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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
CA
1176
Continuum Advisory
Idaho
$4.68M -$3.22M -8,344 -41%
TWP
1177
Tempus Wealth Planning
California
$4.64M +$143K +371 +3%
CD
1178
Chapin Davis
Maryland
$4.63M +$4.65M +12,039 New
CI
1179
Cavalier Investments
Georgia
$4.62M +$814K +2,108 +21%
CCT
1180
Chemung Canal Trust
New York
$4.61M +$263K +681 +6%
SF
1181
Symphony Financial
Texas
$4.59M -$547K -1,417 -11%
CA
1182
Claro Advisors
Massachusetts
$4.58M +$277K +719 +6%
OFG
1183
OmniStar Financial Group
North Carolina
$4.57M -$278K -720 -6%
BC
1184
Barrett & Company
Rhode Island
$4.56M
AG
1185
Ascent Group
Virginia
$4.55M -$1.16K -3 -0%
CIR
1186
Clear Investment Research
Georgia
$4.55M -$5.79K -15 -0.1%
WAL
1187
W Advisors LLC
Tennessee
$4.53M +$1.06M +2,754 +30%
SAM
1188
S.A. Mason
Michigan
$4.5M -$414K -1,074 -8%
FA
1189
Forefront Analytics
Pennsylvania
$4.48M -$1.84M -4,775 -29%
GLLW
1190
Graves Light Lenhart Wealth
Virginia
$4.46M -$19.7K -51 -0.4%
CRI
1191
Colonial River Investments
Virginia
$4.43M +$3.63M +9,414 +445%
VP
1192
Verum Partners
North Carolina
$4.41M +$4.43M +11,488 New
CAM
1193
Campion Asset Management
Virginia
$4.41M +$76.4K +198 +2%
BB
1194
Berkshire Bank
Massachusetts
$4.4M -$389K -1,007 -8%
FHC
1195
First Heartland Consultants
Missouri
$4.4M +$405K +1,050 +10%
BCG
1196
Breakwater Capital Group
New Jersey
$4.4M +$4.42M +11,448 New
PP
1197
PFS Partners
New Jersey
$4.39M -$556K -1,442 -11%
CRC
1198
Curi RMB Capital
Illinois
$4.37M -$17.4K -45 -0.4%
MWM
1199
Marietta Wealth Management
Georgia
$4.37M +$1.62M +4,196 +58%
HH
1200
Hilltop Holdings
Texas
$4.37M +$2.21M +5,728 +102%

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.