iShares Core S&P 500 ETF
IVV
802 hedge funds and large institutions have $34.5B invested in iShares Core S&P 500 ETF in 2014 Q4 according to their latest regulatory filings, with 148 funds opening new positions, 341 increasing their positions, 221 reducing their positions, and 25 closing their positions.
492% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 25
93% more call options, than puts
Call options by funds: $48.8M | Put options by funds: $25.3M
54% more repeat investments, than reductions
Existing positions increased: 341 | Existing positions reduced: 221
23% more capital invested
Capital invested by funds: $28.1B → $34.5B (+$6.35B)
22% more funds holding in top 10
Funds holding in top 10: 172 → 210 (+38)
17% more funds holding
Funds holding: 688 → 802 (+114)
3.46% more ownership
Funds ownership: 46.25% → 49.71% (+3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$844M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$636M |
| 3 |
BlackRock
New York
|
+$464M |
| 4 |
QI
QS Investors
New York
|
+$386M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$292M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
-$342M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$139M |
| 3 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$122M |
| 4 |
BG
BlackRock Group
London,
United Kingdom
|
-$120M |
| 5 |
BOI
Bank of Italy
Rome,
Italy
|
-$117M |
IVV Hedge Fund Activity: Q4 2014 in Review
802 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2014, worth a combined $34.5B — up 23% from $28.1B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new IVV positions and 25 closed out — a net gain of 123 holders — while 341 added to existing stakes and 221 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $844M. The largest seller was Good Harbor Financial, cutting an estimated $342M.
- 802 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2014, up from 688 in Q3 2014.
- Funds reported $34.5B of iShares Core S&P 500 ETF stock for Q4 2014, up 23% quarter-over-quarter.
- 148 funds opened new iShares Core S&P 500 ETF positions in Q4 2014 and 25 closed out, a net change of +123 holders.
- The largest iShares Core S&P 500 ETF buyer in Q4 2014 was Royal Bank of Canada, an estimated $844M added.
- The largest iShares Core S&P 500 ETF seller in Q4 2014 was Good Harbor Financial, an estimated $342M sold.
Based on aggregated 13F filings for Q4 2014.