iShares Core S&P 500 ETF
IVV
1,602 hedge funds and large institutions have $99.5B invested in iShares Core S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 721 increasing their positions, 459 reducing their positions, and 80 closing their positions.
230% more first-time investments, than exits
New positions opened: 264 | Existing positions closed: 80
57% more repeat investments, than reductions
Existing positions increased: 721 | Existing positions reduced: 459
27% more call options, than puts
Call options by funds: $46.6M | Put options by funds: $36.8M
15% more funds holding in top 10
Funds holding in top 10: 440 → 508 (+68)
11% more funds holding
Funds holding: 1,437 → 1,602 (+165)
5.72% less ownership
Funds ownership: 72.83% → 67.12% (-5.7%)
11% less capital invested
Capital invested by funds: $112B → $99.5B (-$12.5B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$530M |
| 2 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$486M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$397M |
| 4 |
MCM
Moore Capital Management
New York
|
+$394M |
| 5 |
BA
Bridgewater Associates
Westport,
Connecticut
|
+$380M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$7.75B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.32B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$792M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$584M |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$368M |
IVV Hedge Fund Activity: Q4 2018 in Review
1,602 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2018, worth a combined $99.5B — down 11% from $112B a quarter earlier.
Buyers outnumbered sellers: 264 funds opened new IVV positions and 80 closed out — a net gain of 184 holders — while 721 added to existing stakes and 459 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $530M. The largest seller was Cornerstone Wealth Management, cutting an estimated $7.75B.
- 1,602 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2018, up from 1,437 in Q3 2018.
- Funds reported $99.5B of iShares Core S&P 500 ETF stock for Q4 2018, down 11% quarter-over-quarter.
- 264 funds opened new iShares Core S&P 500 ETF positions in Q4 2018 and 80 closed out, a net change of +184 holders.
- The largest iShares Core S&P 500 ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $530M added.
- The largest iShares Core S&P 500 ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $7.75B sold.
Based on aggregated 13F filings for Q4 2018.