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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 %
BWFA
626
Baltimore-Washington Financial Advisors
Maryland
$11K – – –
TCM
627
Tradewinds Capital Management
Washington
$11K +$11K +57 New
GGPS
628
Gary Goldberg Planning Services
New York
$10K – – –
AFIA
629
America First Investment Advisors
Nebraska
$7K – – –
WCMN
630
Westchester Capital Management (Nebraska)
Nebraska
$6K +$6K +30 New
IA
631
IndexIQ Advisors
New York
$5K -$11K -55 -69%
PFA
632
Paradigm Financial Advisors
Missouri
$5K +$5K +25 New
NHFG
633
New Harbor Financial Group
Massachusetts
$4K – – –
FPCG
634
Fort Pitt Capital Group
Pennsylvania
$337 +$169 +1 +100%
WTB
635
Washington Trust Bank
Washington
$93 -$2.28K -12,268 -96%
VF
636
Virtu Financial
New York
– -$12.9M -76,520 Closed
KIM
637
Karpus Investment Management
New York
– -$7.39M -43,780 Closed
BII
638
Baring International Investment
United Kingdom
– -$6.94M -40,865 Closed
AIP
639
ARS Investment Partners
New York
– -$4.16M -24,600 Closed
MMLI
640
Massachusetts Mutual Life Insurance
Massachusetts
– -$3.44M -20,367 Closed
TCOTO
641
Trust Company of the Ozarks
Missouri
– -$2.08M -12,335 Closed
TH
642
Timber Hill
Connecticut
– -$2.01M -11,907 Closed
FEG
643
Fund Evaluation Group
Ohio
– -$1.76M -10,440 Closed
VOYA Investment Management
644
VOYA Investment Management
Georgia
– -$1.67M -9,861 Closed
HCM
645
Hamlin Capital Management
New York
– -$1.3M -7,716 Closed
Macquarie Group
646
Macquarie Group
Australia
– -$1.2M -7,112 Closed
BAAM
647
Baker Avenue Asset Management
California
– -$1.11M -6,595 Closed
SAG
648
Sterne Agee Group
Alabama
– -$966K -5,720 Closed
MS
649
Marshall & Sullivan
Washington
– -$845K -5,000 Closed
BOTOTLSJU
650
Board of Trustees of The Leland Stanford Junior University
California
– -$693K -4,102 Closed
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