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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
$432M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$290M
4
Nomura Holdings
Nomura Holdings
Japan
$197M
5
BJ
BlackRock Japan
Japan
$302M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$1.22B
2
Citigroup
Citigroup
New York
$17.9M
3
PPFA
Provida Pension Fund Administrator
Chile
$589M
4
AA
ALPS Advisors
Colorado
$21.3M
5
Goldman Sachs
Goldman Sachs
New York
$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
501
Partnervest Advisory Services
California
$557K +$219K +1,109 +65%
B
502
Bailard
California
$549K -$34.5K -175 -6%
CDIA
503
Capital Directions Investment Advisors
Georgia
$537K -$172K -873 -24%
CD
504
Carl Domino
Florida
$533K +$68.4K +347 +15%
AT
505
Arden Trust
Delaware
$531K – – –
EK
506
Evensky & Katz
Florida
$521K -$6.89K -35 -1%
RWM
507
RKL Wealth Management
Pennsylvania
$520K +$591 +3 +0.1%
KIA
508
KCM Investment Advisors
California
$510K – – –
CCT
509
Chemung Canal Trust
New York
$503K +$4.92K +25 +1%
DDPIC
510
Deroy & Devereaux Private Investment Counsel
Michigan
$502K +$502K +2,550 New
DBT
511
Dubuque Bank & Trust
Iowa
$501K – – –
FHC
512
First Heartland Consultants
Missouri
$500K +$500K +2,539 New
HCM
513
HM Capital Management
Missouri
$490K -$94.5K -479 -16%
EWM
514
Evermay Wealth Management
Virginia
$479K – – –
BPBT
515
Boston Private Bank & Trust
Massachusetts
$478K -$10.4K -53 -2%
SFM
516
Signature Financial Management
Virginia
$474K – – –
TNB
517
Thomasville National Bank
Georgia
$472K -$15.6K -79 -3%
MCM
518
McRae Capital Management
New Jersey
$470K +$114K +580 +32%
BFC
519
Blue Fin Capital
Rhode Island
$469K – – –
Thrivent Financial for Lutherans
520
Thrivent Financial for Lutherans
Minnesota
$465K +$14.8K +75 +3%
PA
521
Parkside Advisors
California
$459K -$74.7K -379 -14%
AWS
522
Aris Wealth Services
Pennsylvania
$452K -$986K -5,001 -69%
EVM
523
Eaton Vance Management
Massachusetts
$448K +$197 +1 +0%
CFB
524
Cullen/Frost Bankers
Texas
$447K +$24.5K +124 +6%
PGFC
525
Peapack-Gladstone Financial Corp
New Jersey
$442K -$1.97K -10 -0.4%
19 20
21
22 23