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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
LW
76
Linscomb Wealth
Texas
$42.6M +$42.8M +264,574 New
LIA
77
LBMC Investment Advisors
Tennessee
$41.1M +$41.4M +255,588 New
NLI
78
Nippon Life Insurance
Japan
$41M +$41.3M +254,900 New
BF
79
BOK Financial
Oklahoma
$40M +$40.2M +248,560 New
WTNA
80
Wilmington Trust National Association
Delaware
$39.7M +$40M +246,953 New
AIM
81
abrdn Investment Management
United Kingdom
$38.4M +$38.6M +238,181 New
AGA
82
Accuvest Global Advisors
Utah
$36.7M +$36.9M +227,979 New
NG
83
NatWest Group
United Kingdom
$36.7M +$36.9M +227,861 New
AI
84
Accredited Investors
Minnesota
$36.1M +$36.3M +224,302 New
RTS
85
Round Table Services
New Jersey
$35.1M +$35.4M +218,363 New
CEMP
86
Compass Efficient Model Portfolios
Tennessee
$35M +$35.2M +217,672 New
KCM
87
Karsch Capital Management
New York
$33.4M +$33.6M +207,522 New
MWP
88
MYCIO Wealth Partners
Pennsylvania
$33.4M +$33.6M +207,376 New
CPO
89
Cerity Partners OCIO
New York
$33.1M +$33.3M +205,599 New
KCG
90
Knight Capital Group
$31.2M +$31.4M +194,110 New
AIA
91
Alerus Investment Advisors
Minnesota
$30M +$30.1M +185,697 New
FWCM
92
Ferguson Wellman Capital Management
Oregon
$29.2M +$29.4M +181,664 New
CS
93
Credit Suisse
Switzerland
$28.4M +$28.6M +176,324 New
HFS
94
HL Financial Services
Kentucky
$28.3M +$28.4M +175,695 New
BA
95
Bridgewater Associates
Connecticut
$28.2M +$28.3M +175,000 New
BJ
96
BlackRock Japan
Japan
$27.3M +$27.5M +169,719 New
BSB
97
Bangor Savings Bank
Maine
$27.3M +$27.5M +169,661 New
Citigroup
98
Citigroup
New York
$27.2M +$27.3M +168,819 New
IFA
99
Interactive Financial Advisors
Illinois
$26.3M +$26.5M +163,458 New
DADC
100
D.A. Davidson & Co
Montana
$26.2M +$26.3M +162,667 New
2 3
4
5 6

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.