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iShares Core S&P 500 ETF

688 hedge funds and large institutions have $28.1B invested in iShares Core S&P 500 ETF in 2014 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 303 increasing their positions, 236 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

59% more call options, than puts

Call options by funds: $36.2M | Put options by funds: $22.8M

28% more repeat investments, than reductions

Existing positions increased: 303 | Existing positions reduced: 236

4% more funds holding in top 10

Funds holding in top 10: 166172 (+6)

2% more funds holding

Funds holding: 672688 (+16)

2% more capital invested

Capital invested by funds: $27.6B → $28.1B (+$555M)

1.42% less ownership

Funds ownership: 47.66%46.25% (-1.4%)

Holders
688
Holders Change
+16
Holders Change %
+2.38%
% of All Funds
19.97%
Holding in Top 10
172
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.61%
% of All Funds
4.99%
New
46
Increased
303
Reduced
236
Closed
22
Calls
$36.2M
Puts
$22.8M
Net Calls
+$13.4M
Net Calls Change
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$275M +$29.8M +149,675 +12%
CWA
27
Convergent Wealth Advisors
Maryland
$265M -$10.1M -50,552 -4%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$253M -$4.1M -20,579 -2%
AA
29
Alesco Advisors
New York
$238M +$5.08M +25,525 +2%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$234M -$9.83M -49,402 -4%
MAA
31
Managed Account Advisors
New Jersey
$231M +$107M +536,230 +85%
NLI
32
Nippon Life Insurance
Japan
$226M
U
33
UBS
Switzerland
$207M +$9.01M +45,265 +5%
BA
34
BlackRock Advisors
Delaware
$181M +$151M +758,342 +487%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$181M -$1.19M -5,995 -0.7%
Nomura Holdings
36
Nomura Holdings
Japan
$179M -$20.1M -100,891 -10%
LPL Financial
37
LPL Financial
California
$176M +$21.1M +106,059 +13%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$173M -$6.75M -33,907 -4%
Goldman Sachs
39
Goldman Sachs
New York
$160M -$290M -1,458,928 -64%
JRP
40
Jasper Ridge Partners
California
$155M +$64.6M +324,500 +71%
M&T Bank
41
M&T Bank
New York
$151M +$141M +707,219 +1,303%
BIT
42
BlackRock Institutional Trust
California
$147M -$29.2M -146,566 -17%
SIM
43
Sentry Investment Management
Wisconsin
$143M +$3.98M +20,000 +3%
FSIM
44
F-Squared Investment Management
Massachusetts
$142M +$74.9M +376,244 +111%
SB
45
Suntrust Banks
Georgia
$141M -$954K -4,792 -0.7%
JIC
46
Johnson Investment Counsel
Ohio
$139M +$1.64M +8,221 +1%
HI
47
Horizon Investments
North Carolina
$138M -$42.9M -215,431 -24%
Lazard Asset Management
48
Lazard Asset Management
New York
$133M -$2.67M -13,393 -2%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$128M +$1.09M +5,471 +0.9%
AC
50
Allstate Corporation
Illinois
$122M -$394M -1,980,455 -76%

IVV Hedge Fund Activity: Q3 2014 in Review

688 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q3 2014, worth a combined $28.1B — up 2% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IVV positions and 22 closed out — a net gain of 24 holders — while 303 added to existing stakes and 236 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $243M. The largest seller was Allstate Corporation, cutting an estimated $394M.

  • 688 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2014, up from 672 in Q2 2014.
  • Funds reported $28.1B of iShares Core S&P 500 ETF stock for Q3 2014, up 2% quarter-over-quarter.
  • 46 funds opened new iShares Core S&P 500 ETF positions in Q3 2014 and 22 closed out, a net change of +24 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q3 2014 was Parametric Portfolio Associates, an estimated $243M added.
  • The largest iShares Core S&P 500 ETF seller in Q3 2014 was Allstate Corporation, an estimated $394M sold.

Based on aggregated 13F filings for Q3 2014.