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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
FNBT
251
FineMark National Bank & Trust
Florida
$66.8M +$9.58M +24,828 +17%
GT
252
Glenmede Trust
Pennsylvania
$66.5M +$3.9M +10,098 +6%
SIRP
253
Shelter Insurance Retirement Plan
Missouri
$66.4M -$24.2M -62,722 -27%
TLFA
254
True Link Financial Advisors
California
$66.3M +$1.15M +2,983 +2%
SWM
255
Spire Wealth Management
Virginia
$66.1M +$553K +1,433 +0.8%
OWM
256
Orgel Wealth Management
Wisconsin
$65.9M +$23M +59,556 +53%
FMWA
257
Forvis Mazars Wealth Advisors
Missouri
$65.6M +$1.06M +2,746 +2%
HFA
258
High Falls Advisors
New York
$65.4M +$72.6K +188 +0.1%
CS
259
Comerica Securities
Michigan
$65.1M +$822K +2,130 +1%
HH
260
HWG Holdings
Texas
$64.4M -$11.4M -29,485 -15%
WA
261
Wilshire Advisors
California
$64.2M -$1.03M -2,670 -2%
GAM
262
Gotham Asset Management
New York
$64M +$7.58M +19,634 +13%
TCM
263
Twele Capital Management
Minnesota
$63.8M -$93.8K -243 -0.1%
DADC
264
D.A. Davidson & Co
Montana
$63.5M -$1.93M -5,007 -3%
QCG
265
Quadrant Capital Group
Ohio
$63.2M +$7.01M +18,166 +12%
WBG
266
Wharton Business Group
Pennsylvania
$63.1M -$30.1K -78 -0%
NL
267
NWAM LLC
Washington
$62.9M +$1.21M +3,129 +2%
LF
268
Lee Financial
Texas
$62.6M +$2.38M +6,155 +4%
VFA
269
Valeo Financial Advisors
Indiana
$62.4M +$7.22M +18,700 +13%
CAM
270
Chandler Asset Management
California
$62.1M
MHS
271
M Holdings Securities
Oregon
$62.1M +$9.7M +25,145 +18%
KA
272
Kovack Advisors
Florida
$62M +$6.01M +15,564 +11%
GSAM
273
Grant Street Asset Management
Pennsylvania
$61.8M -$5.39M -13,954 -8%
AFS
274
Amtrust Financial Services
New York
$61.8M
MIS
275
Morningstar Investment Services
Illinois
$61.2M -$1.12M -2,910 -2%

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.