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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 %
Toronto Dominion Bank
601
Toronto Dominion Bank
Ontario, Canada
$156K – – –
CG
602
Colony Group
Massachusetts
$149K -$13.2K -70 -8%
RFA
603
Reilly Financial Advisors
California
$147K – – –
CFA
604
CT Financial Advisors
Pennsylvania
$139K +$139K +669 New
AA
605
AlphaMark Advisors
Kentucky
$136K -$37.6K -200 -22%
WA
606
Waverly Advisors
Alabama
$129K -$131K -700 -50%
Parallax Volatility Advisers
607
Parallax Volatility Advisers
California
$127K -$2.57M -13,628 -95%
JFGIW
608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$117K – – –
SCG
609
Strategic Capital Group
Washington
$95K +$95K +505 New
WC
610
Whitnell & Co
Illinois
$91K – – –
TF
611
Tompkins Financial
New York
$85K -$4.72K -25 -5%
QAM
612
QCI Asset Management
New York
$84K – – –
CAW
613
Cornerstone Advisors (Washington)
Washington
$78K +$78K +415 New
FM
614
Forward Management
California
$76K – – –
KCPG
615
Kavar Capital Partners Group
Kansas
$75K – – –
1832 Asset Management
616
1832 Asset Management
Ontario, Canada
$66K +$66K +350 New
AWM
617
Avior Wealth Management
Nebraska
$65K +$65K +344 New
VCM
618
Vigilant Capital Management
Maine
$56K – – –
BOK
619
Bank of Kentucky
Kentucky
$56K – – –
TWM
620
Torch Wealth Management
Ohio
$56K +$56K +300 New
ACS
621
Archford Capital Strategies
Illinois
$47K +$47K +250 New
HDIM
622
Hanson & Doremus Investment Management
Vermont
$47K – – –
MCM
623
Manchester Capital Management
Vermont
$46K – – –
1IC
624
1919 Investment Counsel
Maryland
$45K -$98.8K -516 -69%
FCT
625
Family Capital Trust
Massachusetts
$44K – – –
23 24
25
26 27