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iShares Core S&P 500 ETF

2,503 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, 1,102 increasing their positions, 917 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 1,102 | 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: 805799 (-6)

1% less funds holding

Funds holding: 2,5282,503 (-25)

1.07% less ownership

Funds ownership: 71.51%70.44% (-1.1%)

5% less capital invested

Capital invested by funds: $199B → $189B (-$10.3B)

26% less call options, than puts

Call options by funds: $175M | Put options by funds: $237M

Holders
2,503
Holders Change
-25
Holders Change %
-0.99%
% of All Funds
42.94%
Holding in Top 10
799
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-0.75%
% of All Funds
13.71%
New
102
Increased
1,102
Reduced
917
Closed
89
Calls
$175M
Puts
$237M
Net Calls
-$62.2M
Net Calls Change
-$107M

IVV Hedge Fund Activity: Q3 2022 in Review

2,503 of the 5,829 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 5.2% 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 1,102 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.

  • 2,503 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2022, down from 2,528 in Q2 2022.
  • Funds reported $189B of iShares Core S&P 500 ETF stock for Q3 2022, down 5.2% 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.