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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
Nomura Holdings
26
Nomura Holdings
Japan
$161M +$162M +1,000,984 New
BIM
27
BlackRock Investment Management
Delaware
$148M +$148M +916,886 New
LPL Financial
28
LPL Financial
California
$147M +$148M +911,254 New
Lazard Asset Management
29
Lazard Asset Management
New York
$141M +$142M +878,654 New
BDF
30
Balasa Dinverno & Foltz
$131M +$132M +815,156 New
AA
31
Alesco Advisors
New York
$128M +$128M +792,677 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$125M +$126M +776,272 New
U
33
UBS
Switzerland
$120M +$120M +743,750 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$117M +$118M +727,857 New
PP
35
Prudential plc
United Kingdom
$116M +$116M +718,566 New
Goldman Sachs
36
Goldman Sachs
New York
$113M +$113M +699,754 New
SIM
37
Sentry Investment Management
Wisconsin
$112M +$112M +693,900 New
AA
38
ALPS Advisors
Colorado
$109M +$110M +676,772 New
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$108M +$109M +672,210 New
JIC
40
Johnson Investment Counsel
Ohio
$106M +$107M +660,931 New
QLMGAA
41
QS Legg Mason Global Asset Allocation
New York
$105M +$105M +649,582 New
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$98.6M +$99.2M +612,601 New
AL
43
Aspiriant LLC
California
$94.7M +$95.3M +588,587 New
Barclays
44
Barclays
United Kingdom
$90.1M +$90.7M +560,343 New
V
45
Veritable
Delaware
$89.3M +$89.9M +555,008 New
1GA
46
1st Global Advisors
Texas
$88.9M +$89.4M +552,299 New
Creative Planning
47
Creative Planning
Kansas
$84.6M +$85.2M +525,898 New
BFPW
48
BOK Financial Private Wealth
Colorado
$80M +$80.5M +496,985 New
PPA
49
Parametric Portfolio Associates
Washington
$79.8M +$80.3M +495,930 New
DCC
50
Dow Chemical Company
Michigan
$74M +$74.4M +459,412 New
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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.