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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
BFA
501
Beaumont Financial Advisors
Massachusetts
$28.3M -$1.3M -3,359 -4%
CST
502
Charles Schwab Trust
Nevada
$28.3M -$1.58M -4,095 -5%
FFN
503
Focus Financial Network
Minnesota
$28.1M +$1.5M +3,897 +6%
BWA
504
BDO Wealth Advisors
Florida
$28M -$692K -1,793 -2%
FWM
505
Fairhaven Wealth Management
Illinois
$27.9M +$185K +479 +0.7%
AAG
506
Armstrong Advisory Group
Massachusetts
$27.9M +$28M +72,571 New
TPCW
507
TD Private Client Wealth
New York
$27.7M +$16.8M +43,539 +152%
BFA
508
BMS Financial Advisors
South Dakota
$27.6M -$13.1M -33,855 -37%
RFP
509
Roth Financial Partners
Texas
$27.2M +$652K +1,689 +2%
ICMARC
510
International City Management Association Retirement Corp
District of Columbia
$27M +$27.1M +70,346 New
CFP
511
Catalyst Financial Partners
Massachusetts
$27M +$27.1M +70,153 New
SIA
512
Sovereign Investment Advisors
Arizona
$26.9M +$260K +675 +1%
CWS
513
Cypress Wealth Services
California
$26.8M -$497K -1,287 -2%
SIG
514
Stonegate Investment Group
Alabama
$26.8M +$11.7M +30,445 +78%
TA
515
Tectonic Advisors
Texas
$26.7M +$1.31M +3,400 +5%
EWA
516
Exencial Wealth Advisors
Oklahoma
$26.7M +$7.32M +18,970 +38%
HI
517
Hudock Inc
Pennsylvania
$26.7M +$44.4K +115 +0.2%
AAMA
518
Advanced Asset Management Advisors
Ohio
$26.6M +$4.63K +12 +0%
TF
519
Trek Financial
Arizona
$26.5M +$2.15M +5,559 +9%
HSA
520
HBK Sorce Advisory
Pennsylvania
$26.3M +$17.8M +46,102 +205%
PI
521
Parkside Investments
Illinois
$26.3M +$2.45M +6,352 +10%
AWM
522
AAF Wealth Management
Massachusetts
$26.2M -$743K -1,925 -3%
EWA
523
EP Wealth Advisors
California
$26.2M -$1.11M -2,870 -4%
TWC
524
TD Waterhouse Canada
Ontario, Canada
$26.1M -$1.7M -4,409 -6%
1WM
525
1900 Wealth Management
Texas
$26.1M +$4.87M +12,625 +23%

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.