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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
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 Holding Trade Value Shares
Change 		Shares
Change %
MFS
151
Monetta Financial Services
Illinois
$15.8M +$4.64M +25,000 +42%
AIM
152
Acropolis Investment Management
Missouri
$15.7M -$2.84M -15,312 -15%
CB
153
Commerce Bank
Missouri
$15.7M +$1.2M +6,449 +8%
B
154
Baird
Wisconsin
$15.5M -$190K -1,024 -1%
Ameriprise
155
Ameriprise
Minnesota
$15.1M +$1.57M +8,478 +12%
RJFSA
156
Raymond James Financial Services Advisors
Florida
$15M +$709K +3,819 +5%
HWA
157
Heritage Wealth Advisors
Virginia
$14.9M +$14.9M +80,301 New
MWP
158
Moller Wealth Partners
$14.8M +$932K +5,021 +7%
BAC
159
Boys Arnold & Co
North Carolina
$14.6M +$519K +2,795 +4%
SFSIG
160
San Francisco Sentry Investment Group
California
$14.3M +$11.5M +62,038 +410%
Allianz Asset Management
161
Allianz Asset Management
Germany
$13.8M +$13.8M +74,318 New
FHB
162
First Hawaiian Bank
Hawaii
$13.6M -$6.13K -33 -0%
Fidelity Investments
163
Fidelity Investments
Massachusetts
$13.6M +$3.05M +16,410 +29%
RJA
164
Raymond James & Associates
Florida
$13.3M +$6.31M +34,010 +90%
CWM
165
Concert Wealth Management
California
$13.2M +$11.1M +59,896 +545%
AI
166
Atria Investments
North Carolina
$12.8M +$5.25M +28,291 +69%
GI
167
Gradient Investments
Minnesota
$12.7M +$556K +2,994 +5%
LPT
168
Legacy Private Trust
Wisconsin
$12.5M -$5.45M -29,354 -30%
AIA
169
Alerus Investment Advisors
Minnesota
$12.2M +$2.7M +14,713 +28%
TIM
170
Tortoise Investment Management
New York
$12.2M +$2.22M +11,964 +22%
Invesco
171
Invesco
Georgia
$12.2M -$221K -1,190 -2%
AW
172
ACG Wealth
Georgia
$12.1M +$921K +4,962 +8%
BJL
173
Brighton Jones LLC
Washington
$12M -$409K -2,203 -3%
Susquehanna International Group
174
Susquehanna International Group
Pennsylvania
$12M -$5.86M -31,590 -33%
EHPM
175
Emery Howard Portfolio Management
California
$12M +$337K +1,817 +3%
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