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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
KIA
1126
KCM Investment Advisors
California
$5.29M +$57.1K +148 +1%
CWM
1127
C2C Wealth Management
Arizona
$5.25M -$110K -286 -2%
BFG
1128
Beacon Financial Group
Texas
$5.25M -$144K -374 -3%
LC
1129
Lavaca Capital
Texas
$5.23M +$3.96M +10,270 +306%
MOS
1130
MGO One Seven
Ohio
$5.21M +$484K +1,254 +10%
VCA
1131
Verdence Capital Advisors
Maryland
$5.2M +$256K +664 +5%
SWP
1132
Strategic Wealth Partners
Ohio
$5.2M -$1.83M -4,730 -26%
SGK
1133
Steigerwald Gordon & Koch
Virginia
$5.18M -$423K -1,096 -8%
NFC
1134
Northeast Financial Consultants
Connecticut
$5.18M +$3.04M +7,884 +141%
CIC
1135
Cutler Investment Counsel
Oregon
$5.17M -$625K -1,619 -11%
WWC
1136
Waypoint Wealth Counsel
Georgia
$5.17M +$5.19M +13,461 New
JA
1137
JVL Associates
Michigan
$5.17M -$12.3K -32 -0.2%
LSPW
1138
Lake Street Private Wealth
Illinois
$5.16M -$181K -468 -3%
PA
1139
PSI Advisors
Florida
$5.15M -$1.07M -2,781 -17%
RWP
1140
Ridgecrest Wealth Partners
California
$5.14M -$230K -597 -4%
WCM
1141
Wealthcare Capital Management
Virginia
$5.13M +$13.1K +34 +0.3%
DWM
1142
Dakota Wealth Management
Florida
$5.13M -$939K -2,433 -15%
NCM
1143
Nelson Capital Management
California
$5.12M +$1.17M +3,044 +30%
TWA
1144
TCI Wealth Advisors
Arizona
$5.12M -$10.4K -27 -0.2%
SWA
1145
Sax Wealth Advisors
New Jersey
$5.12M -$112K -290 -2%
SCA
1146
Sandy Cove Advisors
Massachusetts
$5.12M +$4.26M +11,031 +483%
NCM
1147
Northwest Capital Management
Oregon
$5.1M +$3.15M +8,162 +160%
IIC
1148
Ironwood Investment Counsel
Arizona
$5.1M +$539K +1,396 +12%
QC
1149
Quent Capital
New York
$5.07M +$114K +295 +2%
DBT
1150
Dubuque Bank & Trust
Iowa
$5.02M -$433K -1,121 -8%

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.