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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
HWA
701
Hilltop Wealth Advisors
North Carolina
$16M +$15.8M +41,059 +5,977%
WDG
702
Wealth Dimensions Group
Ohio
$16M +$4.45M +11,528 +38%
SWMG
703
Sanchez Wealth Management Group
Florida
$15.9M +$1.54K +4 +0%
BFG
704
Bleakley Financial Group
New Jersey
$15.8M +$15.9M +41,244 New
TA
705
Tiedemann Advisors
New York
$15.8M +$795K +2,060 +5%
SF
706
Synovus Financial
Georgia
$15.8M -$454K -1,176 -3%
HR
707
Howe & Rusling
New York
$15.8M -$33.6K -87 -0.2%
KPWS
708
Kestra Private Wealth Services
Texas
$15.8M -$3M -7,774 -16%
RWMH
709
Riverpoint Wealth Management Holdings
Illinois
$15.8M -$44.8K -116 -0.3%
WSFS
710
Wilmington Savings Fund Society
Delaware
$15.7M +$1.15M +2,973 +8%
NVCHI
711
New Vernon Capital Holdings II
New Jersey
$15.7M -$1.04M -2,693 -6%
SMG
712
Smart Money Group
Texas
$15.6M -$1.3M -3,358 -8%
CAG
713
Crestwood Advisors Group
Massachusetts
$15.5M +$5.03M +13,024 +48%
EWM
714
Evermay Wealth Management
Virginia
$15.5M +$240K +621 +2%
SF
715
Summit Financial
New Jersey
$15.4M -$168K -436 -1%
MWP
716
Moller Wealth Partners
$15.4M +$748K +1,938 +5%
CWG
717
Cornerstone Wealth Group
North Carolina
$15.4M -$8.8M -22,792 -36%
LA
718
Legacy Advisors
Pennsylvania
$15.3M +$13.6M +35,325 +777%
TWM
719
Trevian Wealth Management
Massachusetts
$15.2M -$3.25M -8,429 -18%
BWP
720
Bernardo Wealth Planning
Pennsylvania
$15.1M +$91.8K +238 +0.6%
WEG
721
World Equity Group
Illinois
$15M -$7.04M -18,241 -32%
VC
722
Vestor Capital
Illinois
$15M -$154K -400 -1%
HI
723
Human Investing
Oregon
$15M -$549K -1,422 -4%
FAM
724
Frontier Asset Management
Wyoming
$15M +$2.87M +7,435 +24%
HC
725
Hoese & Co
Minnesota
$15M +$79.9K +207 +0.6%

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.