
504
Carlson Capital Management
Minnesota
$395K – – –
BFC
505
Blue Fin Capital
Rhode Island
$386K +$386K +2,080 New
LNC
506
Lincoln National Corp
Pennsylvania
$384K +$384K +2,061 New
GHAM
507
Gilman Hill Asset Management
Connecticut
$371K – – –
SFSG
508
Stearns Financial Services Group
North Carolina
$368K -$29K -156 -7%
LDB
509
Lee, Danner & Bass
Tennessee
$367K -$83.6K -450 -19%
GIA
510
Guyasuta Investment Advisors
Pennsylvania
$351K -$37.3K -201 -10%
RAM
511
Riggs Asset Management
Pennsylvania
$350K +$350K +1,884 New
DBT
512
Dubuque Bank & Trust
Iowa
$337K – – –
PO
513
Private Ocean
California
$337K +$337K +1,813 New
RCM
514
Rotella Capital Management
Washington
$334K -$965K -5,200 -74%
HCM
515
Harvey Capital Management
Florida
$334K -$27.8K -150 -8%
KIA
516
King Investment Advisors
Texas
$334K +$90.9K +490 +37%
BRM
517
Boston Research & Management
Massachusetts
$332K +$332K +1,790 New
NRS
518
Neville Rodie & Shaw
New York
$331K -$2.23K -12 -0.7%
FDCC
519
Foster Dykema Cabot & Co
Massachusetts
$329K +$101K +545 +44%
SCM
520
Sterling Capital Management
North Carolina
$326K – – –
BO
521
Bank OZK
Arkansas
$324K -$73.5K -396 -18%
CBT
522
Central Bank & Trust
Kentucky
$322K -$10.8K -58 -3%
BHBT
523
Burke & Herbert Bank & Trust
Virginia
$321K – – –
CAM
524
Carret Asset Management
New York
$319K -$4.64K -25 -1%
HSA
525
HBK Sorce Advisory
Pennsylvania
$314K – – –
19 20
21
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