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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 %
KCM
201
Kanawha Capital Management
Virginia
$5.31M +$66.7K +395 +1%
ST
202
Sageworth Trust
Pennsylvania
$5.22M -$87K -515 -2%
PCM
203
Parsons Capital Management
Rhode Island
$5.22M -$574K -3,399 -10%
IB
204
Intrust Bank
Kansas
$5.16M +$2.53M +14,996 +96%
Truist Financial
205
Truist Financial
North Carolina
$5.15M -$1.03M -6,123 -17%
MGIA
206
Moneta Group Investment Advisors
Missouri
$5.14M -$20.3K -120 -0.4%
TI
207
Truepoint Inc
Ohio
$5.1M +$5.1M +30,179 New
GT
208
Greenleaf Trust
Michigan
$4.96M +$528K +3,125 +12%
SFG
209
SNS Financial Group
Minnesota
$4.89M +$2.13M +12,608 +77%
IIC
210
Ironwood Investment Counsel
Arizona
$4.88M -$947K -5,609 -16%
TAM
211
Todd Asset Management
Kentucky
$4.65M -$193K -1,140 -4%
SAM
212
Silvercrest Asset Management
New York
$4.62M +$473K +2,800 +11%
PA
213
Pinnacle Associates
New York
$4.59M +$31.1K +184 +0.7%
WB
214
Webster Bank
Connecticut
$4.58M – – –
MCC
215
Mid Continent Capital
Illinois
$4.56M -$777K -4,600 -15%
H
216
Hexavest
Quebec, Canada
$4.53M -$3.16M -18,729 -41%
RTS
217
Round Table Services
New Jersey
$4.51M -$32.4M -191,648 -88%
QA
218
Quantitative Advantage
Minnesota
$4.5M -$1.57M -9,273 -26%
TCT
219
TIAA CREF Trust
Missouri
$4.45M -$137K -811 -3%
RNS
220
Robert N. Shapiro
$4.43M +$2.11M +12,517 +91%
CCA
221
Cobblestone Capital Advisors
New York
$4.43M -$2.09M -12,352 -32%
MFO
222
Marcuard Family Office
Switzerland
$4.22M – – –
AIP
223
ARS Investment Partners
New York
$4.16M +$4.16M +24,600 New
MFP
224
Mosaic Financial Partners
California
$4.15M -$54.9K -325 -1%
CNB
225
City National Bank
California
$4.09M +$150K +887 +4%
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