We are live on ! Find out more
IVV icon

iShares Core S&P 500 ETF

2,681 hedge funds and large institutions have $214B invested in iShares Core S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 1,115 increasing their positions, 941 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

298% more first-time investments, than exits

New positions opened: 318 | Existing positions closed: 80

154% more call options, than puts

Call options by funds: $380M | Put options by funds: $150M

18% more repeat investments, than reductions

Existing positions increased: 1,115 | Existing positions reduced: 941

12% more capital invested

Capital invested by funds: $191B → $214B (+$22.4B)

7% more funds holding

Funds holding: 2,5022,681 (+179)

7% more funds holding in top 10

Funds holding in top 10: 798851 (+53)

0.06% more ownership

Funds ownership: 70.58%70.64% (+0.06%)

Holders
2,681
Holders Change
+179
Holders Change %
+7.15%
% of All Funds
43.09%
Holding in Top 10
851
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+6.64%
% of All Funds
13.68%
New
318
Increased
1,115
Reduced
941
Closed
80
Calls
$380M
Puts
$150M
Net Calls
+$230M
Net Calls Change
+$292M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$75.5M +$1.71M +4,434 +2%
BRWA
227
B. Riley Wealth Advisors
Florida
$75.4M -$3.42M -8,858 -4%
SHJ
228
Sharkey, Howes & Javer
Colorado
$75M +$6.04M +15,660 +9%
CCFCSB
229
Cape Cod Five Cents Savings Bank
Massachusetts
$74.8M +$474K +1,229 +0.6%
IWA
230
Icon Wealth Advisors
Texas
$74M -$2.72M -7,052 -4%
SAM
231
Satovsky Asset Management
New York
$73.7M -$1.02M -2,654 -1%
SWP
232
Stratos Wealth Partners
Ohio
$73.4M -$685K -1,776 -0.9%
MA
233
Montag & Associates
Georgia
$73.3M +$4.67M +12,108 +7%
AT
234
Arvest Trust
Oklahoma
$73M +$543K +1,407 +0.7%
FHA
235
First Horizon Advisors
Tennessee
$73M +$6.28M +16,265 +9%
GC
236
Grimes & Company
Massachusetts
$72.8M -$20.3M -52,615 -22%
PFM
237
Parsec Financial Management
North Carolina
$72.2M +$3.74M +9,692 +5%
Chevy Chase Trust
238
Chevy Chase Trust
Maryland
$72M -$43.2M -111,978 -37%
MIH
239
Meitav Investment House
Israel
$71.6M +$1.08M +2,801 +2%
CWAF
240
Core Wealth Advisors (Florida)
Florida
$70.3M +$4.99M +12,930 +8%
BCI
241
Brinker Capital Investments
Pennsylvania
$70.1M -$946K -2,451 -1%
BL
242
Balentine LLC
Georgia
$70M -$89M -230,645 -56%
BMCM
243
Bryn Mawr Capital Management
Pennsylvania
$69.9M -$559K -1,448 -0.8%
EPA
244
Element Pointe Advisors
Florida
$69.5M +$3.85M +9,964 +6%
MGIA
245
Moneta Group Investment Advisors
Missouri
$69.1M +$936K +2,426 +1%
UID
246
Union Investments & Development
Israel
$68.7M -$5.05M -13,077 -7%
AWM
247
Apollon Wealth Management
South Carolina
$67.9M +$20.8M +53,877 +44%
CCMG
248
Clark Capital Management Group
Pennsylvania
$67.9M -$434M -1,123,544 -86%
BWM
249
Baystate Wealth Management
Massachusetts
$67.5M +$31.3K +81 +0%
MA
250
Mutual Advisors
Nebraska
$66.8M +$1.41M +3,663 +2%

IVV Hedge Fund Activity: Q4 2022 in Review

2,681 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2022, worth a combined $214B — up 12% from $191B a quarter earlier.

Buyers outnumbered sellers: 318 funds opened new IVV positions and 80 closed out — a net gain of 238 holders — while 1,115 added to existing stakes and 941 trimmed.

The largest buyer was BlackRock, adding an estimated $2.03B. The largest seller was Bank of America, cutting an estimated $6.32B.

  • 2,681 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2022, up from 2,502 in Q3 2022.
  • Funds reported $214B of iShares Core S&P 500 ETF stock for Q4 2022, up 12% quarter-over-quarter.
  • 318 funds opened new iShares Core S&P 500 ETF positions in Q4 2022 and 80 closed out, a net change of +238 holders.
  • The largest iShares Core S&P 500 ETF buyer in Q4 2022 was BlackRock, an estimated $2.03B added.
  • The largest iShares Core S&P 500 ETF seller in Q4 2022 was Bank of America, an estimated $6.32B sold.

Based on aggregated 13F filings for Q4 2022.