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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
AWS
1026
AJ Wealth Strategies
New York
$7.03M +$1.97M +5,106 +39%
PPC
1027
Park Place Capital
Alabama
$7.03M +$7.06M +18,293 New
UCB
1028
United Community Bank
South Carolina
$7.01M +$123K +318 +2%
AWA
1029
Aletheian Wealth Advisors
Washington
$7.01M -$25.5K -66 -0.4%
MSFS
1030
Main Street Financial Solutions
Pennsylvania
$7M -$1.84M -4,773 -21%
TCM
1031
Telos Capital Management
California
$6.97M +$240K +623 +4%
X
1032
Xponance
Pennsylvania
$6.96M -$1.44M -3,722 -17%
EPM
1033
Equitec Proprietary Markets
Illinois
$6.92M +$6.95M +18,000 New
BTWM
1034
Baker Tilly Wealth Management
Wisconsin
$6.88M +$497K +1,289 +8%
APW
1035
Acima Private Wealth
Virginia
$6.87M +$144K +374 +2%
DW
1036
Domani Wealth
Pennsylvania
$6.84M -$40.5K -105 -0.6%
SHFA
1037
SC&H Financial Advisors
Maryland
$6.84M
CG
1038
Cutler Group
California
$6.84M -$6.24M -16,158 -48%
BWP
1039
Baldwin Wealth Partners
Massachusetts
$6.83M +$200K +519 +3%
STA
1040
Summit Trail Advisors
New York
$6.83M -$34.5M -89,359 -83%
ARG
1041
Advisory Resource Group
Oklahoma
$6.8M +$224K +580 +3%
Calamos Advisors
1042
Calamos Advisors
Illinois
$6.77M -$71.8K -186 -1%
WWM
1043
Windsor Wealth Management
Indiana
$6.75M +$34.7K +90 +0.5%
AWM
1044
Axxcess Wealth Management
California
$6.75M +$831K +2,154 +14%
RWIA
1045
Roger Wittlin Investment Advisory
California
$6.71M +$6.74M +17,461 New
CA
1046
CSM Advisors
Pennsylvania
$6.68M -$1.74M -4,500 -21%
LIM
1047
Leavell Investment Management
Alabama
$6.68M +$74.9K +194 +1%
FMP
1048
Financial Management Professionals
Texas
$6.68M +$6.71M +17,394 New
RCM
1049
Raleigh Capital Management
North Carolina
$6.63M -$202K -524 -3%
CT
1050
Coastline Trust
Rhode Island
$6.61M +$1.29M +3,334 +24%

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.