We are live on ! Find out more
IVV icon

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
PFG
2676
Piershale Financial Group
Illinois
$1.92K +$1.93K +5 New
AFG
2677
Albion Financial Group
Utah
$1.54K +$1.54K +4 New
TCOT
2678
Trust Company of Toledo
Ohio
$1.44K
DSC
2679
Duncker Streett & Co
Missouri
$1.15K
FA
2680
Fortis Advisors
Pennsylvania
$1.15K
KA
2681
Kozak & Associates
Colorado
$1K
CMP
2682
Coston McIsaac & Partners
Maine
$572 +$298K +772 +108%
WIM
2683
Westside Investment Management
California
$224 +$124K +322 +123%
MA
2684
MUFG Americas
New York
-$75.7M -211,045 Closed
MB
2685
MUFG Bank
Japan
-$60.8M -169,400 Closed
BS
2686
Bessemer Securities
New York
-$52.5M -146,255 Closed
PWM
2687
PRW Wealth Management
Massachusetts
-$37M -103,148 Closed
TA
2688
Townsend & Associates
Colorado
-$34.7M -90,525 Closed
JF
2689
Jump Financial
Illinois
-$31.6M -88,053 Closed
Twin Tree Management
2690
Twin Tree Management
Texas
-$23.3M -65,001 Closed
EGP
2691
Entrust Global Partners
New York
-$17.2M -47,950 Closed
Squarepoint
2692
Squarepoint
New York
-$14.9M -41,674 Closed
FTUS
2693
Flow Traders U.S.
New York
-$12.1M -33,627 Closed
HIC
2694
Hartline Investment Corp
Illinois
-$10.9M -30,302 Closed
SWM
2695
Scissortail Wealth Management
Oklahoma
-$11.4M -30,280 Closed
OMC
2696
Old Mission Capital
Illinois
-$8.23M -22,946 Closed
HPWM
2697
Highland Private Wealth Management
Washington
-$7.35M -20,496 Closed
CG
2698
Caprock Group
Idaho
-$5.22M -14,553 Closed
DS
2699
DRW Securities
Illinois
-$4.17M -11,634 Closed
CWM
2700
Cordatus Wealth Management
Pennsylvania
-$3.57M -9,951 Closed

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.