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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
MWM
926
McNaughton Wealth Management
California
$8.89M +$356K +923 +4%
CCG
927
Cypress Capital Group
Florida
$8.88M -$37.4K -97 -0.4%
SFP
928
Shepherd Financial Partners
Massachusetts
$8.87M +$39.7K +103 +0.4%
AWMG
929
Alliance Wealth Management Group
New Jersey
$8.86M +$513K +1,330 +6%
RWM
930
Ritholtz Wealth Management
New York
$8.83M +$477K +1,235 +6%
KWA
931
KCS Wealth Advisory
California
$8.79M +$347K +899 +4%
HIA
932
Harbor Investment Advisory
Maryland
$8.75M -$184K -477 -2%
LA
933
Latitude Advisors
Florida
$8.74M -$2.92M -7,560 -25%
PNC
934
Park National Corp
Ohio
$8.67M -$3.47K -9 -0%
NSIM
935
North Star Investment Management
Illinois
$8.62M +$113K +292 +1%
MCC
936
Money Concepts Capital
Florida
$8.58M +$4.48M +11,606 +108%
DWM
937
Defined Wealth Management
Oregon
$8.56M +$658K +1,705 +8%
BIA
938
Bigelow Investment Advisors
Maine
$8.49M +$205K +530 +2%
Parallax Volatility Advisers
939
Parallax Volatility Advisers
California
$8.48M -$8.28M -21,468 -49%
AFG
940
AFS Financial Group
Maryland
$8.45M +$8.49M +21,989 New
ZB
941
Zions Bancorporation
Utah
$8.45M +$6.82M +17,662 +409%
EAM
942
Erste Asset Management
Austria
$8.44M -$9.62M -24,930 -53%
PWM
943
Praetorian Wealth Management
California
$8.44M -$1.99M -5,153 -19%
WCP
944
Wick Capital Partners
Pennsylvania
$8.43M +$22.4K +58 +0.3%
FIM
945
Fernwood Investment Management
Massachusetts
$8.39M +$59K +153 +0.7%
BIP
946
Blueprint Investment Partners
North Carolina
$8.36M +$793K +2,055 +10%
RWI
947
Red Wave Investments
Pennsylvania
$8.36M +$604K +1,565 +8%
EK
948
Evensky & Katz
Florida
$8.36M +$113K +293 +1%
CFC
949
Client First Capital
California
$8.35M -$576K -1,493 -6%
LT
950
Legacy Trust
Michigan
$8.27M +$8.31M +21,531 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.