iShares Core S&P 500 ETF
IVV
2,506 hedge funds and large institutions have $189B invested in iShares Core S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 1,105 increasing their positions, 917 reducing their positions, and 89 closing their positions.
37% more capital inflows, than outflows
Capital inflows: $13B | Capital outflows: $9.49B
21% more repeat investments, than reductions
Existing positions increased: 1,105 | Existing positions reduced: 917
15% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 89
1% less funds holding in top 10
Funds holding in top 10: 807 → 801 (-6)
0.95% less ownership
Funds ownership: 71.56% → 70.62% (-0.95%)
1% less funds holding
Funds holding: 2,531 → 2,506 (-25)
26% less call options, than puts
Call options by funds: $175M | Put options by funds: $237M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.9B |
| 2 |
Goldman Sachs
New York
|
+$1.87B |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$703M |
| 4 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$518M |
| 5 |
Bank of New York Mellon
New York
|
+$491M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rafferty Asset Management
New York
|
-$1.72B |
| 2 |
Sumitomo Life Insurance
Tokyo,
Japan
|
-$1.07B |
| 3 |
BlackRock
New York
|
-$919M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$599M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$487M |
IVV Hedge Fund Activity: Q3 2022 in Review
2,506 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q3 2022, worth a combined $189B — down 5% from $199B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new IVV positions and 89 closed out — a net gain of 13 holders — while 1,105 added to existing stakes and 917 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.9B. The largest seller was Rafferty Asset Management, cutting an estimated $1.72B.
- 2,506 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2022, down from 2,531 in Q2 2022.
- Funds reported $189B of iShares Core S&P 500 ETF stock for Q3 2022, down 5% quarter-over-quarter.
- 102 funds opened new iShares Core S&P 500 ETF positions in Q3 2022 and 89 closed out, a net change of +13 holders.
- The largest iShares Core S&P 500 ETF buyer in Q3 2022 was Envestnet Asset Management, an estimated $1.9B added.
- The largest iShares Core S&P 500 ETF seller in Q3 2022 was Rafferty Asset Management, an estimated $1.72B sold.
Based on aggregated 13F filings for Q3 2022.