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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

672 hedge funds and large institutions have $27.6B invested in iShares Core S&P 500 ETF in 2014 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 282 increasing their positions, 243 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+23
Holders Change %
+3.54%
% of All Funds
19.33%
Holding in Top 10
166
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.11%
% of All Funds
4.77%
New
50
Increased
282
Reduced
243
Closed
24
Calls
$36.5M
Puts
$16.8M
Net Calls
+$19.8M
Net Calls Change
-$6.46M

Top Buyers

1
Korea Investment Corp
Korea Investment Corp
South Korea
+$275M
2
MTB
Mizuho Trust & Banking
Japan
+$263M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$203M
4
Nomura Holdings
Nomura Holdings
Japan
+$195M
5
BJ
BlackRock Japan
Japan
+$184M

Top Sellers

1
GHF
Good Harbor Financial
Illinois
-$1.34B
2
Citigroup
Citigroup
New York
-$195M
3
PPFA
Provida Pension Fund Administrator
Chile
-$136M
4
AA
ALPS Advisors
Colorado
-$135M
5
Goldman Sachs
Goldman Sachs
New York
-$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
201
CPWM LLC
Washington
$9.69M -$46.1K -234 -0.5%
TH
202
Timber Hill
Connecticut
$9.68M +$9.68M +49,130 New
HCM
203
Hollencrest Capital Management
California
$9.64M -$190K -964 -2%
MA
204
Montag & Associates
Georgia
$9.51M +$725K +3,678 +8%
EA
205
Elm Advisors
California
$8.99M -$238K -1,210 -3%
WSFS
206
Wilmington Savings Fund Society
Delaware
$8.86M +$45.5K +231 +0.5%
HCMT
207
Highland Capital Management (Tennessee)
Tennessee
$8.84M -$278K -1,412 -3%
SMC
208
Smith, Moore & Co
Missouri
$8.69M -$154K -781 -2%
TPSF
209
Texas Permanent School Fund
Texas
$8.63M – – –
SJIM
210
St. Johns Investment Management
Florida
$8.58M +$321K +1,630 +4%
PA
211
Pinnacle Associates
New York
$8.54M -$145K -737 -2%
NFM
212
North Forty Management
Washington
$8.51M – – –
MC
213
Miles Capital
Iowa
$8.45M +$18.3K +93 +0.2%
PAG
214
Private Advisor Group
New Jersey
$8.43M +$1.59M +8,091 +23%
BWP
215
BSW Wealth Partners
Colorado
$8.34M +$124K +631 +2%
SCG
216
Strategic Capital Group
Washington
$8.26M +$8.16M +41,407 +8,199%
CAM
217
Congress Asset Management
Massachusetts
$8.21M +$3.39M +17,229 +71%
CNB
218
City National Bank
California
$8.07M +$2.79M +14,172 +53%
LGWM
219
Litman Gregory Wealth Management
California
$8.03M +$295K +1,497 +4%
SIC
220
Salem Investment Counselors
North Carolina
$7.94M +$104K +529 +1%
GT
221
Greenleaf Trust
Michigan
$7.86M +$2.03M +10,313 +35%
TCM
222
Twele Capital Management
Minnesota
$7.84M – – –
CL
223
Choreo LLC
Illinois
$7.77M +$320K +1,624 +4%
WOA
224
Water Oak Advisors
Florida
$7.74M +$7.74M +39,270 New
CWM
225
Confluence Wealth Management
Oregon
$7.7M +$498K +2,526 +7%
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