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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
LC
376
Lilley & Co
Michigan
$715K +$720K +4,445 New
WPC
377
Waters Parkerson & Co
Louisiana
$711K +$716K +4,421 New
CCM
378
Cazenove Capital Management
United Kingdom
$700K +$704K +4,350 New
CAPTRUST Financial Advisors
379
CAPTRUST Financial Advisors
North Carolina
$694K +$699K +4,315 New
NHFG
380
New Harbor Financial Group
Massachusetts
$684K +$688K +4,250 New
TSWM
381
Triangle Securities Wealth Management
North Carolina
$684K +$688K +4,250 New
PPCM
382
Pillar Pacific Capital Management
California
$683K +$687K +4,244 New
AMG
383
Asset Management Group
Connecticut
$678K +$683K +4,217 New
GAM
384
Gould Asset Management
California
$662K +$666K +4,115 New
RG
385
Rathbones Group
United Kingdom
$651K +$655K +4,045 New
PFM
386
Parsec Financial Management
North Carolina
$646K +$650K +4,017 New
SCM
387
Shapiro Capital Management
Georgia
$644K +$648K +4,000 New
Fayez Sarofim & Co
388
Fayez Sarofim & Co
Texas
$638K +$641K +3,961 New
FCI
389
Financial Counselors Inc
Kansas
$625K +$629K +3,884 New
NAM
390
NTV Asset Management
West Virginia
$621K +$625K +3,862 New
GIA
391
GHP Investment Advisors
Colorado
$619K +$623K +3,846 New
EWA
392
Exencial Wealth Advisors
Oklahoma
$617K +$586K +3,618 New
BHTS
393
Bar Harbor Trust Services
Maine
$615K +$619K +3,820 New
WB
394
WesBanco Bank
West Virginia
$610K +$614K +3,793 New
BCM
395
Brookmont Capital Management
Texas
$607K +$611K +3,774 New
NFG
396
Nadler Financial Group
Illinois
$606K +$610K +3,768 New
DC
397
Davenport & Co
Virginia
$601K +$605K +3,737 New
SNT
398
Security National Trust
West Virginia
$601K +$605K +3,739 New
TCM
399
Telos Capital Management
California
$597K +$601K +3,711 New
CRC
400
Curi RMB Capital
Illinois
$594K +$598K +3,690 New
14 15
16
17 18

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.