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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
PAI
1251
Pittenger & Anderson Inc
Nebraska
$3.88M +$671K +1,740 +21%
CCC
1252
Chelsea Counsel Company
California
$3.88M +$3.9M +10,100 New
IAA
1253
Independent Advisor Alliance
North Carolina
$3.87M -$3.89M -10,070 -50%
WCM
1254
Windham Capital Management
Massachusetts
$3.87M +$1.81M +4,686 +87%
FC
1255
Financial Council
Maryland
$3.87M -$41.7K -108 -1%
PWA
1256
Peterson Wealth Advisors
Utah
$3.86M -$64.4K -167 -2%
RFA
1257
Resurgent Financial Advisors
Georgia
$3.85M +$861K +2,232 +29%
GWS
1258
Glassman Wealth Services
Virginia
$3.83M -$6.17K -16 -0.2%
NFG
1259
Nations Financial Group
Iowa
$3.82M -$11.7M -30,227 -75%
CFO
1260
Colony Family Offices
North Carolina
$3.82M -$331K -858 -8%
SFM
1261
Signet Financial Management
New Jersey
$3.81M -$27.8K -72 -0.7%
GIS
1262
Grayhawk Investment Strategies
Alberta, Canada
$3.81M -$3.86M -10,009 -99%
EA
1263
Emerald Advisors
Washington
$3.79M +$406K +1,051 +12%
TC
1264
Titleist Capital
Texas
$3.79M +$1.33M +3,449 +54%
ASW
1265
Astoria Strategic Wealth
Texas
$3.79M +$282K +732 +8%
SWM
1266
Southern Wealth Management
Texas
$3.78M +$1.63M +4,226 +75%
WPP
1267
Whalerock Point Partners
Rhode Island
$3.78M +$60.2K +156 +2%
UCMOK
1268
United Capital Management of KS
Kansas
$3.69M -$137K -355 -4%
GAG
1269
GM Advisory Group
New York
$3.69M -$57.9K -150 -2%
FWTB
1270
First Western Trust Bank
Colorado
$3.67M -$8.88K -23 -0.2%
ICP
1271
Interchange Capital Partners
Pennsylvania
$3.66M +$370K +960 +11%
RMAM
1272
Raab & Moskowitz Asset Management
New Jersey
$3.66M -$38.2K -99 -1%
WPC
1273
Waters Parkerson & Co
Louisiana
$3.65M -$110K -284 -3%
GIA
1274
Guyasuta Investment Advisors
Pennsylvania
$3.65M -$101K -263 -3%
EP
1275
Essential Planning
New Hampshire
$3.64M +$3.91M +10,134 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.