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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 %
ABC
526
Associated Banc-Corp
Wisconsin
$311K -$82.8K -446 -21%
VCM
527
Violich Capital Management
California
$309K +$26.9K +145 +10%
SFG
528
Sage Financial Group
Pennsylvania
$304K +$304K +1,636 New
MCWS
529
McKinley Carter Wealth Services
West Virginia
$299K – – –
MCM
530
McRae Capital Management
New Jersey
$298K +$53.6K +289 +22%
MCM
531
Maple Capital Management
Vermont
$297K – – –
CC
532
Cadinha & Co
Hawaii
$296K +$296K +1,596 New
MHS
533
M Holdings Securities
Oregon
$295K +$295K +1,591 New
FFSOTS
534
Fiduciary Financial Services of The Southwest
Texas
$292K – – –
WPC
535
White Pine Capital
Minnesota
$291K -$8.36K -45 -3%
FBA
536
Front Barnett Associates
Illinois
$290K -$2.79K -15 -1%
CK
537
Carnick & Kubik
Colorado
$290K +$36.6K +197 +14%
FA
538
FCG Advisors
New Jersey
$288K -$40.5K -218 -12%
Fisher Asset Management
539
Fisher Asset Management
Washington
$288K +$288K +1,552 New
PFO
540
Pathstone Family Office
New Jersey
$287K +$28.5K +154 +11%
CCT
541
Capital City Trust
Florida
$285K – – –
WF
542
Welch & Forbes
Massachusetts
$282K -$928 -5 -0.3%
TFA
543
Transamerica Financial Advisors
Florida
$281K -$110K -592 -28%
WA
544
Winfield Associates
Ohio
$280K +$280K +1,506 New
Jones Financial Companies
545
Jones Financial Companies
Missouri
$279K -$121K -651 -30%
ST
546
Smithfield Trust
Pennsylvania
$278K -$51.1K -275 -16%
MLL
547
Moody Lynn & Lieberson
Massachusetts
$270K +$8.72K +47 +3%
VHAM
548
Van Hulzen Asset Management
California
$269K +$269K +1,448 New
CAM
549
CMT Asset Management
Illinois
$269K +$269K +1,450 New
WT
550
Washington Trust
Rhode Island
$268K +$268K +1,442 New
20 21
22
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