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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

649 hedge funds and large institutions have $27.1B invested in iShares Core S&P 500 ETF in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 271 increasing their positions, 223 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+14
Holders Change %
+2.2%
% of All Funds
18.76%
Holding in Top 10
161
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.62%
% of All Funds
4.65%
New
54
Increased
271
Reduced
223
Closed
35
Calls
$34.8M
Puts
$8.54M
Net Calls
+$26.2M
Net Calls Change
+$36.2M

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$330M
2
PPFA
Provida Pension Fund Administrator
Chile
$690M
3
AC
Allstate Corporation
Illinois
$451M
4
GHF
Good Harbor Financial
Illinois
$2.45B
5
NLI
Nippon Life Insurance
Japan
$184M

Top Sellers

1
BlackRock
BlackRock
New York
$2.32B
2
Bank of America
Bank of America
North Carolina
$1.14B
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$83.3M
4
SMM
Stadion Money Management
Georgia
$980M
5
BG
BlackRock Group
United Kingdom
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
201
Nottingham Advisors
New York
$8.57M +$4.84M +25,730 +130%
NFG
202
NewFocus Financial Group
Washington
$8.46M +$2.02M +10,723 +31%
SMC
203
Smith, Moore & Co
Missouri
$8.45M +$99.1K +527 +1%
WSFS
204
Wilmington Savings Fund Society
Delaware
$8.42M -$192K -1,023 -2%
MA
205
Montag & Associates
Georgia
$8.39M +$1.4M +7,430 +20%
PA
206
Pinnacle Associates
New York
$8.29M +$1.65M +8,753 +25%
TPSF
207
Texas Permanent School Fund
Texas
$8.24M -$132K -700 -2%
MG
208
MDE Group
New Jersey
$8.19M +$5.33M +28,340 +186%
ACM
209
Acertus Capital Management
New Jersey
$8.19M +$5.33M +28,340 +186%
NFM
210
North Forty Management
Washington
$8.13M – – –
MC
211
Miles Capital
Iowa
$8.05M -$411K -2,186 -5%
PFS
212
Prospera Financial Services
Texas
$7.97M +$163K +869 +2%
SJIM
213
St. Johns Investment Management
Florida
$7.89M +$7.89M +41,932 New
BWP
214
BSW Wealth Partners
Colorado
$7.85M +$4.18M +22,227 +114%
SIC
215
Salem Investment Counselors
North Carolina
$7.49M +$410K +2,179 +6%
TCM
216
Twele Capital Management
Minnesota
$7.48M +$991K +5,268 +15%
CA
217
Cetera Advisors
Colorado
$7.44M +$799K +4,253 +12%
LWM
218
Lyons Wealth Management
Florida
$7.42M -$3.58M -19,048 -33%
LGWM
219
Litman Gregory Wealth Management
California
$7.39M +$62.1K +330 +0.8%
CL
220
Choreo LLC
Illinois
$7.11M +$7.11M +37,794 New
LS
221
Lattice Strategies
Pennsylvania
$7.1M -$1.26M -6,685 -15%
EFSCE
222
Enterprise Financial Services Corp (EFSC)
Missouri
$7.02M -$984K -5,229 -12%
CFC
223
Coyle Financial Counsel
Illinois
$6.99M +$231K +1,226 +3%
CWM
224
Confluence Wealth Management
Oregon
$6.88M +$6.88M +36,546 New
TFO
225
Tarbox Family Office
California
$6.81M +$551K +2,995 +9%
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