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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
SFWC
2476
Strategic Family Wealth Counselors
New Jersey
$255K +$1.54K +4 +0.6%
PHS
2477
Pekin Hardy Strauss
Illinois
$255K -$35.1K -91 -12%
MIC
2478
Meridian Investment Counsel
California
$254K
BAM
2479
Byrne Asset Management
New Jersey
$254K -$27.8K -72 -10%
PIM
2480
Penobscot Investment Management
Massachusetts
$253K
LWMG
2481
Levy Wealth Management Group
Pennsylvania
$253K +$254K +657 New
NL
2482
Navalign LLC
California
$252K -$28.2K -73 -10%
RIL
2483
Rothschild Investment LLC
Illinois
$251K -$82.6K -214 -25%
PAM
2484
Private Asset Management
California
$251K +$1.93K +5 +0.8%
EAM
2485
Empirical Asset Management
Massachusetts
$250K +$1.16K +3 +0.5%
Capital World Investors
2486
Capital World Investors
California
$249K +$250K +647 New
AP
2487
Americana Partners
Texas
$249K +$250K +648 New
DL
2488
DOHJ LLC
Washington
$248K +$249K +645 New
SFG
2489
Synergy Financial Group
California
$246K
HIS
2490
Harvest Investment Services
Illinois
$246K
HIM
2491
Hotaling Investment Management
Pennsylvania
$244K
HTHT
2492
Hemenway Trust Hemenway Trust
New Hampshire
$244K -$1.93K -5 -0.8%
FNBTCON
2493
First National Bank & Trust Co of Newtown
Pennsylvania
$244K -$184K -477 -43%
CCM
2494
Cribstone Capital Management
Maine
$242K +$386 +1 +0.2%
ST
2495
Sabal Trust
Florida
$242K
LF
2496
LifeSteps Financial
California
$241K
FWP
2497
Falcon Wealth Planning
California
$240K +$242K +626 New
HHAA
2498
Henry H. Armstrong Associates
Pennsylvania
$240K
AIS
2499
AM Investment Strategies
Tennessee
$240K +$241K +624 New
OFP
2500
OLIO Financial Planning
Virginia
$239K

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.