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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 %
NRS
526
Neville Rodie & Shaw
New York
$338K +$1.88K +10 +0.6%
CMP
527
Courage Miller Partners
Virginia
$337K +$337K +1,793 New
FDCC
528
Foster Dykema Cabot & Co
Massachusetts
$334K – – –
SCM
529
Sterling Capital Management
North Carolina
$331K – – –
MC
530
Mathes Company
New York
$327K +$327K +1,740 New
CBT
531
Central Bank & Trust
Kentucky
$326K – – –
CAM
532
Carret Asset Management
New York
$324K – – –
PAS
533
Partnervest Advisory Services
California
$323K +$59K +314 +22%
WGCA
534
Wolf Group Capital Advisors
Virginia
$323K +$79.8K +424 +33%
Robeco Institutional Asset Management
535
Robeco Institutional Asset Management
Netherlands
$320K -$338K -1,801 -51%
BO
536
Bank OZK
Arkansas
$319K -$9.02K -48 -3%
BC
537
Barnett & Company
Tennessee
$318K +$90.4K +480 +40%
BHBT
538
Burke & Herbert Bank & Trust
Virginia
$315K -$10.3K -55 -3%
HSA
539
HBK Sorce Advisory
Pennsylvania
$308K -$10.3K -55 -3%
VCM
540
Violich Capital Management
California
$306K -$7.53K -40 -2%
CK
541
Carnick & Kubik
Colorado
$305K +$10.9K +58 +4%
FFSOTS
542
Fiduciary Financial Services of The Southwest
Texas
$296K – – –
VFAM
543
Valley Forge Asset Management
Pennsylvania
$293K -$188K -1,000 -39%
FBA
544
Front Barnett Associates
Illinois
$293K – – –
HCM
545
Harvey Capital Management
Florida
$291K -$46.9K -250 -14%
CCT
546
Capital City Trust
Florida
$289K – – –
WF
547
Welch & Forbes
Massachusetts
$286K – – –
ST
548
Smithfield Trust
Pennsylvania
$285K +$3.39K +18 +1%
MCM
549
Maple Capital Management
Vermont
$282K -$18.8K -100 -6%
WPC
550
White Pine Capital
Minnesota
$276K -$18.8K -100 -6%
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