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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 %
IIC
201
Ironwood Investment Counsel
Arizona
$5.55M +$5.55M +34,497 New
PCM
202
Parsons Capital Management
Rhode Island
$5.52M +$5.52M +34,278 New
SC
203
Scotia Capital
Ontario, Canada
$5.36M +$5.36M +33,315 New
SIM
204
Sigma Investment Management
Oregon
$5.34M +$5.34M +33,214 New
ST
205
Sageworth Trust
Pennsylvania
$5.33M +$5.33M +31,423 New
JFG
206
JMG Financial Group
Illinois
$5.29M +$5.29M +32,908 New
FHB
207
First Hawaiian Bank
Hawaii
$5.19M +$5.19M +32,258 New
TCM
208
Twele Capital Management
Minnesota
$5.14M +$5.14M +31,943 New
MCC
209
Mid Continent Capital
Illinois
$5.09M +$5.09M +31,610 New
KCM
210
Kanawha Capital Management
Virginia
$4.99M +$4.99M +31,012 New
MGIA
211
Moneta Group Investment Advisors
Missouri
$4.91M +$4.91M +30,525 New
BII
212
Baring International Investment
United Kingdom
$4.65M +$4.65M +28,710 New
TAM
213
Todd Asset Management
Kentucky
$4.62M +$4.62M +28,690 New
HighTower Advisors
214
HighTower Advisors
Illinois
$4.51M +$4.51M +28,056 New
PFG
215
Pacific Financial Group
Washington
$4.47M +$4.47M +27,809 New
TCT
216
TIAA CREF Trust
Missouri
$4.37M +$4.37M +27,149 New
WB
217
Webster Bank
Connecticut
$4.36M +$4.36M +27,108 New
PA
218
Pinnacle Associates
New York
$4.34M +$4.34M +26,965 New
GT
219
Greenleaf Trust
Michigan
$4.22M +$4.22M +26,225 New
SNC
220
Stifel Nicolaus & Co
Missouri
$4.12M +$4.12M +25,602 New
MFO
221
Marcuard Family Office
Switzerland
$4.02M +$4.02M +25,000 New
MFP
222
Mosaic Financial Partners
California
$4.01M +$4.01M +24,925 New
SAM
223
Silvercrest Asset Management
New York
$3.95M +$3.95M +24,566 New
AAS
224
Annex Advisory Services
Wisconsin
$3.86M +$3.86M +24,006 New
CWM
225
Cabot Wealth Management
Massachusetts
$3.85M +$3.85M +23,906 New
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