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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
PPW
651
PACK Private Wealth
Minnesota
$18.7M -$10K -26 -0.1%
DCM
652
Dimension Capital Management
Florida
$18.6M -$179K -463 -0.9%
HAS
653
Holland Advisory Services
Florida
$18.6M +$8.2M +21,249 +78%
CFGF
654
Compass Financial Group (Florida)
Florida
$18.5M -$502K -1,300 -3%
AFP
655
Alpha Financial Partners
Kentucky
$18.5M +$18.6M +48,210 New
RCAG
656
Rehmann Capital Advisory Group
Michigan
$18.5M +$1.21M +3,131 +7%
SC
657
SouthState Corp
Florida
$18.5M +$187K +484 +1%
PCG
658
Prosperity Consulting Group
Maryland
$18.4M +$922K +2,388 +5%
LWA
659
LWS Wealth Advisors
New Jersey
$18.3M -$1.18M -3,059 -6%
RWA
660
River Wealth Advisors
Pennsylvania
$18.2M -$371K -962 -2%
CWA
661
Consilio Wealth Advisors
Washington
$18.2M +$917K +2,377 +5%
WPW
662
Watershed Private Wealth
Illinois
$18.2M +$18.3M +47,324 New
SAM
663
Silverhawk Asset Management
Arizona
$18.2M +$915K +2,372 +5%
MWM
664
Modera Wealth Management
New Jersey
$18.1M +$2.28M +5,915 +14%
IFA
665
Interactive Financial Advisors
Illinois
$18.1M +$369K +957 +2%
SC
666
Sierra Capital
Florida
$18M +$781K +2,024 +5%
CPIG
667
Chicago Partners Investment Group
Illinois
$17.9M +$1.43M +3,701 +9%
SC
668
Scotia Capital
Ontario, Canada
$17.9M +$1.26M +3,254 +8%
AFG
669
Arkansas Financial Group
Arkansas
$17.8M +$538K +1,393 +3%
VA
670
Valmark Advisers
Ohio
$17.8M +$3.11M +8,069 +21%
DIM
671
Delta Investment Management
California
$17.7M +$6.76M +17,505 +61%
GSWM
672
Greenup Street Wealth Management
Michigan
$17.7M +$421K +1,092 +2%
CW
673
CreativeOne Wealth
Kansas
$17.7M +$6.85M +17,739 +63%
DT
674
Diversified Trust
Tennessee
$17.6M +$7.17M +18,578 +68%
RA
675
Riverstone Advisors
Texas
$17.5M -$3.31M -8,566 -16%

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.