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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
BFG
2551
Barber Financial Group
Kansas
$206K -$29.3K -76 -12%
FPIS
2552
Financial Planning & Information Services
Wisconsin
$206K +$206K +535 New
GF
2553
Goodman Financial
Texas
$206K +$206K +535 New
OPOWM
2554
One Plus One Wealth Management
Florida
$204K -$42.1K -109 -17%
SBIA
2555
Sheaff Brock Investment Advisors
Indiana
$203K -$67.9K -176 -25%
VNA
2556
Valley National Advisers
Pennsylvania
$203K -$7.72K -20 -4%
SAM
2557
SignalPoint Asset Management
Missouri
$203K +$204K +529 New
HNWA
2558
Henrickson Nauta Wealth Advisors
Michigan
$203K +$204K +528 New
WFA
2559
West Financial Advisors
Iowa
$200K -$42.1K -109 -17%
DAC
2560
Dividend Assets Capital
South Carolina
$196K -$75.6K -196 -28%
GG
2561
Gleason Group
Kentucky
$195K +$1.16K +3 +0.6%
CP
2562
Castleview Partners
Texas
$195K -$24.3K -63 -11%
LB
2563
Legacy Bridge
Iowa
$192K +$193K +500 New
SGC
2564
Slocum, Gordon & Co
Rhode Island
$182K +$183K +474 New
TSW
2565
Thompson Siegel & Walmsley
Virginia
$177K
VNIM
2566
Vaughan Nelson Investment Management
Texas
$175K -$19.3K -50 -10%
CWM
2567
Cedar Wealth Management
California
$175K +$56.3K +146 +47%
VCM
2568
Versant Capital Management
Arizona
$173K +$22.8K +59 +15%
MM
2569
Main Management
California
$172K -$275K -712 -61%
PWM
2570
Provident Wealth Management
Tennessee
$167K -$2.7K -7 -2%
GWANC
2571
Guardian Wealth Advisors (North Carolina)
North Carolina
$162K +$24.3K +63 +18%
HNWAG
2572
High Net Worth Advisory Group
Florida
$161K
MAWCM
2573
Mine & Arao Wealth Creation & Management
California
$159K
TFA
2574
Toth Financial Advisory
Virginia
$156K
FCT
2575
Family Capital Trust
Massachusetts
$156K

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.