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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 %
LFG
151
LifePlan Financial Group
Ohio
$11.2M +$11.2M +66,140 New
GI
152
Gradient Investments
Minnesota
$11M +$1.9M +11,268 +21%
CAM
153
Capstone Asset Management
Texas
$10.8M -$216K -1,280 -2%
WTC
154
WhitTier Trust Company
Nevada
$10.7M +$467K +2,763 +5%
EHPM
155
Emery Howard Portfolio Management
California
$10.6M +$375K +2,218 +4%
CCFCSB
156
Cape Cod Five Cents Savings Bank
Massachusetts
$10.3M +$1.14M +6,730 +12%
AW
157
ACG Wealth
Georgia
$10.1M +$2.18M +12,881 +27%
MFS
158
Monetta Financial Services
Illinois
$10.1M +$1.69M +10,000 +20%
FCBT
159
First Citizens Bank & Trust
North Carolina
$9.93M +$1.7M +10,084 +21%
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$9.88M +$52.7K +312 +0.5%
Fidelity Investments
161
Fidelity Investments
Massachusetts
$9.58M -$144K -853 -1%
Credit Agricole
162
Credit Agricole
France
$9.15M +$9.15M +54,161 New
TIM
163
Tortoise Investment Management
New York
$9.07M +$1.05M +6,217 +13%
AIA
164
Alerus Investment Advisors
Minnesota
$8.8M -$22.6M -133,623 -72%
PI
165
Placemark Investments
Illinois
$8.64M -$67M -396,472 -89%
CL
166
CPWM LLC
Washington
$8.44M – – –
WSFS
167
Wilmington Savings Fund Society
Delaware
$8.38M -$122K -722 -1%
EIM
168
ExxonMobil Investment Management
Texas
$8.13M -$16.4M -96,955 -67%
SSB
169
Sandy Spring Bank
Maryland
$7.87M +$177K +1,048 +2%
NA
170
Nottingham Advisors
New York
$7.75M +$5.6M +33,155 +260%
AAM
171
Aberdeen Asset Management
United Kingdom
$7.73M +$4.39M +25,904 +131%
MC
172
Miles Capital
Iowa
$7.61M -$5.18M -30,659 -40%
TPSF
173
Texas Permanent School Fund
Texas
$7.52M +$3.72M +22,000 +98%
CAN
174
Cetera Advisor Networks
California
$7.5M +$5.12M +30,320 +215%
M&T Bank
175
M&T Bank
New York
$7.49M -$640K -3,790 -8%
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