Marshall Wace
IVR icon

Marshall Wace’s Invesco Mortgage Capital IVR Stock Holding History

Marshall Wace’s Portfolio IVR Stock Details IVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-15,040
Closed -$126K – 3455
2025
Q4 		$126K Buy
+15,040
New +$118K ﹤0.01% 2678
2025
Q3 		– Sell
-37,121
Closed -$291K – 3127
2025
Q2 		$291K Buy
+37,121
New +$273K ﹤0.01% 2334
2023
Q2 		– Sell
-656,766
Closed -$7.28M – 2702
2023
Q1 		$7.28M Buy
+656,766
New +$8.46M 0.02% 829
2014
Q3 		– Sell
-1,930
Closed -$335K – 954
2014
Q2 		$335K Buy
+1,930
New +$331K ﹤0.01% 739

Other funds holding IVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Marshall Wace's IVR Position: Q1 2026 in Review

Marshall Wace sold out of Invesco Mortgage Capital (IVR) in Q1 2026, closing a stake of 15,040 shares — an estimated $126K sold.

Marshall Wace first reported a position in IVR in Q2 2014 and held it in 4 quarters. The position peaked at $7.28M in Q1 2023. 172 funds tracked by Wall St. Rank hold IVR as of Q1 2026.

  • Marshall Wace reported no remaining Invesco Mortgage Capital position as of Q1 2026 after selling out during the quarter.
  • Marshall Wace sold 15,040 Invesco Mortgage Capital shares in Q1 2026, an estimated $126K.
  • Marshall Wace first reported a position in Invesco Mortgage Capital in Q2 2014 and held it in 4 quarters.
  • Marshall Wace's Invesco Mortgage Capital position peaked at $7.28M in Q1 2023.
  • 172 funds tracked by Wall St. Rank held Invesco Mortgage Capital as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.