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iShares Core S&P 500 ETF
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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 %
TIM
176
Tortoise Investment Management
New York
$7.64M +$7.64M +47,507 New
AW
177
ACG Wealth
Georgia
$7.58M +$7.58M +47,137 New
KIM
178
Karpus Investment Management
New York
$7.33M +$7.33M +45,568 New
SSB
179
Sandy Spring Bank
Maryland
$7.33M +$7.33M +45,549 New
H
180
Hexavest
Quebec, Canada
$7.32M +$7.32M +45,518 New
LS
181
Lattice Strategies
Pennsylvania
$7.17M +$7.17M +44,595 New
NFM
182
North Forty Management
Washington
$6.95M +$6.95M +43,200 New
FT
183
Fiduciary Trust
Massachusetts
$6.88M +$6.88M +42,774 New
HCMT
184
Highland Capital Management (Tennessee)
Tennessee
$6.62M +$6.62M +41,171 New
LGWM
185
Litman Gregory Wealth Management
California
$6.53M +$6.53M +40,599 New
RJFSA
186
Raymond James Financial Services Advisors
Florida
$6.44M +$6.44M +40,015 New
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$6.39M +$6.39M +39,735 New
MCM
188
Maryland Capital Management
Maryland
$6.38M +$6.38M +39,656 New
BRWA
189
B. Riley Wealth Advisors
Florida
$6.32M +$6.32M +39,298 New
CCA
190
Cobblestone Capital Advisors
New York
$6.2M +$6.2M +38,560 New
RJA
191
Raymond James & Associates
Florida
$6.19M +$6.19M +38,479 New
TWA
192
TCI Wealth Advisors
Arizona
$6.12M +$6.12M +38,043 New
DWM
193
Destination Wealth Management
California
$6.08M +$6.08M +37,767 New
SI
194
SII Investments
Wisconsin
$5.99M +$5.99M +37,187 New
SIC
195
Salem Investment Counselors
North Carolina
$5.97M +$5.97M +37,114 New
Truist Financial
196
Truist Financial
North Carolina
$5.89M +$5.89M +36,633 New
NPC
197
National Planning Corporation
California
$5.84M +$5.84M +36,334 New
QA
198
Quantitative Advantage
Minnesota
$5.77M +$5.77M +35,886 New
SHGA
199
Sand Hill Global Advisors
California
$5.6M +$5.6M +34,779 New
Natixis Advisors
200
Natixis Advisors
Massachusetts
$5.56M +$5.56M +34,549 New
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