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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
PSCM
326
Per Stirling Capital Management
Texas
$50M +$50.2M +130,124 New
BF
327
BOK Financial
Oklahoma
$49.7M -$2.38M -6,178 -5%
MFG
328
Merit Financial Group
Georgia
$49.7M +$2.62M +6,788 +6%
SAS
329
Sage Advisory Services
Texas
$49.5M -$411K -1,065 -0.8%
NCM
330
Narwhal Capital Management
Georgia
$49.4M +$795K +2,059 +2%
BSW
331
Buckingham Strategic Wealth
Missouri
$49.2M +$2.64M +6,849 +6%
Sumitomo Mitsui Trust Group
332
Sumitomo Mitsui Trust Group
Japan
$49.2M -$35.2M -91,227 -42%
SFS
333
Sowell Financial Services
Arkansas
$48.7M +$15.4M +39,877 +46%
WAG
334
Winthrop Advisory Group
Massachusetts
$48.7M +$2.12M +5,481 +5%
WA
335
Wealth Architects
California
$48.4M +$2.7K +7 +0%
CTB
336
Country Trust Bank
Illinois
$48.3M +$65.2K +169 +0.1%
CI
337
CX Institutional
Indiana
$48.3M +$267K +693 +0.6%
MFA
338
Mayflower Financial Advisors
Massachusetts
$48.3M -$1.03M -2,675 -2%
VFA
339
Voya Financial Advisors
Connecticut
$48.1M -$2.89M -7,494 -6%
VCM
340
Vision Capital Management
Oregon
$48M +$1.71M +4,433 +4%
CC
341
Courier Capital
New York
$47.8M +$608K +1,575 +1%
HWAM
342
Hennion & Walsh Asset Management
New Jersey
$47.7M +$7.48M +19,383 +19%
KCM
343
Kaye Capital Management
California
$47.6M +$47.8M +123,940 New
FFA
344
First Foundation Advisors
California
$47.6M +$16M +41,446 +50%
WS
345
Wela Strategies
Georgia
$47.4M +$820K +2,124 +2%
SG
346
StoneX Group
New York
$47.3M +$10.8M +27,907 +29%
HCC
347
Hirtle Callaghan & Co
Pennsylvania
$47M +$4.74M +12,277 +11%
PWLP
348
Prio Wealth Limited Partnership
Massachusetts
$46.5M +$74.1K +192 +0.2%
KFS
349
Kelly Financial Services
Massachusetts
$46.5M +$16.1M +41,612 +52%
PFG
350
PAX Financial Group
Texas
$46.4M -$3.92M -10,169 -8%

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.