We are live on ! Find out more
IVV icon

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
CPG
1201
Cornerstone Planning Group
New Jersey
$4.36M +$4.31M +11,169 New
SFPG
1202
Stonebridge Financial Planning Group
Florida
$4.36M -$4.63K -12 -0.1%
MWM
1203
Mission Wealth Management
California
$4.34M +$330K +856 +8%
TFS
1204
Thoroughbred Financial Services
Tennessee
$4.34M +$137K +354 +3%
AF
1205
Advisornet Financial
Minnesota
$4.33M -$395K -1,024 -8%
NCM
1206
NCM Capital Management
New Jersey
$4.33M +$39.7K +103 +0.9%
IFA
1207
Index Fund Advisors
California
$4.33M +$45.9K +119 +1%
MFA
1208
Morling Financial Advisors
California
$4.31M -$125K -324 -3%
RC
1209
Roundview Capital
New Jersey
$4.31M +$139K +360 +3%
SFO
1210
Stokes Family Office
Louisiana
$4.3M +$27.8K +72 +0.6%
NEGWA
1211
New England Guild Wealth Advisors
Connecticut
$4.3M -$182K -471 -4%
LWMNY
1212
Landmark Wealth Management (New York)
New York
$4.27M -$524K -1,357 -11%
HFRG
1213
Houlihan Financial Resource Group
Virginia
$4.24M +$772 +2 +0%
GLA
1214
Great Lakes Advisors
Illinois
$4.23M +$4.61M +11,947 +12%
BAMG
1215
Brand Asset Management Group
Missouri
$4.22M -$23.2K -60 -0.5%
BB
1216
Busey Bank
Illinois
$4.21M +$1.97M +5,096 +87%
LC
1217
Lindbrook Capital
California
$4.2M +$1.75M +4,524 +71%
WPC
1218
White Pine Capital
Minnesota
$4.19M -$445K -1,152 -10%
JFA
1219
JNBA Financial Advisors
Minnesota
$4.18M -$95.3K -247 -2%
AAS
1220
Annex Advisory Services
Wisconsin
$4.17M -$9.04M -23,427 -68%
BI
1221
Berkeley Inc
Idaho
$4.17M +$15.4K +40 +0.4%
DAS
1222
Dynamic Advisor Solutions
Arizona
$4.17M +$239K +620 +6%
EWM
1223
Endurance Wealth Management
Rhode Island
$4.14M +$50.2K +130 +1%
FNBOSM
1224
First National Bank of South Miami
Florida
$4.14M -$523K -1,355 -11%
CTI
1225
Community Trust & Investment
Kentucky
$4.11M +$4.13M +10,700 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.