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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 %
HCM
401
Harvey Capital Management
Florida
$591K +$591K +3,675 New
PFS
402
Prospera Financial Services
Texas
$589K +$589K +3,632 New
HAIM
403
Hunter Associates Investment Management
Pennsylvania
$578K +$578K +3,595 New
AAM
404
Aureus Asset Management
Massachusetts
$563K +$563K +3,500 New
TNB
405
Thomasville National Bank
Georgia
$560K +$560K +3,480 New
SCA
406
Salient Capital Advisors
Texas
$554K +$554K +3,443 New
TCOV
407
Trust Company of Vermont
Vermont
$550K +$550K +3,421 New
RCM
408
Rotella Capital Management
Washington
$547K +$547K +3,400 New
HSA
409
HBK Sorce Advisory
Pennsylvania
$544K +$544K +3,386 New
SG Americas Securities
410
SG Americas Securities
New York
$541K +$541K +3,361 New
KTC
411
Kistler-Tiffany Companies
Pennsylvania
$533K +$533K +3,311 New
UR
412
USCA RIA
Texas
$526K +$526K +3,269 New
JWA
413
JFS Wealth Advisors
Pennsylvania
$517K +$517K +3,211 New
HL
414
HeadInvest LLC
Maine
$515K +$515K +3,204 New
B
415
Bailard
California
$508K +$508K +3,155 New
FGP
416
Foyston, Gordon, & Payne
Ontario, Canada
$499K +$499K +3,100 New
CTC
417
Central Trust Company
Missouri
$495K +$495K +3,074 New
SBH
418
Segall Bryant & Hamill
Illinois
$470K +$470K +2,919 New
EK
419
Evensky & Katz
Florida
$468K +$468K +2,913 New
WSA
420
Willow Street Advisors
Florida
$463K +$463K +817 New
ZF
421
Zhang Financial
Michigan
$459K +$459K +2,851 New
KIA
422
KCM Investment Advisors
California
$446K +$446K +2,772 New
AWMS
423
Advocacy Wealth Management Services
Georgia
$427K +$427K +2,655 New
HCM
424
HM Capital Management
Missouri
$420K +$420K +2,609 New
VFAM
425
Valley Forge Asset Management
Pennsylvania
$412K +$412K +2,559 New
15 16
17
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