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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
+$263M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$203M
4
Nomura Holdings
Nomura Holdings
Japan
+$195M
5
BJ
BlackRock Japan
Japan
+$184M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
-$1.34B
2
Citigroup
Citigroup
New York
-$195M
3
PPFA
Provida Pension Fund Administrator
Chile
-$136M
4
AA
ALPS Advisors
Colorado
-$135M
5
Goldman Sachs
Goldman Sachs
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
626
TD Capital Management
Tennessee
$147K -$48.7K -248 -25%
AA
627
AlphaMark Advisors
Kentucky
$138K -$4.73K -24 -3%
WA
628
Waverly Advisors
Alabama
$136K +$590 +3 +0.4%
SFSIG
629
San Francisco Sentry Investment Group
California
$130K -$27.2M -137,680 -100%
MCM
630
Manchester Capital Management
Vermont
$128K +$80.2K +406 +168%
JFGIW
631
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$122K – – –
TFA
632
Transamerica Financial Advisors
Florida
$117K -$345K -1,752 -75%
ECM
633
Exchange Capital Management
Michigan
$109K -$71.9K -364 -40%
FHA
634
First Horizon Advisors
Tennessee
$99K -$47.2M -243,127 -100%
RFS
635
Rockefeller Financial Services
New York
$96K -$309K -1,562 -76%
FANJ
636
Financial Architects (New Jersey)
New Jersey
$96K +$96K +486 New
WC
637
Whitnell & Co
Illinois
$95K – – –
WAS
638
Winch Advisory Services
Wisconsin
$94K -$85.9K -435 -48%
QAM
639
QCI Asset Management
New York
$88K – – –
CAW
640
Cornerstone Advisors (Washington)
Washington
$82K – – –
FM
641
Forward Management
California
$81K – – –
1832 Asset Management
642
1832 Asset Management
Ontario, Canada
$69K – – –
KPCM
643
Kings Point Capital Management
New York
$64K +$64K +324 New
VCM
644
Vigilant Capital Management
Maine
$59K – – –
BOK
645
Bank of Kentucky
Kentucky
$59K – – –
TWM
646
Torch Wealth Management
Ohio
$59K – – –
CMO
647
Covenant Multifamily Offices
Texas
$55K +$55K +280 New
AWM
648
Avior Wealth Management
Nebraska
$54K -$13.8K -70 -20%
HDIM
649
Hanson & Doremus Investment Management
Vermont
$49K – – –
1IC
650
1919 Investment Counsel
Maryland
$47K – – –
24 25
26
27 28