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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

672 hedge funds and large institutions have $27.6B invested in iShares Core S&P 500 ETF in 2014 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 282 increasing their positions, 243 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+23
Holders Change %
+3.54%
% of All Funds
19.33%
Holding in Top 10
166
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.11%
% of All Funds
4.77%
New
50
Increased
282
Reduced
243
Closed
24
Calls
$36.5M
Puts
$16.8M
Net Calls
+$19.8M
Net Calls Change
-$6.46M

Top Buyers

1
Korea Investment Corp
Korea Investment Corp
South Korea
$275M
2
MTB
Mizuho Trust & Banking
Japan
$432M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$290M
4
Nomura Holdings
Nomura Holdings
Japan
$197M
5
BJ
BlackRock Japan
Japan
$302M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$1.22B
2
Citigroup
Citigroup
New York
$17.9M
3
PPFA
Provida Pension Fund Administrator
Chile
$589M
4
AA
ALPS Advisors
Colorado
$21.3M
5
Goldman Sachs
Goldman Sachs
New York
$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
551
Cornercap Investment Counsel
Georgia
$352K -$68.9K -350 -16%
FDCC
552
Foster Dykema Cabot & Co
Massachusetts
$349K – – –
CMP
553
Courage Miller Partners
Virginia
$346K -$6.89K -35 -2%
SCM
554
Sterling Capital Management
North Carolina
$346K – – –
MC
555
Mathes Company
New York
$343K – – –
CK
556
Carnick & Kubik
Colorado
$340K +$21.1K +107 +7%
WT
557
Washington Trust
Rhode Island
$340K +$57.8K +294 +21%
AWM
558
Affinity Wealth Management
Delaware
$336K +$336K +1,706 New
BO
559
Bank OZK
Arkansas
$335K +$197 +1 +0.1%
CAM
560
Carret Asset Management
New York
$334K -$4.93K -25 -1%
CBT
561
Central Bank & Trust
Kentucky
$322K – – –
HSA
562
HBK Sorce Advisory
Pennsylvania
$319K -$3.94K -20 -1%
MCWS
563
McKinley Carter Wealth Services
West Virginia
$312K +$24.6K +125 +9%
BHBT
564
Burke & Herbert Bank & Trust
Virginia
$309K -$21.7K -110 -7%
VFAM
565
Valley Forge Asset Management
Pennsylvania
$307K – – –
FBA
566
Front Barnett Associates
Illinois
$307K – – –
FFSOTS
567
Fiduciary Financial Services of The Southwest
Texas
$306K -$3.94K -20 -1%
HCM
568
Harvey Capital Management
Florida
$305K – – –
CCT
569
Capital City Trust
Florida
$302K – – –
BG
570
Bahl & Gaynor
Ohio
$302K +$48.1K +244 +19%
BRM
571
Boston Research & Management
Massachusetts
$301K +$70.8K +360 +31%
WF
572
Welch & Forbes
Massachusetts
$299K – – –
MCM
573
Maple Capital Management
Vermont
$296K – – –
Fayez Sarofim & Co
574
Fayez Sarofim & Co
Texas
$296K +$296K +1,500 New
SWM
575
Segment Wealth Management
Texas
$291K +$291K +1,478 New
21 22
23
24 25