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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
BlackRock
1
BlackRock
New York
$2.31B +$2.33B +14,367,954 New
Wells Fargo
2
Wells Fargo
California
$1.29B +$1.3B +8,027,957 New
GHF
3
Good Harbor Financial
Illinois
$1.24B +$1.24B +7,681,377 New
SMM
4
Stadion Money Management
Georgia
$947M +$954M +5,889,317 New
BOI
5
Bank of Italy
Italy
$835M +$841M +5,191,000 New
Bank of America
6
Bank of America
North Carolina
$753M +$757M +4,677,770 New
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$669M +$674M +4,160,645 New
NB
8
Norinchukin Bank
Japan
$586M +$589M +3,639,930 New
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$489M +$492M +3,037,908 New
NMIFOAC
10
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$424M +$426M +2,632,577 New
BG
11
BlackRock Group
United Kingdom
$384M +$387M +2,387,690 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$350M +$352M +2,176,719 New
Morgan Stanley
13
Morgan Stanley
New York
$322M +$324M +2,000,107 New
BA
14
BlackRock Advisors
Delaware
$292M +$294M +1,815,645 New
Bessemer Group
15
Bessemer Group
New Jersey
$288M +$289M +1,787,768 New
KeyBank National Association
16
KeyBank National Association
Ohio
$245M +$246M +1,520,321 New
CWA
17
Convergent Wealth Advisors
Maryland
$234M +$236M +1,456,817 New
BFA
18
BlackRock Fund Advisors
California
$234M +$235M +1,451,960 New
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$225M +$226M +1,396,995 New
CIA
20
Choate Investment Advisors
Massachusetts
$208M +$210M +1,295,582 New
Franklin Resources
21
Franklin Resources
California
$196M +$197M +1,215,254 New
JP Morgan Chase
22
JP Morgan Chase
New York
$186M +$187M +1,153,163 New
CBU
23
CIBC Bank USA
Illinois
$182M +$183M +1,128,912 New
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$180M +$181M +1,118,805 New
SB
25
Suntrust Banks
Georgia
$163M +$164M +1,015,560 New
1
2 3 4 5

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.