We are live on ! Find out more
IVV icon

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
FNWM
901
Financial Network Wealth Management
Utah
$9.45M +$14.7K +38 +0.2%
BMM
902
Buffington Mohr McNeal
Idaho
$9.44M +$1.17M +3,025 +14%
OCM
903
Orion Capital Management
California
$9.35M +$739K +1,914 +9%
AC
904
Avestar Capital
New York
$9.35M +$9.39M +24,325 New
MWA
905
Motive Wealth Advisors
Michigan
$9.34M -$237K -615 -2%
PCA
906
Peddock Capital Advisors
Massachusetts
$9.3M +$123K +318 +1%
T. Rowe Price Associates
907
T. Rowe Price Associates
Maryland
$9.27M +$6.95K +18 +0.1%
KDA
908
Kraft Davis & Associates
Missouri
$9.27M +$8.67M +22,463 New
NGA
909
Naples Global Advisors
Florida
$9.26M -$9.66M -25,019 -51%
CC
910
Copperleaf Capital
North Carolina
$9.24M +$512K +1,326 +6%
EP
911
Edgestream Partners
New Jersey
$9.24M +$8.79M +22,768 +1,787%
FPFS
912
First Personal Financial Services
North Carolina
$9.23M -$547K -1,418 -6%
GFS
913
GYL Financial Synergies
Connecticut
$9.18M +$1.11M +2,888 +14%
CWM
914
Castle Wealth Management
Florida
$9.17M +$236K +612 +3%
FC
915
Fusion Capital
South Carolina
$9.14M +$15.1K +39 +0.2%
MAM
916
Madison Asset Management
Wisconsin
$9.13M -$165K -428 -2%
CTC
917
Central Trust Company
Missouri
$9.07M +$1.39M +3,589 +18%
JSL
918
JT Stratford LLC
Georgia
$9.06M +$1.04M +2,685 +13%
WWM
919
Wiser Wealth Management
Georgia
$9.05M +$2.02M +5,233 +29%
WIA
920
World Investment Advisors
California
$9.04M +$31.6K +82 +0.3%
WB
921
Webster Bank
Connecticut
$9.04M -$15.4K -40 -0.2%
SCP
922
Silverleafe Capital Partners
Tennessee
$8.97M -$300K -777 -3%
WB
923
WesBanco Bank
West Virginia
$8.93M +$653K +1,693 +8%
FWM
924
FFT Wealth Management
Pennsylvania
$8.9M +$4.04M +10,474 +83%
TCA
925
Trifecta Capital Advisors
Illinois
$8.89M +$8.93M +23,132 New

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.