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
MPW
2726
MGO Private Wealth
California
-$434K -1,209 Closed
PCM
2727
Passive Capital Management
Maryland
-$386K -1,075 Closed
SEA
2728
Stegent Equity Advisors
Texas
-$335K -933 Closed
FWM
2729
Foresight Wealth Management
Utah
-$330K -919 Closed
SWM
2730
Salvus Wealth Management
New Jersey
-$326K -908 Closed
ZCA
2731
Zeke Capital Advisors
Pennsylvania
-$314K -876 Closed
SMH
2732
Sanders Morris Harris
Texas
-$287K -800 Closed
IWP
2733
Innova Wealth Partners
Pennsylvania
-$279K -779 Closed
EWA
2734
ERTS Wealth Advisors
Michigan
-$279K -778 Closed
EGA
2735
Eagle Global Advisors
Texas
-$273K -762 Closed
AOWM
2736
Alpha Omega Wealth Management
Virginia
-$267K -745 Closed
GWSG
2737
GPS Wealth Strategies Group
Colorado
-$260K -726 Closed
AWP
2738
Abacus Wealth Partners
California
-$254K -708 Closed
KCM
2739
Karp Capital Management
California
-$249K -693 Closed
WFS
2740
Widmann Financial Services
Maryland
-$244K -680 Closed
MWM
2741
Maltin Wealth Management
New Jersey
-$241K -673 Closed
AA
2742
Apriem Advisors
California
-$239K -667 Closed
FWSM
2743
First Wilshire Securities Management
California
-$233K -650 Closed
CG
2744
Corundum Group
Colorado
-$231K -645 Closed
LRWA
2745
Long Run Wealth Advisors
New York
-$222K -619 Closed
BTIM
2746
BancFirst Trust & Investment Management
Oklahoma
-$220K -603 Closed
THWM
2747
Taylor Hoffman Wealth Management
Virginia
-$210K -586 Closed
FS
2748
Ferguson Shapiro
Georgia
-$205K -571 Closed
RI
2749
Rinkey Investments
California
-$213K -533 Closed
JWBC
2750
John W. Brooker & Co
California
-$180K -503 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.