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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
CAWM
676
Capital Advisors Wealth Management
Washington
$17.5M +$1.42M +3,672 +9%
WCM
677
WealthBridge Capital Management
Ohio
$17.5M -$656K -1,701 -4%
MNBTD
678
Moody National Bank Trust Division
Texas
$17.4M -$155K -401 -0.9%
PFGIA
679
Patriot Financial Group Insurance Agency
Massachusetts
$17.2M +$782K +2,027 +5%
Janus Henderson Group
680
Janus Henderson Group
United Kingdom
$17.2M +$17M +44,081 +6,407%
AGC
681
Aspen Grove Capital
Colorado
$17M +$17.1M +44,363 New
CIBC Asset Management
682
CIBC Asset Management
Ontario, Canada
$17M
CAAM
683
Cornerstone Advisors Asset Management
Pennsylvania
$16.9M -$262K -678 -2%
BWA
684
Boulder Wealth Advisors
Colorado
$16.8M +$16.9M +43,785 New
LIA
685
Luken Investment Analytics
Tennessee
$16.7M +$16.8M +43,536 New
FFBTD
686
First Financial Bank - Trust Division
Ohio
$16.7M -$568K -1,473 -3%
FCI
687
Financial Counselors Inc
Kansas
$16.7M +$1.73M +4,493 +12%
NCM
688
Next Capital Management
New York
$16.7M +$554K +1,436 +3%
IIC
689
Integrated Investment Consultants
Michigan
$16.7M +$5.02K +13 +0%
FFA
690
Farther Finance Advisors
California
$16.7M +$16.7M +43,368 New
TAM
691
TCP Asset Management
Ohio
$16.6M +$16.6M +43,139 New
D
692
Diversified
Delaware
$16.5M +$4.25M +11,000 +34%
PWMG
693
Provence Wealth Management Group
California
$16.4M -$417K -1,081 -2%
SIA
694
Soltis Investment Advisors
Utah
$16.4M +$186K +483 +1%
JFG
695
JMG Financial Group
Illinois
$16.4M +$34.7K +90 +0.2%
ICG
696
InterOcean Capital Group
Tennessee
$16.3M +$7.52M +19,479 +85%
PPWM
697
PFG Private Wealth Management
Florida
$16.2M +$785K +2,034 +5%
PFA
698
Pinnacle Family Advisors
Missouri
$16.2M +$10.1M +26,188 +164%
PGA
699
Portland Global Advisors
Maine
$16.1M +$729K +1,890 +5%
BHIA
700
Birch Hill Investment Advisors
Massachusetts
$16.1M +$66.4K +172 +0.4%

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.