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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
ACM
2526
Ategra Capital Management
Virginia
$221K -$6.17K -16 -3%
SCM
2527
Stonehearth Capital Management
Massachusetts
$220K
FA
2528
Financial Alternatives
California
$220K +$221K +573 New
SGWM
2529
Sterling Group Wealth Management
California
$220K +$221K +573 New
LCM
2530
LVM Capital Management
Michigan
$219K -$7.72K -20 -3%
CWM
2531
Compass Wealth Management
Connecticut
$219K +$220K +570 New
TBC
2532
Ted Buchan & Co
California
$218K +$219K +568 New
MFS
2533
Madrona Financial Services
Washington
$218K -$13.5K -35 -6%
OHWA
2534
Oak Hill Wealth Advisors
Virginia
$218K +$219K +567 New
HBT
2535
Hills Bank & Trust
Iowa
$217K -$19.3K -50 -8%
GA
2536
GoalVest Advisory
New York
$216K
FBA
2537
Front Barnett Associates
Illinois
$216K
LG
2538
LaFleur & Godfrey
Michigan
$215K
BWL
2539
Beacon Wealthcare LLC
North Carolina
$213K -$25.1K -65 -10%
SAM
2540
SP Asset Management
California
$213K +$214K +554 New
CFA
2541
Compass Financial Advisors
Indiana
$212K +$213K +552 New
ONST
2542
Old North State Trust
North Carolina
$211K -$6.17K -16 -3%
UCI
2543
Uncommon Cents Investing
Wisconsin
$211K +$212K +549 New
SWM
2544
Silverlake Wealth Management
Vermont
$210K +$211K +547 New
ZCM
2545
Ziegler Capital Management
Illinois
$210K +$211K +546 New
TNAM
2546
Terra Nova Asset Management
New York
$209K -$74.1K -192 -26%
SAI
2547
Systematic Alpha Investments
New Jersey
$209K +$210K +544 New
DCM
2548
DGS Capital Management
New Jersey
$208K +$209K +542 New
SFMG
2549
Sage Financial Management Group
Virginia
$207K +$208K +540 New
AFS
2550
AFG Fiduciary Services
Massachusetts
$207K +$208K +538 New

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.