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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
EFS
1076
Essex Financial Services
Connecticut
$6.12M -$644K -1,668 -9%
CM
1077
Columbus Macro
Pennsylvania
$6.1M +$5.52M +14,314 +909%
SS
1078
Sound Stewardship
Kansas
$6.07M +$6.1M +15,799 New
AFP
1079
Ausdal Financial Partners
Iowa
$6.07M +$137K +356 +2%
SAM
1080
Silvercrest Asset Management
New York
$6.07M -$379K -981 -6%
SCM
1081
Spreng Capital Management
Ohio
$6.06M -$121K -314 -2%
T
1082
TRUADVICE
Florida
$6.06M +$102K +265 +2%
CRI
1083
Commonwealth Retirement Investments
Virginia
$6.06M +$6.08M +15,765 New
IAG
1084
Investment Advisory Group
Massachusetts
$6.04M -$27.8K -72 -0.5%
EA
1085
Efficient Advisors
Ohio
$6.04M -$251K -651 -4%
CPA
1086
Cardiff Park Advisors
California
$6.03M -$292K -757 -5%
SIC
1087
Sterling Investment Counsel
New York
$6.01M +$680K +1,761 +13%
CWA
1088
Centennial Wealth Advisory
Michigan
$5.98M -$9.72M -25,177 -62%
RCM
1089
Regency Capital Management
Hawaii
$5.96M +$5.28M +13,679 +743%
HT
1090
Heritage Trust
Oklahoma
$5.93M -$159K -412 -3%
SB
1091
Simmons Bank
Arkansas
$5.92M -$281K -729 -5%
MD
1092
Money Design
Japan
$5.92M +$667K +1,729 +13%
DC
1093
Davenport & Co
Virginia
$5.92M +$554K +1,436 +10%
GEA
1094
Glen Eagle Advisors
New Jersey
$5.9M -$50.9K -132 -0.9%
NRI
1095
NFP Retirement Inc
California
$5.9M +$490K +1,269 +9%
GKWIM
1096
Gerber Kawasaki Wealth & Investment Management
California
$5.9M +$123K +319 +2%
FCC
1097
Flower City Capital
New York
$5.9M -$466K -1,207 -7%
PI
1098
PineBridge Investments
New York
$5.89M -$309K -800 -5%
AFS
1099
Axiom Financial Strategies
Indiana
$5.88M -$135K -351 -2%
ZF
1100
Zhang Financial
Michigan
$5.88M +$2M +5,187 +51%

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.