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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
LCOV
426
London Company of Virginia
Virginia
$36.6M +$4.76M +12,344 +15%
FWA
427
FOCUS Wealth Advisors
Texas
$36.6M -$789K -2,044 -2%
OAP
428
One Advisory Partners
Kansas
$36.2M -$289K -749 -0.8%
MWA
429
Meridian Wealth Advisors
Texas
$36.2M +$3.1M +8,030 +9%
HCA
430
Heck Capital Advisors
Wisconsin
$36.2M +$1.68M +4,351 +5%
MWM
431
Mascoma Wealth Management
New Hampshire
$36M +$3.7M +9,598 +11%
SFA
432
Sequoia Financial Advisors
Ohio
$35.8M +$9.32M +24,160 +35%
TCM
433
TD Capital Management
Tennessee
$35.5M +$183K +473 +0.5%
I
434
INVST
Indiana
$35.3M -$19.7M -51,034 -37%
SMC
435
Smith, Moore & Co
Missouri
$35.2M -$546K -1,414 -2%
SCA
436
Snowden Capital Advisors
New York
$35M +$296K +766 +0.8%
HCMT
437
Highland Capital Management (Tennessee)
Tennessee
$35M +$115K +299 +0.3%
SPIA
438
Strategic Point Investment Advisors
Rhode Island
$34.8M +$812K +2,104 +2%
EIA
439
Eldridge Investment Advisors
New Hampshire
$34.7M -$4.46M -11,563 -11%
AWM
440
Avior Wealth Management
Nebraska
$34.7M +$808K +2,095 +2%
SAM
441
Standpoint Asset Management
Arizona
$34.6M +$34.7M +90,000 New
CWP
442
Corepath Wealth Partners
Arizona
$34.5M +$1.64M +4,258 +5%
KA
443
Kooman & Associates
Pennsylvania
$34.3M +$34.5M +89,270 New
FBB
444
Fulton Breakefield Broenniman
Maryland
$34.1M +$874K +2,264 +3%
PP
445
PDS Planning
Ohio
$33.8M +$758K +1,965 +2%
TAMH
446
Taikang Asset Management (HK)
Hong Kong
$33.8M +$4.35M +11,270 New
UWPG
447
Ullmann Wealth Partners Group
Florida
$33.7M +$1.72M +4,454 +5%
LNC
448
Lincoln National Corp
Pennsylvania
$33.6M -$3.16M -8,178 -9%
SAM
449
Secure Asset Management
Michigan
$33.6M +$526K +1,362 +2%
IWMA
450
Ironwood Wealth Management (Arizona)
Arizona
$33.5M -$332K -860 -1%

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.