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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
Asset Management One
26
Asset Management One
Japan
$1.21B -$3.23M -8,360 -0.3%
UBS Group
27
UBS Group
Switzerland
$1.16B -$20.8M -53,828 -2%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$1.11B -$35M -90,813 -3%
KeyBank National Association
29
KeyBank National Association
Ohio
$1.1B -$48M -124,451 -4%
MERSOM
30
Municipal Employees' Retirement System of Michigan
Michigan
$950M -$46.2M -119,725 -5%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$889M +$46.1M +119,387 +5%
National Pension Service
32
National Pension Service
South Korea
$886M
RJFSA
33
Raymond James Financial Services Advisors
Florida
$874M -$10.6M -27,461 -1%
Prudential Financial
34
Prudential Financial
New Jersey
$838M +$138M +358,181 +20%
PFO
35
Pathstone Family Office
New Jersey
$822M -$48.6M -125,858 -6%
BA
36
Bridgewater Associates
Connecticut
$793M +$118M +305,962 +17%
CPCM
37
Cornerstone Partners Capital Management
Virginia
$767M -$27.1M -70,158 -3%
PAS
38
Park Avenue Securities
New York
$753M +$13.2M +34,118 +2%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$750M +$31.2M +80,862 +4%
CS
40
Credit Suisse
Switzerland
$739M -$8.06M -20,890 -1%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$734M +$65.6M +169,938 +9%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$730M +$9.08M +23,517 +1%
HighTower Advisors
43
HighTower Advisors
Illinois
$713M +$30.9M +80,073 +5%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$703M +$107M +277,391 +18%
MML Investors Services
45
MML Investors Services
Massachusetts
$685M +$10.2M +26,434 +2%
GT
46
Greenleaf Trust
Michigan
$668M +$13.2M +34,243 +2%
WANY
47
Wealthspire Advisors (New York)
New York
$662M +$41.5M +107,443 +7%
FHB
48
First Hawaiian Bank
Hawaii
$657M -$8.55M -22,155 -1%
JSTA
49
Japan Science & Technology Agency
Japan
$652M +$655M +1,696,761 New
NB
50
Norinchukin Bank
Japan
$633M

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.