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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
Teacher Retirement System of Texas
101
Teacher Retirement System of Texas
Texas
$247M
MMI
102
Matson Money Inc
Ohio
$243M +$36M +93,183 +17%
TF
103
TIAA FSB
Florida
$241M -$4.83M -12,509 -2%
SIC
104
Sigma Investment Counselors
Michigan
$241M -$4.16M -10,769 -2%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$233M -$53.5M -138,512 -19%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$229M +$8.46M +21,917 +4%
TI
107
Truepoint Inc
Ohio
$222M -$9.24M -23,940 -4%
FLPIM
108
F.L. Putnam Investment Management
Massachusetts
$219M -$2.42M -6,265 -1%
JFGIW
109
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$219M -$6.76M -17,528 -3%
Comerica Bank
110
Comerica Bank
Texas
$217M -$3.82M -9,898 -2%
MSA
111
Mason Street Advisors
Wisconsin
$214M +$12M +31,100 +6%
UB
112
UMB Bank
Missouri
$213M -$8.83M -22,892 -4%
PCIG
113
Partners Capital Investment Group
Massachusetts
$203M +$48.7M +126,067 +31%
EW
114
Evoke Wealth
California
$203M -$18.3M -47,389 -8%
CWM
115
Cahaba Wealth Management
Georgia
$203M +$7.33M +19,004 +4%
BBVA
116
Banco Bilbao Vizcaya Argentaria
Spain
$201M -$3.71M -9,617 -2%
JC
117
JB Capital
Connecticut
$199M +$12.1M +31,381 +6%
PIMJS
118
PKO Investment Management Joint-Stock
Poland
$198M +$25.8M +66,776 +15%
DWA
119
Divergent Wealth Advisors
Utah
$198M +$13.7M +35,470 +7%
GF
120
Genworth Financial
Virginia
$197M +$41.6M +107,925 +27%
HHGA
121
Halbert Hargrove Global Advisors
California
$195M +$897K +2,325 +0.5%
COCM
122
Charter Oak Capital Management
New Hampshire
$195M +$5.74M +14,877 +3%
JRP
123
Jasper Ridge Partners
California
$194M +$100M +259,658 +105%
TLIC
124
Taiyo Life Insurance Company
Japan
$182M
LIA
125
LBMC Investment Advisors
Tennessee
$180M -$1.86M -4,826 -1%

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.