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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
Zurich Cantonal Bank
2701
Zurich Cantonal Bank
Switzerland
-$2.73M -7,492 Closed
PPW
2702
Parcion Private Wealth
Washington
-$2.47M -6,880 Closed
HMH
2703
Hackensack Meridian Health
New Jersey
-$2.43M -6,775 Closed
RH
2704
RFG Holdings
Texas
-$2.31M -6,439 Closed
ACK
2705
Andrew C. Karlinski
-$2.16M -6,024 Closed
WWA
2706
WCG Wealth Advisors
Nevada
-$1.97M -4,836 Closed
Canada Life
2707
Canada Life
Manitoba, Canada
-$1.61M -4,490 Closed
TL
2708
Tradewinds LLC
North Carolina
-$1.14M -3,164 Closed
CW
2709
Cabot-Wellington
Massachusetts
-$1.12M -3,124 Closed
HJGA
2710
Hardman Johnston Global Advisors
Connecticut
-$1.08M -3,005 Closed
AS
2711
Altshuler Shaham
Israel
-$1.06M -2,899 Closed
HGERS
2712
Householder Group Estate & Retirement Specialist
Arizona
-$1.04M -2,889 Closed
CCMD
2713
Cypress Capital Management (Delaware)
Delaware
-$979K -2,730 Closed
DP
2714
Dearborn Partners
Illinois
-$950K -2,649 Closed
BWAM
2715
Boyd Watterson Asset Management
Ohio
-$906K -2,525 Closed
QA
2716
Quantitative Advantage
Minnesota
-$747K -2,084 Closed
NW
2717
Naviter Wealth
Arkansas
-$717K -2,000 Closed
DS
2718
Dudley & Shanley
Florida
-$679K -1,893 Closed
MAM
2719
Meeder Asset Management
Ohio
-$667K -1,860 Closed
BAS
2720
Brown Advisory Securities
Maryland
-$636K -1,775 Closed
MCP
2721
Mirador Capital Partners
California
-$578K -1,610 Closed
Members Trust
2722
Members Trust
Florida
-$543K -1,514 Closed
SBWIC
2723
Schaper Benz & Wise Investment Counsel
Wisconsin
-$486K -1,356 Closed
FVWA
2724
Foster Victor Wealth Advisors
South Carolina
-$499K -1,333 Closed
CG
2725
Clarus Group
Texas
-$436K -1,215 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.