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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
KPWG
401
KFA Private Wealth Group
Virginia
$39.5M -$3.31M -8,577 -8%
SL
402
SWMG LLC
Texas
$39.4M +$2.52M +6,531 +7%
EC
403
EdgeRock Capital
Colorado
$39.4M +$39.6M +102,512 New
BOCM
404
Bontempo Ohly Capital Management
Maryland
$39.3M +$86.1K +223 +0.2%
HFS
405
Hantz Financial Services
Michigan
$39.3M +$15M +38,973 +62%
OFG
406
Oxford Financial Group
Indiana
$39.2M +$6.98M +18,092 +22%
EW
407
Enzi Wealth
Texas
$39.2M +$306K +794 +0.8%
RA
408
RFG Advisory
Alabama
$39.1M -$14.3M -37,116 -28%
CG
409
Colony Group
Massachusetts
$39M +$2.64M +6,843 +7%
KFP
410
KMG Fiduciary Partners
Ohio
$38.8M +$3.16M +8,194 +9%
HNB
411
Huntington National Bank
Ohio
$38.4M
WI
412
Wintrust Investments
Illinois
$38.3M -$422K -1,093 -1%
CT
413
Cambridge Trust
Massachusetts
$38.2M +$8.37M +21,698 +28%
CPSAC
414
Chas P. Smith & Associates (CPS)
Florida
$38.1M +$65.6K +170 +0.2%
BG
415
Benedetti & Gucer
Georgia
$38M -$152K -394 -0.4%
P3I
416
Progeny 3 Inc
Washington
$37.8M -$22.6M -58,480 -37%
DE
417
Day & Ennis
Georgia
$37.7M +$92.2K +239 +0.2%
MG
418
Mather Group
Illinois
$37.6M -$309K -801 -0.8%
MWM
419
MBE Wealth Management
Wisconsin
$37.3M -$499K -1,292 -1%
CPO
420
Cerity Partners OCIO
New York
$37.3M +$2.96M +7,677 +9%
LPAM
421
Lodestar Private Asset Management
California
$37.2M +$37.3M +96,782 New
CPW
422
Crestmont Private Wealth
Texas
$37.2M +$170K +441 +0.5%
Arrowstreet Capital
423
Arrowstreet Capital
Massachusetts
$36.8M -$22.6M -58,636 -38%
CGA
424
Crescent Grove Advisors
Illinois
$36.7M +$6.69M +17,347 +22%
TPSF
425
Texas Permanent School Fund
Texas
$36.6M +$23.7M +61,352 +181%

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.