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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
TIM
176
Tortoise Investment Management
New York
$7.64M +$7.69M +47,507 New
AW
177
ACG Wealth
Georgia
$7.58M +$7.63M +47,137 New
KIM
178
Karpus Investment Management
New York
$7.33M +$7.38M +45,568 New
SSB
179
Sandy Spring Bank
Maryland
$7.33M +$7.38M +45,549 New
H
180
Hexavest
Quebec, Canada
$7.32M +$7.37M +45,518 New
LS
181
Lattice Strategies
Pennsylvania
$7.17M +$7.22M +44,595 New
NFM
182
North Forty Management
Washington
$6.95M +$7M +43,200 New
FT
183
Fiduciary Trust
Massachusetts
$6.88M +$6.93M +42,774 New
HCMT
184
Highland Capital Management (Tennessee)
Tennessee
$6.62M +$6.67M +41,171 New
LGWM
185
Litman Gregory Wealth Management
California
$6.53M +$6.57M +40,599 New
RJFSA
186
Raymond James Financial Services Advisors
Florida
$6.44M +$6.48M +40,015 New
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
$6.39M +$6.43M +39,735 New
MCM
188
Maryland Capital Management
Maryland
$6.38M +$6.42M +39,656 New
BRWA
189
B. Riley Wealth Advisors
Florida
$6.32M +$6.36M +39,298 New
CCA
190
Cobblestone Capital Advisors
New York
$6.2M +$6.24M +38,560 New
RJA
191
Raymond James & Associates
Florida
$6.19M +$6.23M +38,479 New
TWA
192
TCI Wealth Advisors
Arizona
$6.12M +$6.16M +38,043 New
DWM
193
Destination Wealth Management
California
$6.08M +$6.12M +37,767 New
SI
194
SII Investments
Wisconsin
$5.99M +$6.02M +37,187 New
SIC
195
Salem Investment Counselors
North Carolina
$5.97M +$6.01M +37,114 New
Truist Financial
196
Truist Financial
North Carolina
$5.89M +$5.93M +36,633 New
NPC
197
National Planning Corporation
California
$5.84M +$5.88M +36,334 New
QA
198
Quantitative Advantage
Minnesota
$5.77M +$5.81M +35,886 New
SHGA
199
Sand Hill Global Advisors
California
$5.59M +$5.63M +34,779 New
Natixis Advisors
200
Natixis Advisors
Massachusetts
$5.56M +$5.59M +34,549 New
6 7
8
9 10

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.