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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 %
SHWM
526
Smith & Howard Wealth Management
Georgia
$98K – – –
RFS
527
Rockefeller Financial Services
New York
$97K +$97K +574 New
S
528
SignatureFD
Georgia
$89K +$31K +184 +53%
WC
529
Whitnell & Co
Illinois
$82K – – –
QAM
530
QCI Asset Management
New York
$81K -$6.72K -40 -8%
TF
531
Tompkins Financial
New York
$80K – – –
WCM
532
Windsor Capital Management
Arizona
$58K – – –
AFC
533
AFT Forsyth & Company
Florida
$55K – – –
SAM
534
Solaris Asset Management
New York
$54K -$15.5K -92 -22%
VCM
535
Vigilant Capital Management
Maine
$51K – – –
BOK
536
Bank of Kentucky
Kentucky
$51K +$51K +300 New
HDIM
537
Hanson & Doremus Investment Management
Vermont
$42K – – –
MCM
538
Manchester Capital Management
Vermont
$41K – – –
FCT
539
Family Capital Trust
Massachusetts
$40K – – –
BFEC
540
Benjamin F. Edwards & Company
Missouri
$37K – – –
PVH
541
Psagot Value Holdings
Israel
$31K -$24.8K -148 -44%
FM
542
Forward Management
California
$30K – – –
MAM
543
Mizuho Asset Management
Japan
$30K +$30K +179 New
MIM
544
Macroview Investment Management
Maryland
$30K +$30K +180 New
TAIM
545
TD Ameritrade Investment Management
Nebraska
$24K +$24K +144 New
LIA
546
LS Investment Advisors
Michigan
$23K -$4.26K -25 -16%
EMA
547
Efficient Market Advisors
California
$20K – – –
IA
548
IndexIQ Advisors
New York
$14K -$7K -40 -33%
HHGA
549
Halbert Hargrove Global Advisors
California
$13K – – –
BWFA
550
Baltimore-Washington Financial Advisors
Maryland
$10K – – –
20 21
22
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