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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
CA
726
CoreCap Advisors
Michigan
$14.9M +$423K +1,097 +3%
FNT
727
First National Trust
Pennsylvania
$14.9M +$230K +596 +2%
MFC
728
Morris Financial Concepts
South Carolina
$14.8M -$579K -1,500 -4%
OCM
729
One Capital Management
California
$14.8M +$2.29M +5,938 +18%
MPWT
730
MassMutual Private Wealth & Trust
Connecticut
$14.7M +$4.48M +11,596 +43%
VWA
731
VERITY Wealth Advisors
United States
$14.7M -$44K -114 -0.3%
BJL
732
Brighton Jones LLC
Washington
$14.7M +$391K +1,014 +3%
VCP
733
Verus Capital Partners
Arizona
$14.5M +$869K +2,253 +6%
SBLIC
734
Security Benefit Life Insurance Company
Kansas
$14.5M
SAG
735
SageView Advisory Group
California
$14.5M +$14.5M +37,675 New
PAMG
736
Patton Albertson Miller Group
Tennessee
$14.4M +$13.2M +34,333 +1,136%
CAG
737
Csenge Advisory Group
Florida
$14.3M -$468K -1,213 -3%
SS
738
Sunbelt Securities
Texas
$14.2M +$296K +768 +2%
SGCA
739
Steel Grove Capital Advisors
Tennessee
$14.1M +$10.5M +27,105 +279%
ACM
740
Advisors Capital Management
New Jersey
$14.1M +$1.3M +3,369 +10%
HSWM
741
Hubbell Strickland Wealth Management
Louisiana
$14.1M +$143K +371 +1%
CAC
742
Certified Advisory Corp
Florida
$14M +$238K +616 +2%
BRM
743
Boston Research & Management
Massachusetts
$14M +$1.71M +4,433 +14%
CL
744
Choreo LLC
Illinois
$14M +$247K +639 +2%
EWM
745
EPG Wealth Management
Georgia
$13.9M -$340K -882 -2%
DJYG
746
David J. Yvars Group
Florida
$13.8M +$421K +1,090 +3%
CGFA
747
Colton Groome Financial Advisors
North Carolina
$13.8M +$772K +2,001 +6%
1832 Asset Management
748
1832 Asset Management
Ontario, Canada
$13.8M +$2.75M +7,132 +25%
LA
749
Lynch & Associates
Indiana
$13.8M +$64.8K +168 +0.5%
FA
750
Fountainhead AM
New Jersey
$13.7M +$1.2M +3,098 +10%

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.