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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 %
MM
576
Main Management
California
$229K – – –
BFO
577
Boston Family Office
Massachusetts
$228K – – –
HRIA
578
Haberer Registered Investment Advisor
Ohio
$227K -$18.8K -100 -8%
IFS
579
Ifrah Financial Services
Arkansas
$227K +$227K +1,208 New
BCM
580
Birmingham Capital Management
Alabama
$226K – – –
BFA
581
Bragg Financial Advisors
North Carolina
$225K – – –
VWM
582
Vector Wealth Management
Minnesota
$223K – – –
CCG
583
Cypress Capital Group
Florida
$223K +$223K +1,185 New
FCB
584
First Citizens Bancorporation
South Carolina
$221K -$18.4K -98 -8%
PFP
585
Pinnacle Financial Partners
Tennessee
$221K – – –
BRM
586
Boston Research & Management
Massachusetts
$220K -$117K -620 -35%
1SB
587
1ST Source Bank
Indiana
$220K – – –
Fisher Asset Management
588
Fisher Asset Management
Washington
$216K -$76.5K -406 -26%
I2I
589
Insight 2811 Inc
Illinois
$212K +$212K +1,119 New
KIG
590
Kovitz Investment Group
Illinois
$209K +$209K +1,327 New
BPB
591
Badgley, Phelps & Bell
Washington
$206K -$5.64K -30 -3%
ERIM
592
Eagle Ridge Investment Management
Connecticut
$204K – – –
FWP
593
FAS Wealth Partners
Kansas
$203K -$55.7K -297 -22%
BFEC
594
Benjamin F. Edwards & Company
Missouri
$202K +$90.8K +483 +82%
BAM
595
Barrett Asset Management
New York
$196K +$6.01K +32 +3%
TCM
596
TD Capital Management
Tennessee
$187K +$9.95K +53 +6%
JFA
597
JNBA Financial Advisors
Minnesota
$178K – – –
ECM
598
Exchange Capital Management
Michigan
$172K +$172K +916 New
WAS
599
Winch Advisory Services
Wisconsin
$171K +$171K +911 New
WEC
600
Winslow Evans & Crocker
Massachusetts
$166K – – –
22 23
24
25 26