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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
BlackRock
1
BlackRock
New York
$33.5B +$2.79B +6,052,912 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$11.4B +$1.11B +2,410,956 +11%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$10.6B +$520M +1,128,418 +5%
Wells Fargo
4
Wells Fargo
California
$8.05B -$8.84M -19,186 -0.1%
Creative Planning
5
Creative Planning
Kansas
$7.77B +$415M +900,460 +6%
Bank of America
6
Bank of America
North Carolina
$7.64B -$6.35B -13,783,270 -46%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.43B +$1.3B +2,819,607 +33%
JP Morgan Chase
8
JP Morgan Chase
New York
$5.11B +$25M +54,252 +0.5%
Morgan Stanley
9
Morgan Stanley
New York
$4.91B +$111M +240,421 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$3.87B +$25M +54,356 +0.7%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$3.19B +$3.08B +6,682,000 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$3.07B +$71.3M +154,822 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$3.07B +$115M +249,056 +4%
Rafferty Asset Management
14
Rafferty Asset Management
New York
$2.91B +$492M +1,066,861 +21%
LPL Financial
15
LPL Financial
California
$2.87B +$199M +431,865 +8%
UBS Group
16
UBS Group
Switzerland
$2.78B +$1.06B +2,305,065 +66%
Ameriprise
17
Ameriprise
Minnesota
$2.74B +$18.8M +40,798 +0.7%
US Bancorp
18
US Bancorp
Minnesota
$2.66B +$135M +293,080 +6%
SLI
19
Sumitomo Life Insurance
Japan
$2.61B +$182M +395,000 +8%
Truist Financial
20
Truist Financial
North Carolina
$2.57B +$83.4M +180,970 +3%
Squarepoint
21
Squarepoint
New York
$2.37B +$921M +1,998,051 +67%
Goldman Sachs
22
Goldman Sachs
New York
$2.21B +$52.2M +113,296 +3%
NMIFOAC
23
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$2.1B +$29.7M +64,500 +1%
Victory Capital Management
24
Victory Capital Management
Texas
$1.84B -$193M -417,808 -10%
FCAS
25
First Command Advisory Services
Texas
$1.82B -$172M -373,784 -9%
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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.