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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
Cerity Partners
76
Cerity Partners
New York
$408M -$115M -299,024 -37%
FEG
77
Fund Evaluation Group
Ohio
$408M -$8.12M -21,046 -2%
Bessemer Group
78
Bessemer Group
New Jersey
$403M -$65.1M -168,590 -14%
Cambridge Investment Research Advisors
79
Cambridge Investment Research Advisors
Iowa
$380M +$60.8M +157,482 +19%
MYLI
80
Meiji Yasuda Life Insurance
Japan
$378M
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$377M +$255M +660,876 +206%
Corient Private Wealth
82
Corient Private Wealth
Florida
$375M +$364M +944,339 New
SW
83
SVB Wealth
Massachusetts
$349M +$14.9M +38,636 +4%
Charles Schwab
84
Charles Schwab
California
$348M -$16.4M -42,439 -4%
CM
85
Churchill Management
California
$341M -$642K -1,664 -0.2%
CIA
86
Choate Investment Advisors
Massachusetts
$327M +$5.04M +13,047 +2%
Allspring Global Investments
87
Allspring Global Investments
North Carolina
$325M +$1.58M +4,088 +0.5%
Fidelity International
88
Fidelity International
Bermuda
$316M +$33.9M +87,909 +12%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$314M +$3.83M +9,925 +1%
LWIC
90
Leith Wheeler Investment Counsel
British Columbia, Canada
$312M -$6.2M -16,073 -2%
HWA
91
Heritage Wealth Advisors
Virginia
$298M -$3.34M -8,660 -1%
KAS
92
Kestra Advisory Services
Texas
$291M +$698K +1,809 +0.2%
CAN
93
Cetera Advisor Networks
California
$286M +$108M +278,980 +60%
CFG
94
CKW Financial Group
Hawaii
$283M +$5.79M +14,992 +2%
AWM
95
AE Wealth Management
Kansas
$281M +$4.54M +11,773 +2%
Franklin Resources
96
Franklin Resources
California
$280M +$25M +64,687 +10%
Stifel Financial
97
Stifel Financial
Missouri
$271M +$36.4M +94,359 +15%
AHSW
98
Adventist Health System West
California
$266M
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$264M -$48.3M -125,115 -15%
CCM
100
Coldstream Capital Management
Washington
$255M +$256M +663,773 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.