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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
MC
151
Miles Capital
Iowa
$12.2M +$12.3M +75,712 New
DC
152
Deere & Company
Illinois
$12M +$12.1M +74,800 New
CIM
153
CIM Investment Management
Pennsylvania
$11.7M +$11.8M +72,790 New
BAC
154
Boys Arnold & Co
North Carolina
$11.6M +$11.7M +72,078 New
Invesco
155
Invesco
Georgia
$11.1M +$11.1M +68,805 New
MWP
156
Moller Wealth Partners
$10.8M +$10.9M +67,428 New
AIG
157
American International Group
New York
$10.6M +$10.7M +66,020 New
CAM
158
Capstone Asset Management
Texas
$10.5M +$10.6M +65,470 New
BJL
159
Brighton Jones LLC
Washington
$10.4M +$10.5M +64,809 New
Mariner
160
Mariner
Kansas
$10.1M +$10.2M +62,749 New
EHPM
161
Emery Howard Portfolio Management
California
$9.73M +$9.79M +60,466 New
WTC
162
WhitTier Trust Company
Nevada
$9.71M +$9.77M +60,345 New
BIT
163
BlackRock Institutional Trust
California
$9.62M +$9.68M +59,800 New
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$9.36M +$9.42M +58,178 New
Fidelity Investments
165
Fidelity Investments
Massachusetts
$9.27M +$9.32M +57,555 New
BAIA
166
Bel Air Investment Advisors
California
$8.92M +$8.98M +55,465 New
CCFCSB
167
Cape Cod Five Cents Savings Bank
Massachusetts
$8.71M +$8.77M +54,134 New
GI
168
Gradient Investments
Minnesota
$8.68M +$8.74M +53,948 New
CL
169
CPWM LLC
Washington
$8.44M +$8.5M +52,479 New
WSFS
170
Wilmington Savings Fund Society
Delaware
$8.09M +$8.15M +50,307 New
MFS
171
Monetta Financial Services
Illinois
$8.05M +$8.1M +50,000 New
State Street
172
State Street
Massachusetts
$7.88M +$7.92M +48,936 New
FCBT
173
First Citizens Bank & Trust
North Carolina
$7.83M +$7.89M +48,702 New
SC
174
Savant Capital
Illinois
$7.75M +$7.8M +48,148 New
M&T Bank
175
M&T Bank
New York
$7.75M +$7.8M +48,144 New
5 6
7
8 9

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.