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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
FFA
2626
Fairfield Financial Advisors
Massachusetts
$48.8K -$63.3K -164 -56%
RTC
2627
Riverview Trust Company
Washington
$48K -$9.65K -25 -17%
IF
2628
Integrity Financial
Wyoming
$46.5K -$78.3K -203 -63%
FFC
2629
First Financial Corp
Indiana
$44.6K
ATC
2630
Adirondack Trust Company
New York
$43.8K
GTAM
2631
Global Trust Asset Management
Florida
$43.3K
HBW
2632
Hazlett, Burt & Watson
West Virginia
$42K
Qube Research & Technologies (QRT)
2633
Qube Research & Technologies (QRT)
United Kingdom
$41.9K -$26.4M -68,319 -100%
HFM
2634
Hartford Financial Management
Connecticut
$41.1K
AA
2635
AlphaMark Advisors
Kentucky
$40K
KC
2636
Knuff & Co
California
$38.4K
FMB
2637
Field & Main Bank
Kentucky
$38.4K
PIA
2638
Powell Investment Advisors
Florida
$37.7K
HIIFS
2639
Harel Insurance Investments & Financial Services
Israel
$37K -$3.66M -9,478 -99%
LWA
2640
Lowe Wealth Advisors
Maryland
$36.9K
BCPWM
2641
Bradley & Co Private Wealth Management
Florida
$36.5K -$291K -755 -89%
CAC
2642
Core Alternative Capital
Georgia
$36.1K +$36.3K +94 New
SIM
2643
Studio Investment Management
Illinois
$32.7K +$32.8K +85 New
C
2644
Covestor
United Kingdom
$30K +$17K +44 +138%
MWM
2645
MinichMacGregor Wealth Management
New York
$25.7K +$25.9K +67 New
FCAG
2646
First Capital Advisors Group
New Jersey
$25K
BCM
2647
Blume Capital Management
California
$25K
DFC
2648
DB Fitzpatrick & Co
Idaho
$21.9K
SL
2649
Savior LLC
Massachusetts
$21.8K +$386 +1 +2%
PK
2650
Pflug Koory
Nebraska
$20K

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.