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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

535 hedge funds and large institutions have $20B invested in iShares Core S&P 500 ETF in 2013 Q2 according to their latest regulatory filings, with 535 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+535
Holders Change %
–
% of All Funds
17.47%
Holding in Top 10
122
Holding in Top 10 Change
+122
Holding in Top 10 Change %
%
% of All Funds
3.98%
New
535
Increased
–
Reduced
–
Closed
–
Calls
$37.1M
Puts
$16.4M
Net Calls
+$20.6M
Net Calls Change
+$20.6M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
BHIA
226
Birch Hill Investment Advisors
Massachusetts
$3.84M +$3.84M +23,855 New
SGK
227
Steigerwald Gordon & Koch
Virginia
$3.82M +$3.82M +24,006 New
CNB
228
City National Bank
California
$3.75M +$3.75M +23,325 New
CW
229
Cobiz Wealth
Colorado
$3.66M +$3.66M +22,757 New
BAAM
230
Baker Avenue Asset Management
California
$3.62M +$3.62M +22,411 New
TPSF
231
Texas Permanent School Fund
Texas
$3.62M +$3.62M +22,500 New
Neuberger Berman Group
232
Neuberger Berman Group
New York
$3.39M +$3.39M +21,088 New
JIP
233
Jaffetilchin Investment Partners
Florida
$3.27M +$3.27M +20,307 New
MFBTD
234
MB Financial Bank - Trust Department
Illinois
$3.21M +$3.21M +19,933 New
AAM
235
Aberdeen Asset Management
United Kingdom
$3.18M +$3.18M +19,722 New
CA
236
Cetera Advisors
Colorado
$3.17M +$3.17M +19,737 New
WCWM
237
Wooster Corthell Wealth Management
Connecticut
$3.17M +$3.17M +19,689 New
Connor, Clark & Lunn Investment Management (CC&L)
238
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.08M +$3.08M +18,145 New
LA
239
Lynch & Associates
Indiana
$3.08M +$3.08M +19,134 New
RBC
240
Ronald Blue & Co
Georgia
$3.07M +$3.07M +19,080 New
KFS
241
KMS Financial Services
Washington
$2.99M +$2.99M +18,584 New
CTA
242
Colonial Trust Advisors
South Carolina
$2.88M +$2.88M +17,925 New
DY
243
Dowling & Yahnke
California
$2.86M +$2.86M +17,774 New
WI
244
WrapManager Inc
California
$2.8M +$2.8M +17,303 New
BWP
245
BSW Wealth Partners
Colorado
$2.78M +$2.78M +17,281 New
RPGK
246
Retirement Planning Group (Kansas)
Kansas
$2.75M +$2.75M +17,060 New
ICOA
247
Investment Centers of America
North Dakota
$2.69M +$2.69M +16,747 New
MFS
248
MSI Financial Services
Massachusetts
$2.65M +$2.65M +16,478 New
SFG
249
SNS Financial Group
Minnesota
$2.63M +$2.63M +16,366 New
GF
250
Gerstein Fisher
New York
$2.59M +$2.59M +16,055 New
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