iShares Core S&P 500 ETF
IVV
2,526 hedge funds and large institutions have $199B invested in iShares Core S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 1,139 increasing their positions, 954 reducing their positions, and 126 closing their positions.
20% more call options, than puts
Call options by funds: $273M | Put options by funds: $228M
19% more repeat investments, than reductions
Existing positions increased: 1,139 | Existing positions reduced: 954
1.07% less ownership
Funds ownership: 72.6% → 71.53% (-1.1%)
2% less funds holding
Funds holding: 2,585 → 2,526 (-59)
4% less funds holding in top 10
Funds holding in top 10: 834 → 804 (-30)
17% less capital invested
Capital invested by funds: $238B → $199B (-$39.7B)
17% less first-time investments, than exits
New positions opened: 104 | Existing positions closed: 126
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$1B |
| 2 |
Morgan Stanley
New York
|
+$901M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$866M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$733M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$612M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$2.58B |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$1.2B |
| 3 |
SLI
Sumitomo Life Insurance
Tokyo,
Japan
|
-$1.17B |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$695M |
| 5 |
Rafferty Asset Management
New York
|
-$612M |
IVV Hedge Fund Activity: Q2 2022 in Review
2,526 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2022, worth a combined $199B — down 17% from $238B a quarter earlier.
Sellers outnumbered buyers: 126 funds closed out of IVV and 104 opened new positions — a net loss of 22 holders — while 954 trimmed existing stakes and 1,139 added.
The largest buyer was Creative Planning, adding an estimated $1B. The largest seller was CFS Investment Advisory Services, cutting an estimated $2.58B.
- 2,526 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2022, down from 2,585 in Q1 2022.
- Funds reported $199B of iShares Core S&P 500 ETF stock for Q2 2022, down 17% quarter-over-quarter.
- 104 funds opened new iShares Core S&P 500 ETF positions in Q2 2022 and 126 closed out, a net change of -22 holders.
- The largest iShares Core S&P 500 ETF buyer in Q2 2022 was Creative Planning, an estimated $1B added.
- The largest iShares Core S&P 500 ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $2.58B sold.
Based on aggregated 13F filings for Q2 2022.