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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
HAC
976
Harbor Advisory Corp
New Hampshire
$7.85M +$909K +2,355 +13%
GWMIA
977
Global Wealth Management Investment Advisory
Florida
$7.83M -$78.7K -204 -1%
HG
978
Harbor Group
New Hampshire
$7.82M +$124K +322 +2%
CCM
979
Canal Capital Management
Virginia
$7.81M -$155K -401 -2%
MWM
980
Merriman Wealth Management
Washington
$7.79M -$5.35M -13,872 -41%
WJWM
981
Williams Jones Wealth Management
New York
$7.76M +$28.9K +75 +0.4%
CAM
982
Concorde Asset Management
Michigan
$7.75M -$793K -2,055 -9%
IGWM
983
ICA Group Wealth Management
Colorado
$7.7M +$569K +1,474 +8%
GCM
984
Granby Capital Management
Florida
$7.68M
HNW
985
High Note Wealth
Minnesota
$7.68M -$36.3K -94 -0.5%
ABC
986
Associated Banc-Corp
Wisconsin
$7.68M +$10.8K +28 +0.1%
BL
987
BFSG LLC
California
$7.66M +$740K +1,917 +11%
WMP
988
Wealth Management Partners
Arizona
$7.65M +$386K +1,000 +5%
AAMC
989
Asset Allocation & Management Company
Illinois
$7.64M
VVP
990
Venture Visionary Partners
Ohio
$7.64M -$2.14M -5,557 -22%
XF
991
XML Financial
Maryland
$7.63M +$213K +553 +3%
Axa
992
Axa
France
$7.61M -$4.43M -11,481 -37%
PAG
993
Private Advisory Group
Washington
$7.6M -$140K -364 -2%
State Street
994
State Street
Massachusetts
$7.54M +$6.83M +17,696 +915%
PA
995
PFG Advisors
Arizona
$7.53M -$12.3K -32 -0.2%
FFP
996
Forbes Financial Planning
Rhode Island
$7.52M
American Century Companies
997
American Century Companies
Missouri
$7.52M +$1.33M +3,438 +21%
SWPG
998
Strategic Wealth Partners Group
Illinois
$7.52M +$313K +810 +4%
AA
999
Argent Advisors
Louisiana
$7.5M -$9.65K -25 -0.1%
DFA
1000
DHK Financial Advisors
New Hampshire
$7.49M

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.