iShares Core S&P 500 ETF
IVV
2,258 hedge funds and large institutions have $203B invested in iShares Core S&P 500 ETF in 2021 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 998 increasing their positions, 804 reducing their positions, and 56 closing their positions.
88% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 56
24% more repeat investments, than reductions
Existing positions increased: 998 | Existing positions reduced: 804
1% more funds holding in top 10
Funds holding in top 10: 722 → 728 (+6)
0% more funds holding
Funds holding: 2,248 → 2,258 (+10)
0% less capital invested
Capital invested by funds: $204B → $203B (-$781M)
2.98% less ownership
Funds ownership: 73.69% → 70.71% (-3%)
60% less call options, than puts
Call options by funds: $196M | Put options by funds: $496M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
+$1.41B |
| 2 |
BlackRock
New York
|
+$1.36B |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$844M |
| 4 |
JP Morgan Chase
New York
|
+$778M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$721M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$7.48B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$6.98B |
| 3 |
IMCOOI
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
-$1.11B |
| 4 |
MERSOM
Municipal Employees' Retirement System of Michigan
Lansing,
Michigan
|
-$942M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$291M |
IVV Hedge Fund Activity: Q3 2021 in Review
2,258 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q3 2021, worth a combined $203B — down 0.38% from $204B a quarter earlier.
Buyers outnumbered sellers: 105 funds opened new IVV positions and 56 closed out — a net gain of 49 holders — while 998 added to existing stakes and 804 trimmed.
The largest buyer was National Mutual Insurance Federation of Agricultural Cooperatives, adding an estimated $1.41B. The largest seller was Kelly Financial Services, cutting an estimated $7.48B.
- 2,258 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2021, up from 2,248 in Q2 2021.
- Funds reported $203B of iShares Core S&P 500 ETF stock for Q3 2021, down 0.38% quarter-over-quarter.
- 105 funds opened new iShares Core S&P 500 ETF positions in Q3 2021 and 56 closed out, a net change of +49 holders.
- The largest iShares Core S&P 500 ETF buyer in Q3 2021 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $1.41B added.
- The largest iShares Core S&P 500 ETF seller in Q3 2021 was Kelly Financial Services, an estimated $7.48B sold.
Based on aggregated 13F filings for Q3 2021.