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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
BWFA
751
Baltimore-Washington Financial Advisors
Maryland
$13.7M +$1.09M +2,830 +9%
HR
752
Hardy Reed
Mississippi
$13.7M -$58.7K -152 -0.4%
NB
753
Northwest Bancshares
Pennsylvania
$13.7M -$301K -780 -2%
KFA
754
Kapstone Financial Advisors
Ohio
$13.6M +$12.5M +32,495 New
OBWG
755
Onyx Bridge Wealth Group
New York
$13.6M -$1.1M -2,844 -8%
SS
756
Simplicity Solutions
Minnesota
$13.6M -$3.64M -9,441 -21%
SP
757
SWS Partners
Ohio
$13.6M +$178K +460 +1%
CC
758
Cadinha & Co
Hawaii
$13.6M +$100K +259 +0.7%
RIA
759
Richwood Investment Advisors
Ohio
$13.5M -$533K -1,382 -4%
BPCE
760
Bank Pictet & Cie (Europe)
Germany
$13.5M
IC
761
Iconiq Capital
California
$13.5M -$1.75M -4,545 -11%
SFG
762
Snider Financial Group
Washington
$13.4M -$119K -309 -0.9%
GG
763
GenWealth Group
New Jersey
$13.3M +$13.1M +33,897 +4,035%
WJA
764
Willis Johnson & Associates
Texas
$13.3M -$2.31M -5,989 -15%
PHAM
765
Palisades Hudson Asset Management
Florida
$13.3M -$61K -158 -0.5%
IA
766
IFS Advisors
Kansas
$13.2M -$116K -301 -0.9%
C
767
Certuity
Florida
$13.1M +$308K +799 +2%
EFM
768
Eley Financial Management
Vermont
$13.1M +$13.1M +34,063 New
MMRF
769
Michelson Medical Research Foundation
California
$12.9M +$13M +33,699 New
ST
770
Sageworth Trust
Pennsylvania
$12.9M +$896K +2,321 +7%
AWM
771
Abound Wealth Management
Tennessee
$12.9M +$292K +756 +2%
NRW
772
Nova R Wealth
Kansas
$12.9M +$2.15M +5,565 +20%
WWM
773
Western Wealth Management
Colorado
$12.9M -$14.9M -38,485 -53%
MFG
774
Monumental Financial Group
Maryland
$12.9M -$6.45M -16,707 -33%
SFA
775
Source Financial Advisors
New York
$12.8M +$78.3K +203 +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.