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iShares Core S&P 500 ETF

2,585 hedge funds and large institutions have $238B invested in iShares Core S&P 500 ETF in 2022 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 1,149 increasing their positions, 986 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 1,149 | Existing positions reduced: 986

4% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 119

0.38% less ownership

Funds ownership: 72.98%72.6% (-0.38%)

2% less capital invested

Capital invested by funds: $243B → $238B (-$4.79B)

1% less funds holding

Funds holding: 2,6132,585 (-28)

3% less funds holding in top 10

Funds holding in top 10: 861834 (-27)

78% less call options, than puts

Call options by funds: $327M | Put options by funds: $1.51B

Holders
2,585
Holders Change
-28
Holders Change %
-1.07%
% of All Funds
40.77%
Holding in Top 10
834
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-3.14%
% of All Funds
13.15%
New
124
Increased
1,149
Reduced
986
Closed
119
Calls
$327M
Puts
$1.51B
Net Calls
-$1.18B
Net Calls Change
-$527M
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
2601
Journey Strategic Wealth
New Jersey
-$167M -350,184 Closed
Two Sigma Investments
2602
Two Sigma Investments
New York
-$126M -265,170 Closed
TI
2603
Tidal Investments
Wisconsin
-$51.6M -108,180 Closed
SFS
2604
Sowell Financial Services
Arkansas
-$46.7M -97,979 Closed
FTS
2605
Fifth Third Securities
Ohio
-$25.4M -53,235 Closed
FFM
2606
Fullerton Fund Management
Singapore
-$25.3M -52,962 Closed
CIAS
2607
CBIZ Investment Advisory Services
Ohio
-$23.1M -48,487 Closed
MGWM
2608
Marks Group Wealth Management
Minnesota
-$20.2M -42,369 Closed
FCM
2609
Fourpath Capital Management
Oklahoma
-$18.6M -38,924 Closed
BFG
2610
Barber Financial Group
Kansas
-$13.2M -27,697 Closed
IMC Chicago
2611
IMC Chicago
Illinois
-$11.1M -23,367 Closed
FFC
2612
Fure Financial Corporation
Minnesota
-$10.9M -22,877 Closed
K
2613
Kemper
Illinois
-$10.8M -22,625 Closed
ARC
2614
Advisor Resource Council
Texas
-$9.15M -19,195 Closed
PA
2615
PFG Advisors
Arizona
-$8.4M -17,615 Closed
QAM
2616
Q3 Asset Management
Michigan
-$6.84M -14,337 Closed
CAM
2617
Congress Asset Management
Massachusetts
-$6.06M -12,714 Closed
TRCT
2618
Tower Research Capital (TRC)
New York
-$5.03M -10,546 Closed
MFP
2619
Meridian Financial Partners
Virginia
-$4.46M -9,841 Closed
GCMG
2620
Gyroscope Capital Management Group
Florida
-$3.93M -8,244 Closed
Walleye Trading
2621
Walleye Trading
New York
-$3.68M -7,709 Closed
GB
2622
Gunma Bank
Japan
-$3.2M -6,700 Closed
LAM
2623
L2 Asset Management
Massachusetts
-$3.03M -6,358 Closed
IA
2624
IndexIQ Advisors
New York
-$2.55M -5,353 Closed
GI
2625
Glovista Investments
New Jersey
-$2.49M -5,220 Closed

IVV Hedge Fund Activity: Q1 2022 in Review

2,585 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2022, worth a combined $238B — down 2% from $243B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new IVV positions and 119 closed out — a net gain of 5 holders — while 1,149 added to existing stakes and 986 trimmed.

The largest buyer was Bank of America, adding an estimated $13.1B. The largest seller was California Public Employees Retirement System, exiting entirely with an estimated $3.19B sold.

  • 2,585 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2022, down from 2,613 in Q4 2021.
  • Funds reported $238B of iShares Core S&P 500 ETF stock for Q1 2022, down 2% quarter-over-quarter.
  • 124 funds opened new iShares Core S&P 500 ETF positions in Q1 2022 and 119 closed out, a net change of +5 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q1 2022 was Bank of America, an estimated $13.1B added.
  • The largest iShares Core S&P 500 ETF seller in Q1 2022 was California Public Employees Retirement System, an estimated $3.19B sold.

Based on aggregated 13F filings for Q1 2022.