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iShares Core S&P 500 ETF
IVV

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

125% more call options, than puts

Call options by funds: $37.1M | Put options by funds: $16.4M

47.52% more ownership

Funds ownership: 0% → 47.52% (+48%)

Holders
535
Holders Change
+535
Holders Change %
–
% of All Funds
17.46%
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 		Change in
Stake
JT
351
Jump Trading
Illinois
$933K +$939K +5,798 New
FSC
352
Fiduciary Services Corp
Georgia
$910K +$916K +5,655 New
GA
353
Geneva Advisors
Illinois
$895K +$901K +5,564 New
ZTNA
354
Zions Trust National Association
Utah
$892K +$898K +5,547 New
CCM
355
Coe Capital Management
Illinois
$879K +$884K +5,461 New
CTA
356
Chesley Taft & Associates
Illinois
$876K +$882K +5,446 New
IAS
357
IMA Advisory Services
Colorado
$875K +$881K +5,440 New
SCM
358
Sterneck Capital Management
Missouri
$862K +$867K +5,355 New
AAM
359
Autus Asset Management
Arizona
$854K +$860K +5,310 New
RRWJ
360
R. Robert Woodburn Jr
$853K +$858K +5,300 New
DT
361
Diversified Trust
Tennessee
$848K +$853K +5,266 New
WRM
362
Westport Resources Management
Connecticut
$837K +$842K +5,200 New
BOS
363
Bank of Stockton
California
$829K +$834K +5,150 New
PP
364
Patten & Patten
Tennessee
$828K +$833K +5,145 New
CCM
365
Chinook Capital Management
Oregon
$821K +$826K +5,102 New
MS
366
Marshall & Sullivan
Washington
$804K +$810K +5,000 New
PWM
367
ParenteBeard Wealth Management
Pennsylvania
$761K +$766K +4,731 New
Macquarie Group
368
Macquarie Group
Australia
$755K +$759K +4,690 New
CCM
369
Coldstream Capital Management
Washington
$735K +$740K +4,571 New
JIR
370
James Investment Research
Ohio
$734K +$738K +4,560 New
1IA
371
1834 Investment Advisors
Wisconsin
$726K +$731K +4,513 New
BBPWM
372
Blue Bell Private Wealth Management
Pennsylvania
$725K +$730K +4,506 New
AC
373
Alexandria Capital
Virginia
$722K +$727K +4,489 New
RC
374
RegentAtlantic Capital
New Jersey
$719K +$724K +4,470 New
BSW
375
Buckingham Strategic Wealth
Missouri
$718K +$722K +4,460 New
13 14
15
16 17

IVV Hedge Fund Activity: Q2 2013 in Review

535 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2013, worth a combined $20B.

Buyers outnumbered sellers: 535 funds opened new IVV positions and 0 closed out — a net gain of 535 holders — while 0 added to existing stakes and 0 trimmed.

  • 535 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $20B of iShares Core S&P 500 ETF stock for Q2 2013.
  • 535 funds opened new iShares Core S&P 500 ETF positions in Q2 2013 and 0 closed out, a net change of +535 holders.

Based on aggregated 13F filings for Q2 2013.