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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 %
EWM
476
Empirical Wealth Management
Washington
$218K +$218K +1,352 New
BAM
477
Berkshire Asset Management
Pennsylvania
$215K +$215K +1,335 New
BAM
478
Barrett Asset Management
New York
$214K +$214K +1,331 New
MCM
479
McRae Capital Management
New Jersey
$212K +$212K +1,317 New
HRIA
480
Haberer Registered Investment Advisor
Ohio
$210K +$210K +1,305 New
SBCM
481
Silver Bridge Capital Management
Massachusetts
$209K +$209K +1,300 New
CCT
482
Country Club Trust
Missouri
$208K +$208K +1,290 New
MIP
483
Marietta Investment Partners
Wisconsin
$206K +$206K +1,281 New
KIG
484
Kovitz Investment Group
Illinois
$204K +$204K +1,269 New
VIMU
485
Veritas Investment Management (UK)
United Kingdom
$201K +$201K +1,250 New
FWC
486
First Washington Corp
Washington
$177K +$177K +1,100 New
FHC
487
First Heartland Consultants
Missouri
$169K +$169K +1,051 New
PFO
488
Pathstone Family Office
New Jersey
$160K +$160K +996 New
JFA
489
JNBA Financial Advisors
Minnesota
$152K +$152K +945 New
ECAM
490
East Coast Asset Management
Massachusetts
$151K +$151K +936 New
First Manhattan
491
First Manhattan
New York
$140K +$140K +830 New
BPBT
492
Boston Private Bank & Trust
Massachusetts
$139K +$139K +865 New
JG
493
Jefferies Group
New York
$136K +$136K +843 New
T
494
Thomaspartners
Massachusetts
$131K +$131K +816 New
Toronto Dominion Bank
495
Toronto Dominion Bank
Ontario, Canada
$129K +$129K +800 New
RFA
496
Reilly Financial Advisors
California
$126K +$126K +781 New
NES
497
New England Securities
New York
$115K +$115K +716 New
1IC
498
1919 Investment Counsel
Maryland
$113K +$113K +701 New
JFGIW
499
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K +$101K +630 New
SHWM
500
Smith & Howard Wealth Management
Georgia
$93K +$93K +580 New
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