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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
CAN
1001
Claraphi Advisory Network
United States
$7.42M -$17.1M -44,345 -70%
MCA
1002
MSH Capital Advisors
Arizona
$7.41M +$1.03M +2,665 +16%
MPM
1003
Meritage Portfolio Management
Kansas
$7.39M +$1.2M +3,100 +19%
CT
1004
Clearstead Trust
Maine
$7.38M -$1.7M -4,397 -19%
BAM
1005
Baldrige Asset Management
Pennsylvania
$7.35M +$195K +505 +3%
PO
1006
Private Ocean
California
$7.33M +$961K +2,490 +15%
AAM
1007
Aureus Asset Management
Massachusetts
$7.32M +$494K +1,281 +7%
KW
1008
KWB Wealth
California
$7.31M -$101K -261 -1%
IFG
1009
Independent Financial Group
California
$7.31M -$805K -2,087 -10%
SC
1010
Saiph Capital
New Jersey
$7.28M +$5.15M +13,346 +238%
LWAC
1011
Laurel Wealth Advisors (California)
California
$7.27M +$216K +560 +3%
SL
1012
Salomon & Ludwin
Virginia
$7.26M +$5.05M +13,098 +226%
IA
1013
IFG Advisory
Georgia
$7.25M -$544K -1,410 -7%
9WM
1014
9258 Wealth Management
Ohio
$7.25M -$261K -676 -3%
Fiera Capital (Canada)
1015
Fiera Capital (Canada)
Quebec, Canada
$7.24M -$76.8K -199 -1%
BC
1016
Bartlett & Co
Ohio
$7.23M +$222K +575 +3%
BCWM
1017
Bartlett & Co Wealth Management
Ohio
$7.23M +$222K +575 +3%
YIA
1018
YHB Investment Advisors
Connecticut
$7.2M +$802K +2,079 +12%
BAM
1019
Belpointe Asset Management
Nevada
$7.18M +$578K +1,497 +9%
GWM
1020
Greenhouse Wealth Management
Connecticut
$7.16M -$5.02K -13 -0.1%
SB
1021
Strategic Blueprint
Georgia
$7.11M +$1.34M +3,461 +23%
SDAM
1022
Shulman DeMeo Asset Management
New York
$7.11M +$52.9K +137 +0.7%
OFG
1023
Omega Financial Group
California
$7.11M -$1.05M -2,708 -13%
PTC
1024
Private Trust Company
Ohio
$7.1M -$420K -1,089 -6%
SAS
1025
SMI Advisory Services
Indiana
$7.09M

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.