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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
UOMF
376
University of Massachusetts Foundation
Massachusetts
$42.3M +$189K +490 +0.4%
KFSC
377
Keystone Financial Services (Colorado)
Colorado
$42.2M -$542K -1,404 -1%
Eagle Capital Management (New York)
378
Eagle Capital Management (New York)
New York
$41.9M +$42.1M +109,057 New
OC
379
Oppenheimer & Co
New York
$41.9M +$377K +976 +0.9%
PFA
380
Pettinga Financial Advisors
Indiana
$41.4M -$1.33M -3,448 -3%
PIM
381
Parker Investment Management
California
$41.4M -$71.4K -185 -0.2%
SIM
382
Strategic Investment Management
Virginia
$41.4M -$355K -920 -0.9%
TSA
383
Tri-Star Advisors
Texas
$41.2M -$2.19M -5,663 -5%
VWA
384
Visionary Wealth Advisors
Illinois
$41.1M -$1.18M -3,067 -3%
AGA
385
Accuvest Global Advisors
Utah
$41M +$40.3M +104,403 +4,487%
DSA
386
Droms Strauss Advisors
Missouri
$40.9M -$1.14M -2,947 -3%
IWM
387
Integris Wealth Management
California
$40.8M +$40.9M +106,084 New
RCA
388
Resonant Capital Advisors
Wisconsin
$40.7M +$984K +2,549 +2%
ST
389
Smithfield Trust
Pennsylvania
$40.6M +$2.64M +6,848 +7%
WDL
390
Well Done LLC
Michigan
$40.4M +$952K +2,468 +2%
FA
391
Fiducient Advisors
Illinois
$40.3M -$3.63M -9,411 -8%
SBL
392
Sargent Bickham Lagudis
Colorado
$40.1M -$5.42M -14,043 -12%
BOS
393
Bank of Stockton
California
$40.1M +$536K +1,388 +1%
TWA
394
TPB Wealth Advisors
Texas
$40.1M -$19M -49,108 -32%
WA
395
Wealth Alliance
New York
$40M +$709K +1,836 +2%
AIP
396
Ameritas Investment Partners
Nebraska
$39.9M +$254K +657 +0.6%
AL
397
Aspiriant LLC
California
$39.8M -$194K -503 -0.5%
CB
398
Community Bank
New York
$39.8M -$329K -853 -0.8%
JF
399
JSF Financial
California
$39.8M -$5.71M -14,790 -12%
BHWM
400
Bar Harbor Wealth Management
New Hampshire
$39.6M -$703K -1,821 -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.