iShares Core S&P 500 ETF
IVV
2,614 hedge funds and large institutions have $244B 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, 762 reducing their positions, and 57 closing their positions.
695% more first-time investments, than exits
New positions opened: 453 | Existing positions closed: 57
171% more capital inflows, than outflows
Capital inflows: $31.6B | Capital outflows: $11.6B
46% more repeat investments, than reductions
Existing positions increased: 1,109 | Existing positions reduced: 762
18% more funds holding in top 10
Funds holding in top 10: 729 → 863 (+134)
16% more funds holding
Funds holding: 2,261 → 2,614 (+353)
2.26% more ownership
Funds ownership: 70.72% → 72.98% (+2.3%)
81% less call options, than puts
Call options by funds: $150M | Put options by funds: $803M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
+$3.08B |
| 2 |
BlackRock
New York
|
+$2.79B |
| 3 |
Millennium Management
New York
|
+$1.38B |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.3B |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.11B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$6.35B |
| 2 |
Franklin Resources
San Mateo,
California
|
-$732M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$396M |
| 4 |
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$342M |
| 5 |
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$275M |
IVV Hedge Fund Activity: Q4 2021 in Review
2,614 of the 6,521 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2021, worth a combined $244B — 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 762 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.
- 2,614 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2021, up from 2,261 in Q3 2021.
- Funds reported $244B 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.