IVV icon

iShares Core S&P 500 ETF

557 hedge funds and large institutions have $19.6B invested in iShares Core S&P 500 ETF in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 194 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
557
Holders Change
+22
Holders Change %
+4.11%
% of All Funds
18.07%
Holding in Top 10
125
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+2.46%
% of All Funds
4.05%
New
57
Increased
216
Reduced
194
Closed
29
Calls
$69.3M
Puts
$52.2M
Net Calls
+$17.1M
Net Calls Change
-$3.51M
Name Holding Trade Value Shares
Change
Shares
Change %
BOTW
351
Bank of the West
California
$1.08M -$337K -1,998 -24%
1IA
352
1834 Investment Advisors
Wisconsin
$1.08M +$317K +1,877 +42%
PTC
353
Private Trust Company
Ohio
$1.06M -$195K -1,155 -16%
ANB
354
Amarillo National Bank
Texas
$1.05M
MWAM
355
Mariner Wealth Advisors (Madison)
Kansas
$1.05M -$31.3K -185 -3%
SAM
356
Summit Asset Management
Tennessee
$1.03M -$23.3K -138 -2%
CTA
357
Chesley Taft & Associates
Illinois
$1.02M +$103K +610 +11%
HC
358
HHG & Company
Connecticut
$1.02M +$2.7K +16 +0.3%
MPI
359
Mairs & Power Inc
Minnesota
$1M -$195K -1,157 -16%
VAM
360
Visionary Asset Management
Texas
$991K -$71.7M -427,257 -99%
WRM
361
Westport Resources Management
Connecticut
$988K +$110K +651 +13%
PFBT
362
Parkside Financial Bank & Trust
Missouri
$976K -$560K -3,315 -36%
CL
363
CIM LLC
New York
$976K -$30.1K -178 -3%
MM
364
Meridian Management
Arkansas
$971K -$3.38K -20 -0.3%
SAG
365
Sterne Agee Group
Alabama
$966K +$605K +3,580 +167%
GAM
366
Gould Asset Management
California
$961K +$266K +1,575 +38%
SWA
367
SFMG Wealth Advisors
Texas
$945K -$1.68M -9,945 -64%
GA
368
Geneva Advisors
Illinois
$945K +$4.9K +29 +0.5%
ZTNA
369
Zions Trust National Association
Utah
$936K -$1.18K -7 -0.1%
IAS
370
IMA Advisory Services
Colorado
$919K
AAM
371
Autus Asset Management
Arizona
$919K +$21.8K +129 +2%
CCM
372
Coe Capital Management
Illinois
$914K -$8.45K -50 -0.9%
DT
373
Diversified Trust
Tennessee
$889K
CDIA
374
Capital Directions Investment Advisors
Georgia
$888K -$138K -816 -13%
AMG
375
Asset Management Group
Connecticut
$885K +$173K +1,021 +24%