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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 %
RJT
326
Raymond James Trust
Florida
$1.37M +$1.37M +8,525 New
VOYA Investment Management
327
VOYA Investment Management
Georgia
$1.37M +$1.37M +8,492 New
BOTW
328
Bank of the West
California
$1.35M +$1.35M +8,416 New
OCG
329
Opus Capital Group
Ohio
$1.29M +$1.29M +8,023 New
CAL
330
Capital Analysts LLC
Pennsylvania
$1.28M +$1.28M +7,975 New
Sumitomo Mitsui Trust Group
331
Sumitomo Mitsui Trust Group
Japan
$1.28M +$1.28M +7,970 New
SC
332
SouthState Corp
Florida
$1.27M +$1.27M +7,919 New
MBT
333
Montecito Bank & Trust
California
$1.27M +$1.27M +7,912 New
CCM
334
Cohen Capital Management
California
$1.26M +$1.26M +7,833 New
Robeco Institutional Asset Management
335
Robeco Institutional Asset Management
Netherlands
$1.22M +$1.22M +7,600 New
PTC
336
Private Trust Company
Ohio
$1.2M +$1.2M +7,439 New
FHC
337
First Horizon Corporation
Tennessee
$1.15M +$1.15M +7,148 New
MPI
338
Mairs & Power Inc
Minnesota
$1.14M +$1.14M +7,090 New
TT
339
Tower Trust
Indiana
$1.11M +$1.11M +6,914 New
JWM
340
Jacobus Wealth Management
Wisconsin
$1.11M +$1.11M +6,875 New
PRA
341
Parametric Risk Advisors
Connecticut
$1.09M +$1.09M +6,800 New
SYBT
342
Stock Yards Bank & Trust
Kentucky
$1.04M +$1.04M +6,491 New
BC
343
Bartlett & Co
Ohio
$1.04M +$1.04M +6,491 New
MWAM
344
Mariner Wealth Advisors (Madison)
Kansas
$1.03M +$1.03M +6,370 New
ANB
345
Amarillo National Bank
Texas
$1M +$1M +6,240 New
SAM
346
Summit Asset Management
Tennessee
$999K +$999K +6,208 New
MM
347
Meridian Management
Arkansas
$978K +$978K +5,769 New
CDIA
348
Capital Directions Investment Advisors
Georgia
$977K +$977K +6,072 New
HC
349
HHG & Company
Connecticut
$967K +$967K +6,004 New
CL
350
CIM LLC
New York
$958K +$958K +5,955 New
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