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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 %
Manulife (Manufacturers Life Insurance)
626
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.5K -$8.85K -47,017 -17%
EMA
627
Efficient Market Advisors
California
$39K +$17.1K +91 +78%
NC
628
NewSquare Capital
Pennsylvania
$35K +$1.89K +10 +6%
MIM
629
Macroview Investment Management
Maryland
$34K – – –
PVH
630
Psagot Value Holdings
Israel
$32K – – –
MAM
631
Mizuho Asset Management
Japan
$30K -$3.35K -18 -10%
MAS
632
Madden Advisory Services
Florida
$29K – – –
CAL
633
Capital Advisors Ltd
Ohio
$29K – – –
LWM
634
LBA Wealth Management
Florida
$27K +$27K +143 New
LIA
635
LS Investment Advisors
Michigan
$25K – – –
TAIM
636
TD Ameritrade Investment Management
Nebraska
$18K +$18K +97 New
FFS
637
Founders Financial Securities
Maryland
$14.1K -$1.89K -10,025 -12%
HHGA
638
Halbert Hargrove Global Advisors
California
$14K +$14K +76 New
BWFA
639
Baltimore-Washington Financial Advisors
Maryland
$11K – – –
TCM
640
Tradewinds Capital Management
Washington
$11K – – –
GGPS
641
Gary Goldberg Planning Services
New York
$9K -$900 -5 -9%
TSW
642
Thompson Siegel & Walmsley
Virginia
$9K +$9K +50 New
AFIA
643
America First Investment Advisors
Nebraska
$7K – – –
PFA
644
Paradigm Financial Advisors
Missouri
$6K +$1K +5 +20%
IA
645
IndexIQ Advisors
New York
$6K +$1.46K +8 +32%
SGC
646
South Georgia Capital
Illinois
$3K -$31.3K -188 -91%
SCP
647
Syntal Capital Partners
Texas
$1.37K +$1.37K +7,290 New
AllianceBernstein
648
AllianceBernstein
Tennessee
$1K +$1K +7 New
FPCG
649
Fort Pitt Capital Group
Pennsylvania
$341 – – –
AssetMark Inc
650
AssetMark Inc
California
– -$60.1M -323,752 Closed
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