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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.

New
Increased
Maintained
Reduced
Closed
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
Good Harbor Financial
Illinois
$2.24B
2
Bank of America
Bank of America
North Carolina
$1.49B
3
Goldman Sachs
Goldman Sachs
New York
$519M
4
Citigroup
Citigroup
New York
$384M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$495M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$23.7M
2
MB
MUFG Bank
Japan
$297M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$204M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$544M
5
SMM
Stadion Money Management
Georgia
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
126
Huntington National Bank
Ohio
$23.6M -$21.6M – –
BUB
127
BBVA USA Bancshares
Texas
$23.4M -$655K -3,527 -3%
SIMM
128
Stillwater Investment Management (Minnesota)
Minnesota
$23.3M +$23.3M +125,346 New
DC
129
Deere & Company
Illinois
$22.5M +$4.16M +22,400 +23%
WT
130
Whittier Trust
California
$22.1M -$728K -3,921 -3%
Northern Trust
131
Northern Trust
Illinois
$22M -$2.14M -11,542 -9%
MAA
132
Managed Account Advisors
New Jersey
$21.8M +$6.6M +35,568 +43%
Mariner
133
Mariner
Kansas
$21.3M +$1.99M +10,735 +10%
AII
134
AGF Investments Inc
Ontario, Canada
$20.1M -$6.04M -32,500 -23%
VC
135
Vicus Capital
Pennsylvania
$19.9M +$3.96M +21,322 +25%
LSERS
136
Louisiana State Employees Retirement System
Louisiana
$19.6M +$19.6M +105,325 New
FIMS
137
FBL Investment Management Services
Iowa
$19.5M -$17.5M -94,495 -47%
FT
138
Fiduciary Trust
Massachusetts
$19.4M +$6.74M +36,318 +53%
Deutsche Bank
139
Deutsche Bank
Germany
$19.1M -$8.75M -47,131 -31%
GT
140
Glenmede Trust
Pennsylvania
$18.8M +$104K +559 +0.6%
EA
141
Efficient Advisors
Ohio
$18.8M -$64.4K -347 -0.3%
BCI
142
Brinker Capital Investments
Pennsylvania
$18.6M -$2.65M -14,259 -12%
PP
143
Palladium Partners
Virginia
$18M +$55.3K +298 +0.3%
BHWM
144
Bar Harbor Wealth Management
New Hampshire
$18M +$63.3K +341 +0.4%
FBT
145
Founders Bank & Trust
Michigan
$17.5M +$1.02M +5,800 +6%
VFS
146
VSR Financial Services
Kansas
$16.8M +$925K +4,983 +6%
OC
147
Oppenheimer & Co
New York
$16.7M +$97.1K +523 +0.6%
CA
148
Cambridge Associates
Massachusetts
$16.6M +$16.6M +89,571 New
MWM
149
Modera Wealth Management
New Jersey
$15.8M -$715K -3,852 -4%
FFS
150
Founders Financial Securities
Maryland
$15.8M +$15.8M +85,009 New
4 5
6
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