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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 %
MCWS
551
McKinley Carter Wealth Services
West Virginia
$275K -$28.3K -150 -9%
MLL
552
Moody Lynn & Lieberson
Massachusetts
$274K – – –
VHAM
553
Van Hulzen Asset Management
California
$272K – – –
WT
554
Washington Trust
Rhode Island
$270K -$1.51K -8 -0.6%
MBE
555
Michael B. Elefante
$263K – – –
KFS
556
Kurt F. Somerville
$263K – – –
BRWM
557
B. Riley Wealth Management
Tennessee
$262K +$262K +1,395 New
AIM
558
Aspen Investment Management
Michigan
$259K -$367K -1,950 -59%
MC
559
Martin & Co
Tennessee
$259K – – –
CFA
560
Capstone Financial Advisors
Illinois
$258K -$7.52K -40 -3%
FLPIM
561
F.L. Putnam Investment Management
Massachusetts
$257K – – –
VKH
562
Virtu KCG Holdings
New York
$255K -$3.44M -18,314 -93%
TCOT
563
Trust Company of Toledo
Ohio
$252K – – –
SAM
564
Solaris Asset Management
New York
$252K +$187K +995 +290%
BKBG
565
BHF Kleinwort Benson Group
Belgium
$245K +$245K +1,300 New
WA
566
Winfield Associates
Ohio
$243K -$40.7K -216 -14%
JG
567
Jefferies Group
New York
$243K -$22.6K -120 -8%
TC
568
Telemus Capital
Michigan
$243K +$17.9K +95 +8%
BG
569
Bahl & Gaynor
Ohio
$242K +$242K +1,287 New
PO
570
Private Ocean
California
$241K -$101K -534 -29%
KIA
571
King Investment Advisors
Texas
$238K -$100K -534 -30%
CASB
572
Cape Ann Savings Bank
Massachusetts
$234K – – –
EWM
573
Empirical Wealth Management
Washington
$234K +$234K +1,246 New
NES
574
New England Securities
New York
$233K +$91.2K +486 +64%
CNBT
575
Canandaigua National Bank & Trust
New York
$233K +$233K +1,240 New
21 22
23
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