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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 %
AIG
101
American International Group
New York
$35.9M 193,381 +53,452 +38%
FNBOH
102
First National Bank of Hutchinson
Kansas
$34.9M 188,169 +1,465 +0.8%
CFS
103
Community Financial System
New York
$34.3M 184,500 +20,135 +12%
Prudential Financial
104
Prudential Financial
New Jersey
$33.3M 179,526 +15,446 +9%
BA
105
Bridgewater Associates
Connecticut
$32.5M 175,000 – –
BSB
106
Bangor Savings Bank
Maine
$32.5M 174,962 +4,081 +2%
CA
107
Commerzbank Aktiengesellschaft
Germany
$32.3M 180,172 +178,987 +15,104%
IFA
108
Interactive Financial Advisors
Illinois
$31.3M 168,692 -665 -0.4%
Principal Financial Group
109
Principal Financial Group
Iowa
$31.1M 167,416 +4,699 +3%
DADC
110
D.A. Davidson & Co
Montana
$30.1M 162,306 -1,320 -0.8%
WCM
111
Weatherstone Capital Management
Colorado
$28.6M 154,773 +154,773 New
KT
112
Kanaly Trust
Texas
$28.3M 152,283 +3,273 +2%
FAAS
113
First Allied Advisory Services
California
$27.8M 149,830 +136,594 +1,032%
FTIOP
114
Fiduciary Trust International of Pennsylvania
Pennsylvania
$27.5M 148,130 +1,118 +0.8%
CC
115
Courier Capital
New York
$27.5M 148,076 -558 -0.4%
K
116
Kemper
Illinois
$27.1M 146,000 – –
VFP
117
Verus Financial Partners
Virginia
$26.8M 144,508 +2,602 +2%
PFM
118
Phillips Financial Management
Indiana
$26.5M 143,938 +114 +0.1%
JPMPWA
119
J.P. Morgan Private Wealth Advisors
California
$26.3M 141,888 +11,996 +9%
PHAM
120
Palisades Hudson Asset Management
Florida
$26.2M 141,116 -11,142 -7%
CI
121
Conning Inc
Connecticut
$25M 134,613 – –
MA
122
MUFG Americas
New York
$23.9M 128,616 -8,119 -6%
SC
123
Stratford Consulting
Texas
$23.8M 128,072 +2,840 +2%
HMC
124
Harvard Management Company
Massachusetts
$23.7M 127,807 +1,200 +0.9%
BA
125
BlackRock Advisors
Delaware
$23.7M 127,487 -1,037,394 -89%
3 4
5
6 7