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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BWM
76
Braver Wealth Management
Massachusetts
$60M 322,976 +28,681 +10%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$59.5M 320,389 +318,439 +16,330%
ACM
78
Argentus Capital Management
Texas
$58.4M 314,677 +314,677 New
LIA
79
LBMC Investment Advisors
Tennessee
$58.1M 313,211 +31,534 +11%
BP
80
Ballentine Partners
Massachusetts
$57.8M 311,135 -5,876 -2%
BOS
81
Bingham Osborn & Scarborough
California
$57.5M 309,785 -7,128 -2%
CBU
82
CIBC Bank USA
Illinois
$56.5M 304,403 +2,278 +0.8%
WTNA
83
Wilmington Trust National Association
Delaware
$54.6M 293,853 -25,234 -8%
MB
84
Mizuho Bank
Japan
$53.8M 290,000 – –
WSTAM
85
Wilbanks Smith & Thomas Asset Management
Virginia
$53.8M 289,782 +6,740 +2%
SR
86
Swiss Reinsurance
Switzerland
$49.9M 269,000 – –
LW
87
Linscomb Wealth
Texas
$48.7M 262,173 +295 +0.1%
Axa
88
Axa
France
$48.5M 261,078 – –
AGA
89
Accuvest Global Advisors
Utah
$46.2M 249,020 -46,659 -16%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$45.9M 247,883 +3,794 +2%
CPSAC
91
Chas P. Smith & Associates (CPS)
Florida
$45.4M 244,784 +165,771 +210%
WT
92
Wilmington Trust
Delaware
$45.1M 243,109 -32,661 -12%
FMWA
93
Forvis Mazars Wealth Advisors
Missouri
$43M 231,749 -4,949 -2%
HFS
94
HL Financial Services
Kentucky
$42.9M 231,218 +62,550 +37%
CPO
95
Cerity Partners OCIO
New York
$42.1M 226,667 +22,287 +11%
AI
96
Accredited Investors
Minnesota
$41.6M 223,967 -2,027 -0.9%
BF
97
BOK Financial
Oklahoma
$40.3M 217,235 -28,534 -12%
BFG
98
Beacon Financial Group
Texas
$38.4M 207,820 +205,876 +10,590%
MWP
99
MYCIO Wealth Partners
Pennsylvania
$37.9M 204,020 -291 -0.1%
FWCM
100
Ferguson Wellman Capital Management
Oregon
$36.3M 195,516 +5,838 +3%
2 3
4
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