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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
CBT
451
Central Bank & Trust
Kentucky
$289K +$290K +1,792 New
FA
452
FCG Advisors
New Jersey
$288K +$290K +1,790 New
SCM
453
Sterling Capital Management
North Carolina
$283K +$285K +1,758 New
CAM
454
Carret Asset Management
New York
$281K +$283K +1,745 New
BHBT
455
Burke & Herbert Bank & Trust
Virginia
$278K +$280K +1,730 New
Two Sigma Advisers
456
Two Sigma Advisers
New York
$275K +$277K +1,710 New
TRCT
457
Tower Research Capital (TRC)
New York
$273K +$274K +1,693 New
WI
458
WHV Investments
California
$270K +$272K +1,680 New
CD
459
Carl Domino
Florida
$266K +$268K +1,653 New
MCM
460
Maple Capital Management
Vermont
$257K +$259K +1,600 New
FBA
461
Front Barnett Associates
Illinois
$253K +$255K +1,575 New
WF
462
Welch & Forbes
Massachusetts
$253K +$255K +1,575 New
ST
463
Smithfield Trust
Pennsylvania
$252K +$253K +1,564 New
CCT
464
Capital City Trust
Florida
$247K +$249K +1,535 New
ACM
465
Aviance Capital Management
Florida
$246K +$248K +1,529 New
VCM
466
Violich Capital Management
California
$245K +$246K +1,520 New
FFSOTS
467
Fiduciary Financial Services of The Southwest
Texas
$241K +$243K +1,498 New
MM
468
Main Management
California
$236K +$238K +1,467 New
MCWS
469
McKinley Carter Wealth Services
West Virginia
$235K +$236K +1,460 New
MC
470
Martin & Co
Tennessee
$233K +$235K +1,450 New
WPC
471
White Pine Capital
Minnesota
$230K +$232K +1,430 New
MLL
472
Moody Lynn & Lieberson
Massachusetts
$227K +$228K +1,408 New
PGFC
473
Peapack-Gladstone Financial Corp
New Jersey
$227K +$228K +1,410 New
AT
474
Arden Trust
Delaware
$225K +$227K +1,399 New
BCM
475
Birmingham Capital Management
Alabama
$219K +$220K +1,360 New
17 18
19
20 21

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.