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iShares Core S&P 500 ETF
IVV

2,612 hedge funds and large institutions have $243B invested in iShares Core S&P 500 ETF in 2021 Q4 according to their latest regulatory filings, with 453 funds opening new positions, 1,109 increasing their positions, 760 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

695% more first-time investments, than exits

New positions opened: 453 | Existing positions closed: 57

46% more repeat investments, than reductions

Existing positions increased: 1,109 | Existing positions reduced: 760

20% more capital invested

Capital invested by funds: $203B → $243B (+$40.4B)

18% more funds holding in top 10

Funds holding in top 10: 728 → 861 (+133)

16% more funds holding

Funds holding: 2,258 → 2,612 (+354)

2.27% more ownership

Funds ownership: 70.71% → 72.98% (+2.3%)

81% less call options, than puts

Call options by funds: $150M | Put options by funds: $803M

Holders
2,612
Holders Change
+354
Holders Change %
+15.68%
% of All Funds
40.2%
Holding in Top 10
861
Holding in Top 10 Change
+133
Holding in Top 10 Change %
+18.27%
% of All Funds
13.25%
New
453
Increased
1,109
Reduced
760
Closed
57
Calls
$150M
Puts
$803M
Net Calls
-$653M
Net Calls Change
-$354M

Top Buyers

Rank Fund Capital Flow
1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$3.08B
2
BlackRock
BlackRock
New York
+$2.79B
3
Millennium Management
Millennium Management
New York
+$1.38B
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.3B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.11B

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.35B
2
Franklin Resources
Franklin Resources
California
-$732M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$396M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$342M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$275M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NextCapital Advisers
Illinois
$1.77B +$68M +147,474 +4%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.6B +$169M +366,205 +12%
PPA
28
Parametric Portfolio Associates
Washington
$1.53B +$827M +1,793,791 +126%
Asset Management One
29
Asset Management One
Japan
$1.53B +$7.07M +15,338 +0.5%
Prudential Financial
30
Prudential Financial
New Jersey
$1.51B +$1.11B +2,406,697 +319%
KeyBank National Association
31
KeyBank National Association
Ohio
$1.47B -$15.2M -32,932 -1%
MERSOM
32
Municipal Employees' Retirement System of Michigan
Michigan
$1.46B +$935K +2,028 +0.1%
Millennium Management
33
Millennium Management
New York
$1.45B +$1.38B +3,003,860 +10,280%
USAA
34
United Services Automobile Association
Texas
$1.44B -$109M -236,899 -7%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$1.36B +$20M +43,313 +2%
AllianceBernstein
36
AllianceBernstein
Tennessee
$1.35B +$62.4M +135,404 +5%
Mariner
37
Mariner
Kansas
$1.34B +$70.7M +153,337 +6%
NB
38
Norinchukin Bank
Japan
$1.27B – – –
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.15B -$5.52M -11,973 -0.5%
BOF
40
Bank of Finland
Finland
$1.14B +$3.56M +7,720 +0.3%
National Pension Service
41
National Pension Service
South Korea
$1.1B – – –
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$1.02B +$986M +2,140,000 New
Northern Trust
43
Northern Trust
Illinois
$990M +$190M +412,306 +25%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$938M +$906M +1,966,183 New
AHSSHC
45
Adventist Health System Sunbelt Healthcare Corp
Florida
$913M -$33M -71,700 -4%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$900M -$19.1M -41,414 -2%
CS
47
Credit Suisse
Switzerland
$868M -$88.5M -192,082 -10%
B
48
Barings
North Carolina
$820M +$38.1M +82,643 +5%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$792M +$10.6M +22,911 +1%
GT
50
Greenleaf Trust
Michigan
$791M -$5.93M -12,878 -0.8%
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IVV Hedge Fund Activity: Q4 2021 in Review

2,612 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2021, worth a combined $243B — up 20% from $203B a quarter earlier.

Buyers outnumbered sellers: 453 funds opened new IVV positions and 57 closed out — a net gain of 396 holders — while 1,109 added to existing stakes and 760 trimmed.

The largest buyer was California Public Employees Retirement System, opening a new position worth an estimated $3.08B. The largest seller was Bank of America, cutting an estimated $6.35B.

  • 2,612 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2021, up from 2,258 in Q3 2021.
  • Funds reported $243B of iShares Core S&P 500 ETF stock for Q4 2021, up 20% quarter-over-quarter.
  • 453 funds opened new iShares Core S&P 500 ETF positions in Q4 2021 and 57 closed out, a net change of +396 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q4 2021 was California Public Employees Retirement System, an estimated $3.08B added.
  • The largest iShares Core S&P 500 ETF seller in Q4 2021 was Bank of America, an estimated $6.35B sold.

Based on aggregated 13F filings for Q4 2021.