iShares Core S&P 500 ETF
IVV
1,602 hedge funds and large institutions have $100B invested in iShares Core S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 266 funds opening new positions, 718 increasing their positions, 459 reducing their positions, and 80 closing their positions.
233% more first-time investments, than exits
New positions opened: 266 | Existing positions closed: 80
56% more repeat investments, than reductions
Existing positions increased: 718 | Existing positions reduced: 459
27% more call options, than puts
Call options by funds: $46.6M | Put options by funds: $36.8M
16% more funds holding in top 10
Funds holding in top 10: 438 → 508 (+70)
12% more funds holding
Funds holding: 1,435 → 1,602 (+167)
0.63% less ownership
Funds ownership: 67.75% → 67.12% (-0.63%)
11% less capital invested
Capital invested by funds: $112B → $100B (-$11.9B)
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 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.32B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$792M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$584M |
| 4 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$368M |
| 5 |
JP Morgan Chase
New York
|
-$330M |
IVV Hedge Fund Activity: Q4 2018 in Review
1,602 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2018, worth a combined $100B — down 11% from $112B a quarter earlier.
Buyers outnumbered sellers: 266 funds opened new IVV positions and 80 closed out — a net gain of 186 holders — while 718 added to existing stakes and 459 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $530M. The largest seller was Envestnet Asset Management, cutting an estimated $1.32B.
- 1,602 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2018, up from 1,435 in Q3 2018.
- Funds reported $100B of iShares Core S&P 500 ETF stock for Q4 2018, down 11% quarter-over-quarter.
- 266 funds opened new iShares Core S&P 500 ETF positions in Q4 2018 and 80 closed out, a net change of +186 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 Envestnet Asset Management, an estimated $1.32B sold.
Based on aggregated 13F filings for Q4 2018.