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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 %
CD
501
Carl Domino
Florida
$444K -$39.5K -210 -8%
TFA
502
Transamerica Financial Advisors
Florida
$442K +$157K +833 +55%
Thrivent Financial for Lutherans
503
Thrivent Financial for Lutherans
Minnesota
$431K -$17.5K -93 -4%
SBH
504
Segall Bryant & Hamill
Illinois
$430K -$273K -1,449 -39%
EVM
505
Eaton Vance Management
Massachusetts
$427K +$172K +916 +68%
PGFC
506
Peapack-Gladstone Financial Corp
New Jersey
$424K – – –
TH
507
TCTC Holdings
Texas
$420K +$9.4K +50 +2%
TT
508
Tower Trust
Indiana
$416K -$926K -4,921 -69%
MA
509
MCF Advisors
Kentucky
$407K – – –
CFB
510
Cullen/Frost Bankers
Texas
$403K +$403K +2,143 New
CIC
511
Cornercap Investment Counsel
Georgia
$402K – – –
CCM
512
Carlson Capital Management
Minnesota
$401K – – –
FAAM
513
First Allied Asset Management
California
$395K -$180K -957 -31%
OA
514
Outfitter Advisors
Virginia
$389K -$28.3K -150 -7%
RFS
515
Rockefeller Financial Services
New York
$385K +$294K +1,562 +321%
MHS
516
M Holdings Securities
Oregon
$383K +$83.7K +445 +28%
EB
517
Eastern Bank
Massachusetts
$381K -$56.5K -300 -13%
LWCFA
518
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$376K -$470K -2,500 -56%
GHAM
519
Gilman Hill Asset Management
Connecticut
$376K – – –
LDB
520
Lee, Danner & Bass
Tennessee
$372K – – –
AF
521
Allworth Financial
California
$363K +$363K +1,927 New
GIA
522
Guyasuta Investment Advisors
Pennsylvania
$355K – – –
PWW
523
Pettyjohn Wood & White
Virginia
$348K +$348K +1,848 New
ABC
524
Associated Banc-Corp
Wisconsin
$345K +$30.1K +160 +10%
MCM
525
McRae Capital Management
New Jersey
$340K +$37.7K +200 +12%
19 20
21
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