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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
S
551
SignatureFD
Georgia
$23.9M -$2.91M -7,544 -11%
VFP
552
Verus Financial Partners
Virginia
$23.9M -$102K -265 -0.5%
WAP
553
Wealthcare Advisory Partners
Pennsylvania
$23.9M +$844K +2,188 +4%
Korea Investment Corp
554
Korea Investment Corp
South Korea
$23.8M -$56.2M -145,543 -70%
PWM
555
Perigon Wealth Management
California
$23.8M +$15M +38,817 +167%
CA
556
Cornerstone Advisors
North Carolina
$23.8M
HF
557
Halpern Financial
Virginia
$23.7M +$201K +522 +0.9%
ATC
558
Argent Trust Co
Tennessee
$23.7M -$1.09M -2,831 -4%
BWIA
559
Bryant Woods Investment Advisors
New York
$23.6M +$1.61M +4,184 +7%
TFS
560
TrustCore Financial Services
Tennessee
$23.6M -$359K -930 -1%
BIAS
561
Beacon Investment Advisory Services
New Jersey
$23.6M -$170K -441 -0.7%
CFO
562
Custos Family Office
Texas
$23.5M -$3.68M -9,536 -13%
CTA
563
Colonial Trust Advisors
South Carolina
$23.4M +$166K +429 +0.7%
DZ Bank
564
DZ Bank
Germany
$23.3M +$701K +1,817 +3%
RCM
565
Rain Capital Management
Oregon
$23.3M -$602K -1,559 -3%
BHWM
566
Bay Harbor Wealth Management
Maryland
$23.3M +$518K +1,343 +2%
JWA
567
JFS Wealth Advisors
Pennsylvania
$23.3M +$1.8M +4,665 +8%
OGF
568
Orin Green Financial
California
$23.2M +$1.28M +3,322 +6%
BFEC
569
Benjamin F. Edwards & Company
Missouri
$23.1M +$6.73M +17,434 +41%
LL
570
LWMG LLC
Minnesota
$23.1M +$23.2M +60,234 New
AWM
571
Avondale Wealth Management
Texas
$23.1M +$1.68M +4,365 +8%
GWM
572
GDS Wealth Management
Texas
$23.1M -$15.6M -40,317 -40%
IWM
573
IHT Wealth Management
Illinois
$23M -$408K -1,056 -2%
RPC
574
Rossmore Private Capital
Connecticut
$23M -$661K -1,713 -3%
GCA
575
Greenwood Capital Associates
South Carolina
$22.8M -$415K -1,075 -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.