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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
RCIM
1151
Red Cedar Investment Management
Michigan
$5M
SAM
1152
Smithbridge Asset Management
Pennsylvania
$5M -$91.1K -236 -2%
Jane Street
1153
Jane Street
New York
$4.97M -$23.8M -61,577 -83%
AFS
1154
Annapolis Financial Services
Maryland
$4.95M -$122K -317 -2%
MSAGDF
1155
Moneda SA Administradora General de Fondos
Chile
$4.94M -$182K -471 -4%
TPWA
1156
TRUE Private Wealth Advisors
Oregon
$4.94M -$203K -527 -4%
TI
1157
tru Independence
Oregon
$4.93M -$10K -26 -0.2%
MLA
1158
My Legacy Advisors
Oregon
$4.9M +$1.06M +2,756 +30%
JWM
1159
Jackson Wealth Management
Florida
$4.89M -$1.18M -3,056 -19%
SFP
1160
Sterling Financial Planning
New Jersey
$4.87M +$126K +327 +3%
BP
1161
BBR Partners
New York
$4.82M +$38.2K +99 +0.8%
FPCG
1162
Fort Pitt Capital Group
Pennsylvania
$4.8M +$2.91M +7,544 +153%
MWM
1163
MY Wealth Management
Maryland
$4.8M +$4.58M +11,863 +1,898%
HIMCH
1164
Hartford Investment Management Co (HIMCO)
Connecticut
$4.79M +$684K +1,773 +17%
WPC
1165
Wedmont Private Capital
Pennsylvania
$4.79M +$999K +2,588 +27%
PG
1166
Patten Group
Tennessee
$4.78M -$117K -303 -2%
LSA
1167
Lansing Street Advisors
Pennsylvania
$4.76M -$2.71M -7,014 -36%
LDFR
1168
Lehman & Derafelo Financial Resources
Pennsylvania
$4.74M -$4.53M -11,745 -49%
Barclays
1169
Barclays
United Kingdom
$4.73M +$524K +1,357 +12%
1IA
1170
1834 Investment Advisors
Wisconsin
$4.72M -$87.6K -227 -2%
ESB
1171
Essex Savings Bank
Connecticut
$4.72M -$123K -319 -3%
FAM
1172
Forte Asset Management
New York
$4.72M -$1.04M -2,699 -18%
LNWTC
1173
Laird Norton Wetherby Trust Company
Washington
$4.71M +$41.7K +108 +0.9%
TC
1174
Trust Company
Kansas
$4.68M -$189K -490 -4%
FCA
1175
FLC Capital Advisors
California
$4.68M -$938K -2,431 -17%

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.