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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
B
51
Barings
North Carolina
$624M -$40.1M -103,919 -6%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$618M -$74M -191,807 -11%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$607M +$599M +1,552,015 +5,465%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$605M -$6.27M -16,252 -1%
UCFA
55
United Capital Financial Advisors
Texas
$586M +$4.29M +11,115 +0.7%
AA
56
Alesco Advisors
New York
$550M -$24.5M -63,375 -4%
FT
57
Fiduciary Trust
Massachusetts
$549M +$4.12M +10,675 +0.8%
AAS
58
Avantax Advisory Services
Texas
$543M -$119M -308,030 -18%
RJA
59
Raymond James & Associates
Florida
$527M +$16.2M +42,034 +3%
NAM
60
Nissay Asset Management
Japan
$519M +$140M +362,332 +37%
V
61
Veritable
Delaware
$513M +$10.3M +26,731 +2%
CAM
62
Cresset Asset Management
Illinois
$499M -$48.3M -125,276 -7%
AG
63
AIA Group
Hong Kong
$494M +$9.44M +24,457 +2%
M&T Bank
64
M&T Bank
New York
$494M -$32.7M -84,642 -6%
JIC
65
Johnson Investment Counsel
Ohio
$489M -$1.92M -4,969 -0.4%
RFC
66
Regions Financial Corp
Alabama
$488M -$7.09M -18,384 -1%
Brown Advisory
67
Brown Advisory
Maryland
$486M +$152M +394,750 +45%
BOF
68
Bank of Finland
Finland
$485M +$2.13M +5,530 +0.4%
NMIMC
69
Northwestern Mutual Investment Management Company
Wisconsin
$477M +$283M +733,400 +144%
BC
70
Bricktown Capital
Michigan
$474M +$476M +1,233,301 New
MCM
71
MAI Capital Management
Ohio
$466M +$38.5M +99,818 +9%
AHSSHC
72
Adventist Health System Sunbelt Healthcare Corp
Florida
$458M -$1.62M -4,204 -0.4%
SAM
73
Simplify Asset Management
Nevada
$452M -$131M -338,512 -22%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$424M +$5M +12,958 +1%
IMCOOI
75
Investment Management Corp of Ontario (IMCO)
Canada
$413M +$323M +836,052 +351%

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.