iShares Core S&P 500 ETF
IVV
557 hedge funds and large institutions have $19.6B invested in iShares Core S&P 500 ETF in 2013 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 194 reducing their positions, and 29 closing their positions.
97% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 29
33% more call options, than puts
Call options by funds: $69.3M | Put options by funds: $52.2M
11% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 194
4% more funds holding
Funds holding: 535 → 557 (+22)
2% more funds holding in top 10
Funds holding in top 10: 122 → 125 (+3)
2% less capital invested
Capital invested by funds: $20B → $19.6B (-$470M)
4.49% less ownership
Funds ownership: 47.52% → 43.02% (-4.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MB
MUFG Bank
Tokyo 100-8388,,
Japan
|
+$359M |
| 2 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$160M |
| 3 |
BlackRock
New York
|
+$112M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$94.4M |
| 5 |
JP Morgan Chase
New York
|
+$57.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
-$1.24B |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$299M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$140M |
| 4 |
CBU
CIBC Bank USA
Chicago,
Illinois
|
-$139M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$127M |
IVV Hedge Fund Activity: Q3 2013 in Review
557 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q3 2013, worth a combined $19.6B — down 2.3% from $20B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new IVV positions and 29 closed out — a net gain of 28 holders — while 216 added to existing stakes and 194 trimmed.
The largest buyer was MUFG Bank, opening a new position worth an estimated $359M. The largest seller was Good Harbor Financial, exiting entirely with an estimated $1.24B sold.
- 557 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2013, up from 535 in Q2 2013.
- Funds reported $19.6B of iShares Core S&P 500 ETF stock for Q3 2013, down 2.3% quarter-over-quarter.
- 57 funds opened new iShares Core S&P 500 ETF positions in Q3 2013 and 29 closed out, a net change of +28 holders.
- The largest iShares Core S&P 500 ETF buyer in Q3 2013 was MUFG Bank, an estimated $359M added.
- The largest iShares Core S&P 500 ETF seller in Q3 2013 was Good Harbor Financial, an estimated $1.24B sold.
Based on aggregated 13F filings for Q3 2013.