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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 %
JG
551
Jefferies Group
New York
$263K -$226K -1,211 -46%
CFA
552
Capstone Financial Advisors
Illinois
$262K +$262K +1,412 New
PAS
553
Partnervest Advisory Services
California
$261K +$21.2K +114 +9%
KFS
554
Kurt F. Somerville
$260K – – –
MBE
555
Michael B. Elefante
$260K – – –
WA
556
Waverly Advisors
Alabama
$258K +$1.3K +7 +0.5%
FWP
557
FAS Wealth Partners
Kansas
$256K +$256K +1,379 New
MC
558
Martin & Co
Tennessee
$255K -$13.9K -75 -5%
FLPIM
559
F.L. Putnam Investment Management
Massachusetts
$254K -$3.71K -20 -1%
FANJ
560
Financial Architects (New Jersey)
New Jersey
$252K +$252K +1,359 New
EVM
561
Eaton Vance Management
Massachusetts
$251K +$185 +1 +0.1%
TCOT
562
Trust Company of Toledo
Ohio
$249K +$249K +1,340 New
DDPIC
563
Deroy & Devereaux Private Investment Counsel
Michigan
$246K – – –
HRIA
564
Haberer Registered Investment Advisor
Ohio
$242K – – –
FBNAT
565
FirstMerit Bank N.A. Trustee
Ohio
$242K +$242K +1,303 New
WGCA
566
Wolf Group Capital Advisors
Virginia
$240K +$240K +1,292 New
FCB
567
First Citizens Bancorporation
South Carolina
$236K -$6.49K -35 -3%
CASB
568
Cape Ann Savings Bank
Massachusetts
$231K – – –
MM
569
Main Management
California
$226K – – –
BFO
570
Boston Family Office
Massachusetts
$225K – – –
BC
571
Barnett & Company
Tennessee
$224K +$224K +1,208 New
BCM
572
Birmingham Capital Management
Alabama
$223K -$29.7K -160 -12%
TC
573
Telemus Capital
Michigan
$222K -$3.72K -20 -2%
BFA
574
Bragg Financial Advisors
North Carolina
$222K +$222K +1,194 New
MIP
575
Marietta Investment Partners
Wisconsin
$221K -$16.7K -90 -7%
21 22
23
24 25