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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
HCP
2601
Hexagon Capital Partners
Arkansas
$94.4K +$53.6K +139 +130%
MSFP
2602
Mark Sheptoff Financial Planning
Connecticut
$91.4K
AWM
2603
Ameliora Wealth Management
Switzerland
$89.9K
DF
2604
DecisionPoint Financial
Arizona
$86.4K +$86.8K +225 New
KFO
2605
Kopp Family Office
Minnesota
$86K -$4.25K -11 -5%
PCM
2606
Perritt Capital Management
Illinois
$81.1K +$81.4K +211 New
CAM
2607
Costello Asset Management
Pennsylvania
$76.5K
RFS
2608
Retirement Financial Solutions
Tennessee
$73K +$73.3K +190 New
CWM
2609
CarsonAllaria Wealth Management
Illinois
$72K
LFA
2610
Legend Financial Advisors
Pennsylvania
$71.1K
BAM
2611
Bellevue Asset Management
Washington
$70.5K
CBT
2612
CoreFirst Bank & Trust
Kansas
$69.9K
MAM
2613
Marquette Asset Management
Minnesota
$69.5K -$1.16K -3 -2%
PG
2614
Proffitt & Goodson
Tennessee
$68.4K
TFP
2615
Tilia Fiduciary Partners
North Carolina
$66.9K
MCM
2616
Manchester Capital Management
Vermont
$65.3K
ACA
2617
Atlas Capital Advisors
Wyoming
$60.7K +$13.1K +34 +27%
MSCM
2618
McElhenny Sheffield Capital Management
Texas
$59.2K +$59.4K +154 New
MCM
2619
Magnolia Capital Management
New York
$59K +$59K +153 New
PCTC
2620
Perkins Coie Trust Company
Washington
$56.9K
LTI
2621
Laffer Tengler Investments
Tennessee
$55.3K +$55.6K +144 New
CWA
2622
Carolina Wealth Advisors
South Carolina
$55K
NMG
2623
New Millennium Group
Utah
$54.8K -$31.3K -81 -36%
FFL
2624
Financial Freedom LLC
Ohio
$52K +$52.1K +135 New
NC
2625
NewSquare Capital
Pennsylvania
$49.2K -$377K -978 -88%

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.