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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
CWM
301
Curi Wealth Management
North Carolina
$55.3M +$12.5M +32,354 +29%
BFPW
302
BOK Financial Private Wealth
Colorado
$54.8M -$872K -2,259 -2%
ANTB
303
AMG National Trust Bank
Colorado
$54.4M -$13.6M -35,365 -20%
ANB
304
Amarillo National Bank
Texas
$54.2M -$765K -1,983 -1%
DWM
305
Destination Wealth Management
California
$53.9M +$118K +306 +0.2%
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$53.7M -$2.54M -6,578 -1%
WTC
307
WhitTier Trust Company
Nevada
$53.6M +$2.35M +6,090 +5%
AA
308
ALPS Advisors
Colorado
$53.4M +$1.24M +3,215 +2%
PRA
309
Pine Ridge Advisers
New York
$53.1M +$51.5M +133,501 +2,784%
SW
310
SteelPeak Wealth
California
$52.8M -$4.71M -12,198 -8%
VFIC
311
Valley Forge Investment Consultants
Pennsylvania
$52.7M -$3.54M -9,162 -6%
GW
312
GW & Wade
Massachusetts
$52.2M +$10.2M +26,553 +24%
SYBT
313
Stock Yards Bank & Trust
Kentucky
$52.1M +$3.02M +7,813 +6%
APTFM
314
AGUR Provident & Training Funds Management
Israel
$51.8M +$52.1M +134,880 New
CSWG
315
Cardinal Strategic Wealth Guidance
Kentucky
$51.8M +$3.32M +8,593 +7%
APCM
316
Alaska Permanent Capital Management
Alaska
$51.6M -$1.59M -4,122 -3%
KWMG
317
King Wealth Management Group
Florida
$51.5M +$1.48M +3,824 +3%
CWM
318
Cahill Wealth Management
Michigan
$51.1M -$2.98M -7,716 -6%
CW
319
Connectus Wealth
Ohio
$51M -$4.81M -12,476 -9%
SWA
320
SFMG Wealth Advisors
Texas
$50.7M +$17.9M +46,448 +54%
NA
321
NewEdge Advisors
Louisiana
$50.3M -$5.66M -14,668 -3%
NEPPG
322
New England Professional Planning Group
Rhode Island
$50.2M +$526K +1,362 +1%
AI
323
Accredited Investors
Minnesota
$50.1M +$397K +1,029 +0.8%
JWM
324
Janiczek Wealth Management
Colorado
$50.1M +$306K +793 +0.6%
CIBC World Market
325
CIBC World Market
Ontario, Canada
$50M +$4.69M +12,142 +10%

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.