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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 %
LS
176
Lattice Strategies
Pennsylvania
$7.48M -$57.4K -340 -0.8%
NPC
177
National Planning Corporation
California
$7.43M +$1.24M +7,300 +20%
KIM
178
Karpus Investment Management
New York
$7.39M -$302K -1,788 -4%
NFM
179
North Forty Management
Washington
$7.3M – – –
HCMT
180
Highland Capital Management (Tennessee)
Tennessee
$7.07M +$120K +712 +2%
SC
181
Scotia Capital
Ontario, Canada
$7M +$1.37M +8,096 +24%
EFSCE
182
Enterprise Financial Services Corp (EFSC)
Missouri
$6.98M +$272K +1,613 +4%
TAT
183
TD Ameritrade Trust
Colorado
$6.96M -$10.9M -64,239 -61%
BII
184
Baring International Investment
United Kingdom
$6.94M +$2.06M +12,155 +42%
AI
185
Atria Investments
North Carolina
$6.9M -$6.5M -38,508 -49%
CA
186
Cornerstone Advisors
North Carolina
$6.76M +$6.76M +40,000 New
MCM
187
Maryland Capital Management
Maryland
$6.74M +$45.6K +270 +0.7%
LGWM
188
Litman Gregory Wealth Management
California
$6.74M -$119K -706 -2%
SC
189
Savant Capital
Illinois
$6.47M -$1.67M -9,869 -20%
RJA
190
Raymond James & Associates
Florida
$6.38M -$118K -696 -2%
SIC
191
Salem Investment Counselors
North Carolina
$6.36M +$91.5K +542 +1%
TWA
192
TCI Wealth Advisors
Arizona
$6.24M -$188K -1,115 -3%
SI
193
SII Investments
Wisconsin
$6.11M -$174K -1,031 -3%
DWM
194
Destination Wealth Management
California
$6.06M -$321K -1,899 -5%
SIM
195
Sigma Investment Management
Oregon
$5.54M -$66.9K -396 -1%
JFG
196
JMG Financial Group
Illinois
$5.46M -$94.4K -559 -2%
CIM
197
CIM Investment Management
Pennsylvania
$5.46M -$6.83M -40,448 -56%
MA
198
Montag & Associates
Georgia
$5.41M +$2.86M +16,905 +112%
TCM
199
Twele Capital Management
Minnesota
$5.4M – – –
Citigroup
200
Citigroup
New York
$5.34M -$23.2M -137,216 -81%
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