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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
SCA
276
St. Clair Advisors
Ohio
$61.1M +$1.21M +3,135 +2%
PWA
277
Physician Wealth Advisors
Utah
$60.6M +$150K +388 +0.3%
BWP
278
BSW Wealth Partners
Colorado
$60.3M -$1.72M -4,461 -3%
CI
279
Conning Inc
Connecticut
$60.2M +$51.7K +134 +0.1%
WCF
280
West Coast Financial
California
$60M +$2.04M +5,278 +3%
FWCM
281
Ferguson Wellman Capital Management
Oregon
$59.6M +$2.65M +6,861 +5%
FCFC
282
First Commonwealth Financial Corp
Pennsylvania
$59.4M +$3.25M +8,414 +6%
TIM
283
Tortoise Investment Management
New York
$59.2M -$796K -2,063 -1%
CIM
284
CIM Investment Management
Pennsylvania
$58.9M +$2.77M +7,175 +5%
BBA
285
BLB&B Advisors
Pennsylvania
$58.2M +$1.86M +4,832 +3%
RFA
286
RTD Financial Advisors
Pennsylvania
$58M -$562K -1,455 -1%
RIA
287
Regal Investment Advisors
Michigan
$57.5M +$1.84M +4,764 +3%
ONB
288
Old National Bancorp
Indiana
$57.3M +$221K +572 +0.4%
RSWM
289
Robertson Stephens Wealth Management
California
$57.3M +$6.08M +15,756 +12%
FIA
290
Foundations Investment Advisors
Arizona
$57.3M +$7.49M +19,407 +15%
AF
291
Allworth Financial
California
$57M -$12M -31,204 -17%
SFS
292
Summit Financial Strategies
Ohio
$56.9M -$979K -2,536 -2%
CA
293
Crewe Advisors
Utah
$56.6M +$3.88M +10,049 +7%
GIM
294
Goelzer Investment Management
Indiana
$56.4M -$494K -1,281 -0.9%
CF
295
Cantor Fitzgerald
New York
$56.3M -$13.5M -34,928 -19%
ASN
296
Advisory Services Network
Georgia
$56.2M +$1.53M +3,964 +3%
IAN
297
Integrated Advisors Network
Texas
$55.9M -$798K -2,067 -1%
VOYA Investment Management
298
VOYA Investment Management
Georgia
$55.9M -$11.5M -29,821 -17%
IMC Chicago
299
IMC Chicago
Illinois
$55.4M +$55.6M +144,155 New
Mackenzie Financial
300
Mackenzie Financial
Ontario, Canada
$55.3M -$205M -530,226 -79%

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.