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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
PCA
826
Providence Capital Advisors
North Carolina
$11.4M +$790K +2,048 +7%
DPI
827
Diversified Portfolios Inc
Michigan
$11.3M +$9.14M +23,683 +419%
WHG
828
Westwood Holdings Group
Texas
$11.2M -$1.19M -3,084 -10%
FPCP
829
Fort Point Capital Partners
California
$11.2M +$130K +338 +1%
OWA
830
One Wealth Advisors
California
$11.2M +$757K +1,962 +7%
RF
831
Resolute Financial
Massachusetts
$11.2M -$112K -291 -1%
AWM
832
Avaii Wealth Management
Wisconsin
$11.1M -$72.6K -188 -0.6%
AM
833
AGF Management
Ontario, Canada
$11.1M +$11.2M +28,894 New
DI
834
DAGCO Inc
Ohio
$11.1M +$1.72M +4,448 +18%
WG
835
Welch Group
Alabama
$11M +$11.1M +28,660 New
PPG
836
Peak Planning Group
Colorado
$11M -$3.41M -8,834 -24%
WQ
837
Wealth Quarterback
New Jersey
$10.9M +$4.39M +11,386 +67%
PGWM
838
Parisi Gray Wealth Management
New Jersey
$10.9M +$5.17M +13,399 +90%
ATPW
839
Ashton Thomas Private Wealth
Arizona
$10.9M +$1.17M +3,030 +12%
WFA
840
Wellspring Financial Advisors
Ohio
$10.8M -$904K -2,343 -8%
BCM
841
BTC Capital Management
Iowa
$10.8M -$50.6K -131 -0.5%
HI
842
Horizon Investments
North Carolina
$10.8M +$2.43M +6,297 +29%
IAIM
843
International Assets Investment Management
Florida
$10.8M +$681K +1,764 +7%
TCA
844
Transcend Capital Advisors
New Jersey
$10.8M +$266K +690 +3%
CTA
845
Chesley Taft & Associates
Illinois
$10.8M +$349K +904 +3%
GAM
846
Gould Asset Management
California
$10.7M -$531K -1,377 -5%
CWM
847
Congress Wealth Management
Massachusetts
$10.7M -$8.15M -21,122 -43%
USCWA
848
U.S. Capital Wealth Advisors
Texas
$10.7M +$473K +1,226 +5%
LAS
849
Lloyd Advisory Services
Georgia
$10.7M +$215K +557 +2%
FC
850
Fulcrum Capital
Washington
$10.7M +$240K +622 +2%

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.