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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
PBO
801
Peoples Bank (Ohio)
Ohio
$12M -$749K -1,940 -6%
CFO
802
CVA Family Office
Colorado
$12M -$183K -474 -1%
FFS
803
Founders Financial Securities
Maryland
$11.9M +$2.23M +5,788 +23%
FA
804
Fermata Advisors
California
$11.9M -$6.51M -16,860 -35%
SCA
805
Southern Capital Advisors
Tennessee
$11.8M +$275K +712 +2%
CWC
806
Carolinas Wealth Consulting
North Carolina
$11.8M +$282K +730 +2%
IWMWV
807
Ironwood Wealth Management (West Virginia)
West Virginia
$11.8M +$94.9K +246 +0.8%
AL
808
ADE LLC
Maryland
$11.8M -$52.5K -136 -0.4%
PWMAG
809
Pinnacle Wealth Management Advisory Group
New Jersey
$11.8M +$527K +1,365 +5%
SSW
810
Smith Shellnut Wilson
Mississippi
$11.7M -$34K -88 -0.3%
PIMG
811
Patriot Investment Management Group
Tennessee
$11.7M +$2.04M +5,279 +23%
JHCP
812
Jackson Hole Capital Partners
Oklahoma
$11.7M -$1.45M -3,761 -11%
BFM
813
Broadview Financial Management
Wisconsin
$11.7M -$481K -1,246 -4%
HCM
814
Highview Capital Management
Illinois
$11.6M +$736K +1,908 +7%
AMG
815
Asset Management Group
Connecticut
$11.6M +$347K +899 +3%
WIM
816
WealthPlan Investment Management
Nebraska
$11.6M +$226K +585 +2%
SFFS
817
Stonehage Fleming Financial Services
Jersey
$11.6M +$2.5M +6,483 +27%
WP
818
WealthPLAN Partners
Nebraska
$11.6M +$10.8M +28,014 New
PGFC
819
Peapack-Gladstone Financial Corp
New Jersey
$11.6M -$461K -1,194 -4%
DC
820
DeDora Capital
California
$11.6M -$370K -959 -3%
DWM
821
Darwin Wealth Management
Florida
$11.5M +$2.54M +6,584 +30%
IDBONY
822
Israel Discount Bank of New York
New York
$11.5M -$670K -1,737 -5%
KWM
823
Kingsview Wealth Management
Oregon
$11.4M +$444K +1,151 +4%
CBFP
824
Cedar Brook Financial Partners
Ohio
$11.4M -$23.9K -62 -0.2%
CIP
825
Capital Insight Partners
Arizona
$11.4M +$519K +1,345 +5%

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.