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
BPWM
1276
Badgley Phelps Wealth Managers
Washington
$3.64M +$687K +1,780 +23%
BWA
1277
BlueSky Wealth Advisors
North Carolina
$3.64M -$348K -903 -9%
LFA
1278
Legacy Financial Advisors
Kentucky
$3.62M +$513K +1,329 +16%
FFM
1279
Forum Financial Management
Illinois
$3.62M -$273K -708 -7%
GWM
1280
Gitterman Wealth Management
New Jersey
$3.6M -$357K -925 -9%
AF
1281
Affiance Financial
Minnesota
$3.6M +$12K +31 +0.3%
PAM
1282
Peak Asset Management
Colorado
$3.6M -$80.7K -209 -2%
MFC
1283
Mechanics Financial Corp
Ohio
$3.59M +$43.6K +113 +1%
FCB
1284
First County Bank
Connecticut
$3.58M +$3.59M +9,315 New
NW
1285
NewEdge Wealth
Pennsylvania
$3.56M +$2.12M +5,506 +147%
JWWM
1286
Johnson & White Wealth Management
Pennsylvania
$3.56M +$20.5M +53,138 +1,989%
NFP
1287
NorthLanding Financial Partners
New York
$3.56M -$97.6K -253 -3%
RW
1288
Rede Wealth
Virginia
$3.54M +$545K +1,413 +18%
CPIA
1289
Cornell Pochily Investment Advisors
New York
$3.54M +$46.7K +121 +1%
IDA
1290
Intelligence Driven Advisers
California
$3.54M -$18.5M -47,842 -84%
KL
1291
KWMG LLC
Kansas
$3.54M -$142K -368 -4%
MSAM
1292
Moloney Securities Asset Management
Missouri
$3.53M +$95.3K +247 +3%
WF
1293
Welch & Forbes
Massachusetts
$3.53M -$63.7K -165 -2%
KFGK
1294
Keystone Financial Group (Kentucky)
Kentucky
$3.52M -$9.65K -25 -0.3%
AFM
1295
Andesa Financial Management
Pennsylvania
$3.52M -$2.68M -6,953 -43%
MWP
1296
Meridian Wealth Partners
Pennsylvania
$3.52M +$149K +387 +4%
FG
1297
Fiduciary Group
Georgia
$3.51M -$20.8K -54 -0.6%
TW
1298
Transform Wealth
Colorado
$3.51M -$228K -590 -6%
P
1299
&Partners
Tennessee
$3.5M -$359K -931 -9%
GIA
1300
Goodwin Investment Advisory
Georgia
$3.5M +$141K +366 +4%

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.