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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

557 hedge funds and large institutions have $19.6B invested in iShares Core S&P 500 ETF in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 194 reducing their positions, and 29 closing their positions.

Holders
557
Holders Change
+22
Holders Change %
+4.11%
% of All Funds
18.07%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
4.05%
New
57
Increased
216
Reduced
194
Closed
29
Calls
$69.3M
Puts
$52.2M
Net Calls
+$17.1M
Net Calls Change
-$3.51M

Top Buyers

1
MB
1
MUFG Bank
Japan
$360M
2
SMM
2
Stadion Money Management
Georgia
$1.16B
3
BlackRock
3
BlackRock
New York
$2.54B
4
Bank of America
4
Bank of America
North Carolina
$885M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$253M

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$0
2
Bessemer Group
2
Bessemer Group
New Jersey
$2.5M
3
Wells Fargo
3
Wells Fargo
California
$1.22B
4
CBU
4
CIBC Bank USA
Illinois
$51M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
76
Linscomb Wealth
Texas
$44.2M -$455K -2,696 -1%
Axa
77
Axa
France
$44.1M +$21.2M +125,683 +93%
MTB
78
Mizuho Trust & Banking
Japan
$43.4M – – –
CS
79
Credit Suisse
Switzerland
$42.8M +$13M +77,006 +44%
BF
80
BOK Financial
Oklahoma
$41.5M -$471K -2,791 -1%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$41.3M -$12.4M -72,917 -23%
FMWA
82
Forvis Mazars Wealth Advisors
Missouri
$40M +$40M +236,698 New
BJ
83
BlackRock Japan
Japan
$39M +$10.4M +61,387 +36%
AI
84
Accredited Investors
Minnesota
$38.2M +$286K +1,692 +0.8%
BIT
85
BlackRock Institutional Trust
California
$37.7M +$27.6M +163,343 +273%
FSIM
86
F-Squared Investment Management
Massachusetts
$35.8M +$35.8M +211,967 New
CPO
87
Cerity Partners OCIO
New York
$34.5M -$206K -1,219 -0.6%
MWP
88
MYCIO Wealth Partners
Pennsylvania
$34.5M -$518K -3,065 -1%
FIMS
89
FBL Investment Management Services
Iowa
$33M +$17.8M +107,795 +117%
FWCM
90
Ferguson Wellman Capital Management
Oregon
$32M +$1.35M +8,014 +4%
FNBOH
91
First National Bank of Hutchinson
Kansas
$31.5M -$30.6M -181,050 -49%
BA
92
Bridgewater Associates
Connecticut
$29.6M – – –
BSB
93
Bangor Savings Bank
Maine
$28.9M +$206K +1,220 +0.7%
IFA
94
Interactive Financial Advisors
Illinois
$28.6M +$996K +5,899 +4%
HFS
95
HL Financial Services
Kentucky
$28.5M -$1.19M -7,027 -4%
CFS
96
Community Financial System
New York
$27.8M +$27.8M +164,365 New
Prudential Financial
97
Prudential Financial
New Jersey
$27.7M +$6.83M +40,439 +33%
DADC
98
D.A. Davidson & Co
Montana
$27.6M +$162K +959 +0.6%
Principal Financial Group
99
Principal Financial Group
Iowa
$27.5M +$10.8M +64,006 +65%
PHAM
100
Palisades Hudson Asset Management
Florida
$25.7M +$38.2K +226 +0.1%
2 3
4
5 6