We are live on ! Find out more
IVV icon

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
PHAM
101
Palisades Hudson Asset Management
Florida
$24.5M +$24.6M +152,032 New
PFM
102
Phillips Financial Management
Indiana
$24.4M +$23.4M +144,286 New
BCI
103
Brinker Capital Investments
Pennsylvania
$24.2M +$24.3M +150,158 New
CC
104
Courier Capital
New York
$23.8M +$24M +147,966 New
AII
105
AGF Investments Inc
Ontario, Canada
$23.7M +$23.8M +147,016 New
EIM
106
ExxonMobil Investment Management
Texas
$23.4M +$23.5M +145,111 New
HI
107
Horizon Investments
North Carolina
$23.3M +$23.4M +144,597 New
HMC
108
Harvard Management Company
Massachusetts
$23.2M +$23.3M +143,865 New
VFP
109
Verus Financial Partners
Virginia
$22.4M +$22.5M +138,971 New
JRP
110
Jasper Ridge Partners
California
$22.2M +$22.4M +138,201 New
FTIOP
111
Fiduciary Trust International of Pennsylvania
Pennsylvania
$21.9M +$22M +136,057 New
Axa
112
Axa
France
$21.8M +$21.9M +135,395 New
CI
113
Conning Inc
Connecticut
$21.6M +$21.7M +133,963 New
BUB
114
BBVA USA Bancshares
Texas
$20.8M +$20.9M +129,309 New
JMPWA
115
JP Morgan Private Wealth Advisors
California
$20.2M +$20.3M +125,362 New
SC
116
Stratford Consulting
Texas
$20.2M +$20.2M +124,637 New
HNB
117
Huntington National Bank
Ohio
$19.9M – – –
Prudential Financial
118
Prudential Financial
New Jersey
$19.9M +$20M +123,641 New
Northern Trust
119
Northern Trust
Illinois
$19.6M +$19.7M +121,966 New
WT
120
Whittier Trust
California
$19.5M +$19.7M +121,495 New
PP
121
Palladium Partners
Virginia
$19.1M +$19.2M +118,644 New
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$18.4M +$18.6M +114,561 New
MA
123
MUFG Americas
New York
$18.4M +$18.5M +114,104 New
FAAS
124
First Allied Advisory Services
California
$17.8M +$17.9M +110,674 New
AIM
125
Acropolis Investment Management
Missouri
$17.7M +$17.8M +110,158 New
3 4
5
6 7

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.