iShares Core S&P 500 ETF
IVV
635 hedge funds and large institutions have $27.2B invested in iShares Core S&P 500 ETF in 2013 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 241 increasing their positions, 195 reducing their positions, and 32 closing their positions.
266% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 32
39% more capital invested
Capital invested by funds: $19.6B → $27.2B (+$7.61B)
30% more funds holding in top 10
Funds holding in top 10: 125 → 162 (+37)
24% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 195
14% more funds holding
Funds holding: 557 → 635 (+78)
6.48% more ownership
Funds ownership: 43.02% → 49.51% (+6.5%)
44% less call options, than puts
Call options by funds: $12.9M | Put options by funds: $22.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
+$2.15B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$500M |
| 3 |
Goldman Sachs
New York
|
+$367M |
| 4 |
Citigroup
New York
|
+$362M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$220M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$185M |
| 2 |
MB
MUFG Bank
Tokyo 100-8388,,
Japan
|
-$94.3M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$73.8M |
| 4 |
JP Morgan Chase
New York
|
-$70.3M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$64.5M |
IVV Hedge Fund Activity: Q4 2013 in Review
635 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2013, worth a combined $27.2B — up 39% from $19.6B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new IVV positions and 32 closed out — a net gain of 85 holders — while 241 added to existing stakes and 195 trimmed.
The largest buyer was Good Harbor Financial, opening a new position worth an estimated $2.15B. The largest seller was BlackRock Advisors, cutting an estimated $185M.
- 635 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2013, up from 557 in Q3 2013.
- Funds reported $27.2B of iShares Core S&P 500 ETF stock for Q4 2013, up 39% quarter-over-quarter.
- 117 funds opened new iShares Core S&P 500 ETF positions in Q4 2013 and 32 closed out, a net change of +85 holders.
- The largest iShares Core S&P 500 ETF buyer in Q4 2013 was Good Harbor Financial, an estimated $2.15B added.
- The largest iShares Core S&P 500 ETF seller in Q4 2013 was BlackRock Advisors, an estimated $185M sold.
Based on aggregated 13F filings for Q4 2013.