iShares Core S&P 500 ETF
IVV
1,912 hedge funds and large institutions have $135B invested in iShares Core S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 775 increasing their positions, 597 reducing their positions, and 45 closing their positions.
624% more first-time investments, than exits
New positions opened: 326 | Existing positions closed: 45
201% more call options, than puts
Call options by funds: $91.8M | Put options by funds: $30.5M
30% more repeat investments, than reductions
Existing positions increased: 775 | Existing positions reduced: 597
17% more funds holding in top 10
Funds holding in top 10: 541 → 631 (+90)
15% more funds holding
Funds holding: 1,660 → 1,912 (+252)
9% more capital invested
Capital invested by funds: $124B → $135B (+$10.8B)
0% less ownership
Funds ownership: 66.68% → 66.67% (-0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Squarepoint
New York
|
+$3.61B |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$1.29B |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$855M |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$284M |
| 5 |
JGC
J. Goldman & Co
New York
|
+$229M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$5.57B |
| 2 |
BlackRock
New York
|
-$983M |
| 3 |
VMPIC
Varma Mutual Pension Insurance Co
Helsinki,
Finland
|
-$783M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$578M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$414M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPA
1951
Capital Planning Advisors
Roseville,
California
| – | -$128K | -430 | Closed |
|
|
TA
1952
Thor Advisors
New York
| – | -$107K | -359 | Closed |
|
|
RP
1953
Rice Partnership
Honolulu,
Hawaii
| – | -$102K | -343 | Closed |
|
|
REMPR
1954
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| – | -$74K | -249 | Closed |
|
1955
Russell Investments Group
London,
United Kingdom
| – | -$60K | -200 | Closed |
|
|
CFN
1956
Cordasco Financial Network
Naples,
Florida
| – | -$19K | -63 | Closed |
|
|
GSC
1957
G&S Capital
Denver,
Colorado
| – | -$16K | -54 | Closed |
|
|
GWAG
1958
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$8.96K | -30 | Closed |
|
|
SRC
1959
Shufro Rose & Co
New York
| – | -$6K | -20 | Closed |
|
|
SIAP
1960
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| – | -$4K | -13 | Closed |
|
|
SCA
1961
Strategic Capital Advisers
Denver,
Colorado
| – | -$1K | -4 | Closed |
|
IVV Hedge Fund Activity: Q4 2019 in Review
1,912 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2019, worth a combined $135B — up 8.7% from $124B a quarter earlier.
Buyers outnumbered sellers: 326 funds opened new IVV positions and 45 closed out — a net gain of 281 holders — while 775 added to existing stakes and 597 trimmed.
The largest buyer was Squarepoint, adding an estimated $3.61B. The largest seller was Bank of America, cutting an estimated $5.57B.
- 1,912 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2019, up from 1,660 in Q3 2019.
- Funds reported $135B of iShares Core S&P 500 ETF stock for Q4 2019, up 8.7% quarter-over-quarter.
- 326 funds opened new iShares Core S&P 500 ETF positions in Q4 2019 and 45 closed out, a net change of +281 holders.
- The largest iShares Core S&P 500 ETF buyer in Q4 2019 was Squarepoint, an estimated $3.61B added.
- The largest iShares Core S&P 500 ETF seller in Q4 2019 was Bank of America, an estimated $5.57B sold.
Based on aggregated 13F filings for Q4 2019.