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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.

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

Top Sellers

1
GHF
Good Harbor Financial
Illinois
$0
2
Bessemer Group
Bessemer Group
New Jersey
$2.5M
3
Wells Fargo
Wells Fargo
California
$1.22B
4
CBU
CIBC Bank USA
Illinois
$51M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$241M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
126
Legacy Private Trust
Wisconsin
$16.3M +$2.02M +11,969 +14%
BHWM
127
Bar Harbor Wealth Management
New Hampshire
$16.3M -$240K -1,423 -1%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$16.3M -$3.09M -18,267 -16%
FBT
129
Founders Bank & Trust
Michigan
$15.8M -$285K -1,685 -2%
LTFS
130
Ladenburg Thalmann Financial Services
Florida
$15.5M -$50.2M -297,447 -76%
OC
131
Oppenheimer & Co
New York
$15.1M +$576K +3,408 +4%
MWM
132
Modera Wealth Management
New Jersey
$15M -$841K -4,982 -5%
VC
133
Vicus Capital
Pennsylvania
$14.5M -$2.08M -12,317 -13%
VFS
134
VSR Financial Services
Kansas
$14.4M +$876K +5,185 +6%
BBHC
135
Brown Brothers Harriman & Co
New York
$14.3M -$1.28M -7,579 -8%
B
136
Baird
Wisconsin
$14.3M -$259K -1,531 -2%
MAA
137
Managed Account Advisors
New Jersey
$13.8M -$1.46M -8,666 -10%
CPSAC
138
Chas P. Smith & Associates (CPS)
Florida
$13.3M +$374K +2,212 +3%
CB
139
Commerce Bank
Missouri
$13.2M -$242K -1,430 -2%
RJFSA
140
Raymond James Financial Services Advisors
Florida
$13M +$6.27M +37,093 +93%
VF
141
Virtu Financial
New York
$12.9M +$12.9M +76,520 New
BAC
142
Boys Arnold & Co
North Carolina
$12.8M +$638K +3,778 +5%
MWP
143
Moller Wealth Partners
$12.7M +$1.27M +7,510 +11%
FHB
144
First Hawaiian Bank
Hawaii
$12.4M +$6.95M +41,164 +128%
Ameriprise
145
Ameriprise
Minnesota
$12.3M -$42.6M -252,054 -78%
BAIA
146
Bel Air Investment Advisors
California
$12.2M +$2.78M +16,475 +30%
FT
147
Fiduciary Trust
Massachusetts
$11.5M +$4.29M +25,372 +59%
BJL
148
Brighton Jones LLC
Washington
$11.3M +$363K +2,152 +3%
SHGA
149
Sand Hill Global Advisors
California
$11.3M +$5.41M +32,060 +92%
Invesco
150
Invesco
Georgia
$11.3M -$336K -1,991 -3%
4 5
6
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