iShares Core S&P 500 ETF
IVV
1,365 hedge funds and large institutions have $89.2B invested in iShares Core S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 585 increasing their positions, 533 reducing their positions, and 62 closing their positions.
133% more call options, than puts
Call options by funds: $62.6M | Put options by funds: $26.8M
39% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 62
10% more repeat investments, than reductions
Existing positions increased: 585 | Existing positions reduced: 533
1% more funds holding
Funds holding: 1,353 → 1,365 (+12)
1% less funds holding in top 10
Funds holding in top 10: 401 → 396 (-5)
3.03% less ownership
Funds ownership: 66.67% → 63.64% (-3%)
5% less capital invested
Capital invested by funds: $94.3B → $89.2B (-$5.09B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$879M |
| 2 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
+$555M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$296M |
| 4 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$287M |
| 5 |
JP Morgan Chase
New York
|
+$215M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.19B |
| 2 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
-$1.48B |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$416M |
| 4 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$315M |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$304M |
IVV Hedge Fund Activity: Q1 2018 in Review
1,365 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2018, worth a combined $89.2B — down 5.4% from $94.3B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new IVV positions and 62 closed out — a net gain of 24 holders — while 585 added to existing stakes and 533 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $879M. The largest seller was Bank of America, cutting an estimated $5.19B.
- 1,365 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2018, up from 1,353 in Q4 2017.
- Funds reported $89.2B of iShares Core S&P 500 ETF stock for Q1 2018, down 5.4% quarter-over-quarter.
- 86 funds opened new iShares Core S&P 500 ETF positions in Q1 2018 and 62 closed out, a net change of +24 holders.
- The largest iShares Core S&P 500 ETF buyer in Q1 2018 was Bank of Montreal, an estimated $879M added.
- The largest iShares Core S&P 500 ETF seller in Q1 2018 was Bank of America, an estimated $5.19B sold.
Based on aggregated 13F filings for Q1 2018.