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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
PI
51
Placemark Investments
Illinois
$72M +$72.5M +447,649 New
SIC
52
Sigma Investment Counselors
Michigan
$70.2M +$70.7M +436,383 New
VAM
53
Visionary Asset Management
Texas
$69.7M +$70.1M +433,163 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$68.8M +$69.2M +427,350 New
Aviva
55
Aviva
United Kingdom
$68.5M +$68.9M +425,475 New
Brown Advisory
56
Brown Advisory
Maryland
$68.4M +$68.8M +424,949 New
RFC
57
Regions Financial Corp
Alabama
$66.4M +$66.8M +412,663 New
Fiera Capital (Canada)
58
Fiera Capital (Canada)
Quebec, Canada
$62.9M +$63.3M +391,082 New
CC
59
Curian Capital
Colorado
$62.8M +$63.2M +390,432 New
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$62.6M +$63M +388,998 New
US Bancorp
61
US Bancorp
Minnesota
$61.9M +$62.3M +384,965 New
Comerica Bank
62
Comerica Bank
Texas
$61.1M +$61.5M +379,503 New
FNBOH
63
First National Bank of Hutchinson
Kansas
$59.2M +$59.5M +367,754 New
UCFA
64
United Capital Financial Advisors
Texas
$58.5M +$58.9M +363,784 New
ACM
65
Argentus Capital Management
Texas
$54.9M +$55.2M +341,017 New
Ameriprise
66
Ameriprise
Minnesota
$52.3M +$52.6M +325,028 New
BOS
67
Bingham Osborn & Scarborough
California
$52M +$52.3M +323,112 New
HSBC Holdings
68
HSBC Holdings
United Kingdom
$51.2M +$51.3M +317,006 New
WSTAM
69
Wilbanks Smith & Thomas Asset Management
Virginia
$51M +$51.3M +317,117 New
WT
70
Wilmington Trust
Delaware
$49.5M +$49.8M +307,450 New
BP
71
Ballentine Partners
Massachusetts
$49.2M +$49.5M +305,705 New
MB
72
Mizuho Bank
Japan
$48.3M +$48.6M +300,000 New
BWM
73
Braver Wealth Management
Massachusetts
$48.1M +$48.4M +299,061 New
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$44.3M +$44.5M +275,047 New
MTB
75
Mizuho Trust & Banking
Japan
$43.4M +$43.7M +269,828 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.