IVV icon

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 %
CAM
176
Capstone Asset Management
Texas
$11.8M -$96.2K -518 -0.8%
FMII
177
Farmers & Merchants Investments Inc
Nebraska
$11.7M +$852K +4,592 +8%
CCFCSB
178
Cape Cod Five Cents Savings Bank
Massachusetts
$11.5M +$166K +896 +1%
WTC
179
WhitTier Trust Company
Nevada
$11.3M -$450K -2,425 -4%
CAN
180
Cetera Advisor Networks
California
$11.2M +$3M +16,188 +36%
BBHC
181
Brown Brothers Harriman & Co
New York
$11.1M -$4.7M -25,343 -30%
LWM
182
Lyons Wealth Management
Florida
$10.9M +$10.9M +58,510 New
Credit Agricole
183
Credit Agricole
France
$10.4M +$353K +1,899 +4%
FCBT
184
First Citizens Bank & Trust
North Carolina
$10.3M -$653K -3,518 -6%
BHB
185
Bank Hapoalim BM
Israel
$10.2M +$10.2M +55,000 New
TAT
186
TD Ameritrade Trust
Colorado
$9.92M +$2.29M +12,413 +30%
NPC
187
National Planning Corporation
California
$9.8M +$1.7M +9,137 +21%
CL
188
CPWM LLC
Washington
$9.42M -$321K -1,731 -3%
HCM
189
Hollencrest Capital Management
California
$9.09M +$9.09M +48,969 New
AAM
190
Aberdeen Asset Management
United Kingdom
$8.85M +$378K +2,038 +4%
EA
191
Elm Advisors
California
$8.82M +$8.82M +47,495 New
WSFS
192
Wilmington Savings Fund Society
Delaware
$8.5M -$706K -3,802 -8%
M&T Bank
193
M&T Bank
New York
$8.39M +$157K +846 +2%
AA
194
Advisory Alpha
Michigan
$8.37M +$8.37M +45,101 New
MC
195
Miles Capital
Iowa
$8.35M -$16.7K -90 -0.2%
TPSF
196
Texas Permanent School Fund
Texas
$8.26M – – –
LS
197
Lattice Strategies
Pennsylvania
$8.25M +$33.4K +180 +0.4%
SMC
198
Smith, Moore & Co
Missouri
$8.24M +$8.24M +44,371 New
NFM
199
North Forty Management
Washington
$8.02M – – –
HCMT
200
Highland Capital Management (Tennessee)
Tennessee
$7.96M +$183K +985 +2%
6 7
8
9 10