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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
CFP
576
Cypress Financial Planning
New Jersey
$22.8M +$248K +642 +1%
MM
577
Meridian Management
Arkansas
$22.8M +$104K +270 +0.5%
ES
578
ETF Store
Kansas
$22.7M +$653K +1,693 +3%
SSWM
579
Sheets Smith Wealth Management
North Carolina
$22.6M +$290K +752 +1%
TC
580
Trilogy Capital
California
$22.6M +$1.36M +3,517 +6%
SIAM
581
Sterling Investment Advisors (Missouri)
Missouri
$22.5M +$103K +267 +0.5%
GIA
582
Gladstone Institutional Advisory
Florida
$22.5M +$500K +1,295 +2%
GRP
583
Global Retirement Partners
California
$22.4M +$1.43M +3,705 +7%
FCA
584
FinTrust Capital Advisors
South Carolina
$22.4M +$535K +1,386 +2%
ACP
585
Aveo Capital Partners
Colorado
$22.3M -$865K -2,241 -4%
BFP
586
Beacon Financial Planning
Massachusetts
$22.2M +$22.3M +57,891 New
FFA
587
Fi3 Financial Advisors
Indiana
$22.2M +$4.94M +12,792 +28%
DCM
588
Disciplina Capital Management
Tennessee
$22.2M -$54K -140 -0.2%
CA
589
Clearstead Advisors
Ohio
$22.1M +$1.33M +3,441 +6%
LNB
590
Ledyard National Bank
$22M +$1.25M +3,233 +6%
IC
591
IEQ Capital
California
$21.9M +$1.77M +4,575 +9%
KWS
592
Keystone Wealth Services
California
$21.9M -$66.8K -173 -0.3%
BFS
593
Bard Financial Services
Connecticut
$21.7M
TC
594
TownSquare Capital
Utah
$21.7M +$107K +277 +0.5%
HWMA
595
Heritage Wealth Management (Arizona)
Arizona
$21.6M +$11.6M +30,115 +116%
GCA
596
Gradient Capital Advisors
California
$21.5M +$588K +1,524 +3%
IFPG
597
Intrepid Financial Planning Group
Indiana
$21.5M -$494K -1,280 -2%
KWM
598
Keebeck Wealth Management
Illinois
$21.5M +$4.68M +12,132 +28%
LSERS
599
Louisiana State Employees Retirement System
Louisiana
$21.5M +$1.23M +3,200 +6%
RFO
600
RiverGlades Family Offices
Florida
$21.4M +$21.5M +55,712 New

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.