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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
CFG
1051
Cooper Financial Group
California
$6.56M -$860K -2,228 -12%
4WM
1052
4J Wealth Management
Virginia
$6.56M -$90.3K -234 -1%
DT
1053
Daniels + Tansey
Delaware
$6.55M -$6.95K -18 -0.1%
KCM
1054
Kennicott Capital Management
California
$6.42M -$6.82M -17,669 -51%
CC
1055
Chicago Capital
Illinois
$6.39M +$32.8K +85 +0.5%
Betterment LLC
1056
Betterment LLC
New York
$6.38M +$1.43M +3,706 +29%
KC
1057
Kingfisher Capital
North Carolina
$6.36M -$1.16M -2,994 -15%
PCP
1058
Proficio Capital Partners
Massachusetts
$6.36M
CIAS
1059
Capital Investment Advisory Services
North Carolina
$6.34M +$1.73M +4,488 +37%
BFA
1060
BBJS Financial Advisors
Washington
$6.3M +$6.33M +16,401 New
WCWM
1061
Wooster Corthell Wealth Management
Connecticut
$6.3M -$54.4K -141 -0.9%
TWM
1062
Thrive Wealth Management
Pennsylvania
$6.29M +$4.82M +12,502 +322%
WAOI
1063
Wealth Advisors of Iowa
Iowa
$6.28M -$4.57M -11,832 -42%
T
1064
TrueFG
Texas
$6.27M -$39K -101 -0.6%
JIP
1065
Jaffetilchin Investment Partners
Florida
$6.26M +$68.7K +178 +1%
BWM
1066
Boyd Wealth Management
California
$6.24M -$537K -1,391 -8%
Natixis Advisors
1067
Natixis Advisors
Massachusetts
$6.24M -$2.06M -5,347 -25%
NL
1068
NEPC LLC
Massachusetts
$6.23M +$772 +2 +0%
BONH
1069
Bank of New Hampshire
New Hampshire
$6.23M -$611K -1,582 -9%
FB
1070
Fulton Bank
Pennsylvania
$6.21M +$1.53M +3,958 +32%
MWM
1071
Maripau Wealth Management
Indiana
$6.19M +$9.65K +25 +0.2%
RTL
1072
Red Tortoise LLC
Georgia
$6.18M +$6.21M +16,080 New
SFG
1073
Sunburst Financial Group
Alabama
$6.14M +$85.3K +221 +1%
WP
1074
WMS Partners
Maryland
$6.13M -$23.2K -60 -0.4%
RW
1075
Regimen Wealth
Georgia
$6.13M +$6.16M +15,973 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.