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IVR Institutional Ownership & 13F Holders | SmartMoneyDB

IVRINVESCO MORTGAGE CAPITAL INC

COM · CUSIP 46131B704

Smart Money Ownership

Of the 10 tracked institutions holding IVR, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +7.1pt. It's a gauge of who owns the name, not just how many.

IVR (INVESCO MORTGAGE CAPITAL INC) Institutional Ownership Summary

Among the 10 tracked institutional investors we monitor, IVR (INVESCO MORTGAGE CAPITAL INC) is held with a combined value of $117.29M across 14,336,973 shares. The largest holder is BlackRock, Inc. with a position worth $58.21M. 8 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$117.29M

Total Shares Held

14,336,973

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

BlackRock, Inc.+8% shares~$4.4M Point72 Asset Management, L.P.+1346% shares~$3.6M RENAISSANCE TECHNOLOGIES LLC+42% shares~$1.6M VANGUARD GROUP INC+5% shares~$1.4M STATE STREET CORP+6% shares~$621.2K

13F Institutional Holders

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RENAISSANCE TECHNOLOGIES LLC

0.01% of book+42.4%

$5.47M

Point72 Asset Management, L.P.

0.01% of book+1345.5%

$3.82M

AQR CAPITAL MANAGEMENT LLC

0.00% of book+18.7%

$2.73M

MILLENNIUM MANAGEMENT LLC

0.00% of book-53.9%

$1.80M

PRICE T ROWE ASSOCIATES INC /MD/

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$58.21M	7,204,654	0.00%	+8.2%
2	VANGUARD GROUP INC	$32.77M	3,896,338	0.00%	+4.5%
3	STATE STREET CORP	$11.52M	1,405,180	0.00%	+5.7%
4	RENAISSANCE TECHNOLOGIES LLC	$5.47M	677,100	0.01%	+42.4%
5	Point72 Asset Management, L.P.	$3.82M	472,427	0.01%	+1345.5%
6	AQR CAPITAL MANAGEMENT LLC	$2.73M	337,676	0.00%	+18.7%
7	MILLENNIUM MANAGEMENT LLC	$1.80M	222,827	0.00%	-53.9%
8	PRICE T ROWE ASSOCIATES INC /MD/	$744.00K	92,035	0.00%	+15.6%
9	CITADEL ADVISORS LLC	$123.22K	15,250	0.00%	-88.4%
10	FMR LLC	$108.97K	13,486	0.00%	+38.1%

Frequently Asked Questions

Which institutional investors own the most IVR stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of IVR with a position worth $58.21M, representing 0.00% of their portfolio. In total, 10 institutional investors hold IVR with a combined value of $117.29M.

What percentage of IVR is owned by institutional investors?

Institutional investors hold $117.29M worth of IVR stock across 10 positions. The largest institutional holder is BlackRock, Inc. with $58.21M in holdings.

What is a 13F filing and why does it matter for IVR?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IVR, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track IVR institutional moves

Get notified when hedge funds change their IVR positions.