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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
Good Harbor Financial
Illinois
$2.24B
2
Bank of America
Bank of America
North Carolina
$1.49B
3
Goldman Sachs
Goldman Sachs
New York
$519M
4
Citigroup
Citigroup
New York
$384M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$495M

Top Sellers

1
BA
BlackRock Advisors
Delaware
$23.7M
2
MB
MUFG Bank
Japan
$297M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$204M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$544M
5
SMM
Stadion Money Management
Georgia
$1.22B
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
201
Enterprise Financial Services Corp (EFSC)
Missouri
$7.9M +$221K +1,188 +3%
PFS
202
Prospera Financial Services
Texas
$7.7M +$6.19M +33,320 +409%
FF
203
Friedenthal Financial
New Jersey
$7.62M +$7.62M +41,042 New
MCM
204
Maryland Capital Management
Maryland
$7.4M -$13.9K -75 -0.2%
LGWM
205
Litman Gregory Wealth Management
California
$7.23M -$174K -937 -2%
GT
206
Glenview Trust
Kentucky
$7.15M +$7.15M +38,502 New
Natixis Advisors
207
Natixis Advisors
Massachusetts
$7.11M +$7.11M +38,299 New
EIM
208
ExxonMobil Investment Management
Texas
$7.08M -$1.86M -10,000 -21%
SC
209
Savant Capital
Illinois
$7.08M -$24.9K -134 -0.4%
SIC
210
Salem Investment Counselors
North Carolina
$6.98M -$7.98K -43 -0.1%
MA
211
Montag & Associates
Georgia
$6.9M +$956K +5,150 +16%
SI
212
SII Investments
Wisconsin
$6.85M +$132K +712 +2%
CFC
213
Coyle Financial Counsel
Illinois
$6.67M +$6.67M +35,945 New
CA
214
Cetera Advisors
Colorado
$6.56M +$2.42M +13,043 +58%
TWA
215
TCI Wealth Advisors
Arizona
$6.56M -$297K -1,601 -4%
PA
216
Pinnacle Associates
New York
$6.56M +$1.52M +8,170 +30%
SHGA
217
Sand Hill Global Advisors
California
$6.46M -$5.95M -32,060 -48%
TCM
218
Twele Capital Management
Minnesota
$6.41M +$477K +2,570 +8%
AFG
219
Arkansas Financial Group
Arkansas
$6.36M +$6.36M +34,279 New
NFG
220
NewFocus Financial Group
Washington
$6.36M +$6.36M +34,229 New
TFO
221
Tarbox Family Office
California
$6.32M +$6.32M +34,015 New
H
222
Hexavest
Quebec, Canada
$6.22M +$1.24M +6,699 +25%
KCM
223
Kanawha Capital Management
Virginia
$6.06M +$227K +1,225 +4%
SIM
224
Sigma Investment Management
Oregon
$6.04M -$50.7K -273 -0.8%
GF
225
Gerstein Fisher
New York
$5.94M +$2.96M +15,998 +99%
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