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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
RDIA
1101
RE Dickinson Investment Advisors
Iowa
$5.87M -$34K -88 -0.6%
NAS
1102
Nicolet Advisory Services
Wisconsin
$5.87M +$3.07M +7,968 +117%
CF
1103
Centaurus Financial
California
$5.83M -$2.41M -6,250 -29%
EI
1104
Ellevest Inc
New York
$5.82M +$311K +805 +6%
BOTW
1105
Bank of the West
California
$5.77M +$681K +1,764 +13%
MF
1106
Meridian Financial
Massachusetts
$5.76M -$14.3K -37 -0.2%
NWA
1107
New World Advisors
Massachusetts
$5.74M +$228K +592 +4%
NPP
1108
New Potomac Partners
Maryland
$5.73M +$1.16K +3 +0%
GP
1109
Geneva Partners
Wisconsin
$5.69M +$1.45M +3,761 +34%
KOC
1110
Koss-Olinger Consulting
Florida
$5.61M -$19.7K -51 -0.3%
EBSAM
1111
Eubel Brady & Suttman Asset Management
Ohio
$5.61M -$754K -1,955 -12%
EWM
1112
Empirical Wealth Management
Washington
$5.59M -$95.3K -247 -2%
ML
1113
McAdam LLC
Pennsylvania
$5.54M -$6.45M -16,722 -59%
WP
1114
WealthSource Partners
California
$5.54M +$280K +726 +5%
LG
1115
Leuthold Group
Minnesota
$5.53M -$879K -2,278 -14%
MWM
1116
Meridian Wealth Management
Kentucky
$5.51M -$368K -954 -6%
CA
1117
CGN Advisors
Kansas
$5.51M -$1.35M -3,500 -20%
PMFA
1118
Plante Moran Financial Advisors
Michigan
$5.46M +$384K +995 +8%
GWP
1119
Gateway Wealth Partners
Wisconsin
$5.44M +$5.46M +14,150 New
NG
1120
NatWest Group
United Kingdom
$5.38M
APG
1121
Abacus Planning Group
South Carolina
$5.33M +$227K +589 +4%
GM
1122
GeoWealth Management
Illinois
$5.32M -$188K -488 -3%
SWM
1123
Selective Wealth Management
Virginia
$5.31M +$1.06M +2,749 +26%
STB
1124
S&T Bank
Pennsylvania
$5.3M +$2.31K +6 +0%
Belvedere Trading
1125
Belvedere Trading
Illinois
$5.3M +$5.32M +13,789 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.