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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
BCA
951
Bay Colony Advisors
Massachusetts
$8.26M +$37.8K +98 +0.5%
Select Equity Group
952
Select Equity Group
New York
$8.26M +$8.29M +21,492 New
AC
953
Asio Capital
Kentucky
$8.22M +$5.32M +13,791 +181%
DC
954
Destiny Capital
Colorado
$8.21M +$7.74M +20,062 New
LP
955
LGL Partners
Pennsylvania
$8.2M +$1.52M +3,929 +23%
AT
956
American Trust
Kentucky
$8.14M +$899K +2,329 +12%
RWA
957
Redhawk Wealth Advisors
Minnesota
$8.13M +$951K +2,463 +13%
AA
958
ACT Advisors
North Carolina
$8.1M +$6.69M +17,340 +463%
PFS
959
Prospera Financial Services
Texas
$8.1M -$3.38M -8,762 -29%
IMRF
960
Illinois Municipal Retirement Fund
Illinois
$8.1M +$8.14M +21,080 New
FAIM
961
Financial Advocates Investment Management
Washington
$8.09M -$333K -864 -4%
ES
962
Eagle Strategies
New York
$8.08M -$421K -1,090 -5%
LWP
963
Lumature Wealth Partners
Georgia
$8.07M -$1.93K -5 -0%
VCM
964
Vivaldi Capital Management
Illinois
$8.04M +$315K +816 +4%
FWP
965
Firethorn Wealth Partners
Georgia
$8.04M -$271K -703 -3%
HWP
966
Heritage Wealth Partners
Ohio
$8.01M +$7.8M +20,200 New
PCA
967
Personal Capital Advisors
California
$7.97M +$444K +1,151 +6%
CT
968
Colonial Trust
South Carolina
$7.95M -$139K -359 -2%
VHAM
969
Van Hulzen Asset Management
California
$7.95M -$439K -1,137 -5%
ACM
970
Armbruster Capital Management
New York
$7.91M +$77.2K +200 +1%
HCM
971
Hengehold Capital Management
Ohio
$7.89M +$348K +901 +5%
MBT
972
Montecito Bank & Trust
California
$7.89M +$20.1K +52 +0.3%
CFS
973
CRA Financial Services
New Jersey
$7.89M -$29.3K -76 -0.4%
Wolverine Trading
974
Wolverine Trading
Illinois
$7.88M +$7.91M +20,506 New
Nomura Asset Management
975
Nomura Asset Management
Japan
$7.86M -$2.79M -7,220 -26%

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.