iShares Core S&P 500 ETF
IVV
1,830 hedge funds and large institutions have $107B invested in iShares Core S&P 500 ETF in 2020 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 813 increasing their positions, 743 reducing their positions, and 140 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 813 | Existing positions reduced: 743
0.64% less ownership
Funds ownership: 66.67% → 66.03% (-0.64%)
5% less call options, than puts
Call options by funds: $89.1M | Put options by funds: $94.1M
2% less funds holding in top 10
Funds holding in top 10: 631 → 616 (-15)
4% less funds holding
Funds holding: 1,912 → 1,830 (-82)
21% less capital invested
Capital invested by funds: $135B → $107B (-$28.2B)
36% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 140
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.09B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.09B |
| 3 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
+$813M |
| 4 |
Morgan Stanley
New York
|
+$779M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$700M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Squarepoint
New York
|
-$3.79B |
| 2 |
Wells Fargo
San Francisco,
California
|
-$1.25B |
| 3 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$618M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$558M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$552M |
IVV Hedge Fund Activity: Q1 2020 in Review
1,830 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2020, worth a combined $107B — down 21% from $135B a quarter earlier.
Sellers outnumbered buyers: 140 funds closed out of IVV and 89 opened new positions — a net loss of 51 holders — while 743 trimmed existing stakes and 813 added.
The largest buyer was Envestnet Asset Management, adding an estimated $1.09B. The largest seller was Squarepoint, exiting entirely with an estimated $3.79B sold.
- 1,830 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2020, down from 1,912 in Q4 2019.
- Funds reported $107B of iShares Core S&P 500 ETF stock for Q1 2020, down 21% quarter-over-quarter.
- 89 funds opened new iShares Core S&P 500 ETF positions in Q1 2020 and 140 closed out, a net change of -51 holders.
- The largest iShares Core S&P 500 ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $1.09B added.
- The largest iShares Core S&P 500 ETF seller in Q1 2020 was Squarepoint, an estimated $3.79B sold.
Based on aggregated 13F filings for Q1 2020.