iShares Core S&P 500 ETF
IVV
2,531 hedge funds and large institutions have $199B invested in iShares Core S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 1,142 increasing their positions, 954 reducing their positions, and 125 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 1,142 | Existing positions reduced: 954
20% more call options, than puts
Call options by funds: $273M | Put options by funds: $228M
9% more capital inflows, than outflows
Capital inflows: $11.4B | Capital outflows: $10.4B
0.2% less ownership
Funds ownership: 71.76% → 71.56% (-0.2%)
2% less funds holding
Funds holding: 2,587 → 2,531 (-56)
4% less funds holding in top 10
Funds holding in top 10: 837 → 807 (-30)
15% less first-time investments, than exits
New positions opened: 106 | Existing positions closed: 125
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$1B |
| 2 |
Morgan Stanley
New York
|
+$901M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$866M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$733M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$612M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
United Services Automobile Association
San Antonio,
Texas
|
-$1.2B |
| 2 |
Sumitomo Life Insurance
Tokyo,
Japan
|
-$1.17B |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$695M |
| 4 |
Rafferty Asset Management
New York
|
-$612M |
| 5 |
Bank of Finland
Helsinki,
Finland
|
-$473M |
IVV Hedge Fund Activity: Q2 2022 in Review
2,531 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2022, worth a combined $199B — down 16% from $238B a quarter earlier.
Sellers outnumbered buyers: 125 funds closed out of IVV and 106 opened new positions — a net loss of 19 holders — while 954 trimmed existing stakes and 1,142 added.
The largest buyer was Creative Planning, adding an estimated $1B. The largest seller was United Services Automobile Association, cutting an estimated $1.2B.
- 2,531 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2022, down from 2,587 in Q1 2022.
- Funds reported $199B of iShares Core S&P 500 ETF stock for Q2 2022, down 16% quarter-over-quarter.
- 106 funds opened new iShares Core S&P 500 ETF positions in Q2 2022 and 125 closed out, a net change of -19 holders.
- The largest iShares Core S&P 500 ETF buyer in Q2 2022 was Creative Planning, an estimated $1B added.
- The largest iShares Core S&P 500 ETF seller in Q2 2022 was United Services Automobile Association, an estimated $1.2B sold.
Based on aggregated 13F filings for Q2 2022.