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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.

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
1
Korea Investment Corp
South Korea
$275M
2
MTB
2
Mizuho Trust & Banking
Japan
$432M
3
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$290M
4
Nomura Holdings
4
Nomura Holdings
Japan
$197M
5
BJ
5
BlackRock Japan
Japan
$302M

Top Sellers

1
GHF
1
Good Harbor Financial
Illinois
$1.22B
2
MB
2
MUFG Bank
Japan
$0
3
Citigroup
3
Citigroup
New York
$17.9M
4
PPFA
4
Provida Pension Fund Administrator
Chile
$589M
5
AA
5
ALPS Advisors
Colorado
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$41.1M 208,636 -10,538 -5%
CFS
102
Community Financial System
New York
$41M 208,275 -6,940 -3%
MWP
103
MYCIO Wealth Partners
Pennsylvania
$39.2M 198,790 -9,173 -4%
BSB
104
Bangor Savings Bank
Maine
$36.5M 185,160 +5,716 +3%
HFS
105
HL Financial Services
Kentucky
$35.1M 178,251 -33,819 -16%
PA
106
Planning Alternatives
Michigan
$34.5M 175,047 +120,042 +218%
BA
107
Bridgewater Associates
Connecticut
$34.5M 175,000 – –
Principal Financial Group
108
Principal Financial Group
Iowa
$33.9M 171,911 +2,435 +1%
DC
109
Deere & Company
Illinois
$32.8M 166,340 +13,900 +9%
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$32.8M 166,303 +7,488 +5%
AIG
111
American International Group
New York
$32M 162,192 -4,454 -3%
KT
112
Kanaly Trust
Texas
$31.6M 160,223 +4,945 +3%
DADC
113
D.A. Davidson & Co
Montana
$31.5M 159,918 -2,084 -1%
SC
114
Stratford Consulting
Texas
$31.2M 158,442 +6,090 +4%
MA
115
MUFG Americas
New York
$31.2M 158,167 +30,019 +23%
PWM
116
Perigon Wealth Management
California
$31M 157,572 +157,572 New
BA
117
BlackRock Advisors
Delaware
$30.7M 155,740 +23,573 +18%
TIM
118
Tortoise Investment Management
New York
$30.4M 154,562 +31,302 +25%
IFA
119
Interactive Financial Advisors
Illinois
$30.3M 153,719 -11,500 -7%
Susquehanna International Group
120
Susquehanna International Group
Pennsylvania
$30.3M 153,635 +6,061 +4%
CC
121
Courier Capital
New York
$29.5M 149,981 +1,081 +0.7%
CI
122
Conning Inc
Connecticut
$29.5M 149,815 +14,507 +11%
ACM
123
Aviance Capital Management
Florida
$29.4M 149,201 +14,730 +11%
FT
124
Fiduciary Trust
Massachusetts
$28.9M 146,872 +17,530 +14%
PFM
125
Phillips Financial Management
Indiana
$28.7M 145,289 +788 +0.5%
3 4
5
6 7