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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
RAM
2576
Riggs Asset Management
Pennsylvania
$154K
HCM
2577
Hillman Capital Management
Maryland
$152K +$152K +395 New
MCM
2578
Mill Capital Management
North Carolina
$150K
AWM
2579
Atticus Wealth Management
Florida
$148K
TFA
2580
Transamerica Financial Advisors
Florida
$135K +$123K +319 +967%
GMA
2581
Glassy Mountain Advisors
Maryland
$131K +$131K +340 New
DWA
2582
Dougherty Wealth Advisers
Minnesota
$129K
FCG
2583
Financial Connections Group
California
$127K
CH
2584
Canton Hathaway
Rhode Island
$126K
DWA
2585
Delos Wealth Advisors
Texas
$125K -$24.7K -64 -16%
MIM
2586
MTM Investment Management
South Carolina
$124K -$13.5K -35 -10%
RPCA
2587
Running Point Capital Advisors
California
$124K
BIA
2588
Bell Investment Advisors
California
$122K +$1.16K +3 +0.9%
CQS
2589
Credential Qtrade Securities
$119K +$120K +310 New
AF
2590
Arrow Financial
New York
$118K
RWML
2591
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$115K
AWM
2592
Accel Wealth Management
Iowa
$112K +$386 +1 +0.3%
RF
2593
Robbins Farley
New Hampshire
$108K
GWSA
2594
Global Wealth Strategies & Associates
Colorado
$105K +$105K +273 New
IBOK
2595
Independence Bank of Kentucky
Kentucky
$103K +$4.25K +11 +4%
EE
2596
EWG Elevate
California
$101K +$102K +264 New
AIM
2597
Anchor Investment Management
South Carolina
$97.6K +$1.93K +5 +2%
CM
2598
Cornerstone Management
Georgia
$97.2K
WWM
2599
Wolff Wiese Magana
California
$96.8K -$279K -723 -74%
PAIM
2600
Punch & Associates Investment Management
Minnesota
$96.8K

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.