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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
SSWG
1301
Seven Springs Wealth Group
Tennessee
$3.48M -$2.7K -7 -0.1%
CFA
1302
Cahill Financial Advisors
Minnesota
$3.46M -$1.76M -4,559 -34%
JIC
1303
Joel Isaacson & Co
New York
$3.45M +$1.09M +2,834 +46%
SJIM
1304
St. Johns Investment Management
Florida
$3.43M +$81.8K +212 +2%
WWM
1305
WJ Wealth Management
Arizona
$3.43M -$208K -540 -6%
SIC
1306
Salem Investment Counselors
North Carolina
$3.42M +$67.1K +174 +2%
VCM
1307
Virtue Capital Management
Tennessee
$3.41M -$963K -2,496 -22%
CL
1308
CIM LLC
New York
$3.41M +$1.03M +2,660 +47%
PJSIMP
1309
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.4M -$102K -264 -3%
BFO
1310
Boston Family Office
Massachusetts
$3.4M +$440K +1,139 +15%
DWP
1311
Destiny Wealth Partners
Florida
$3.39M -$179K -464 -5%
BFC
1312
Bedel Financial Consulting
Indiana
$3.37M -$83K -215 -2%
FC
1313
Forte Capital
New York
$3.36M -$55.2K -143 -2%
PWP
1314
Private Wealth Partners
California
$3.36M +$3.38M +8,746 New
BHIC
1315
Bassett Hargrove Investment Counsel
Delaware
$3.35M
WMA
1316
Wealth Management Associates
New Jersey
$3.33M -$458K -1,186 -12%
KAM
1317
Knightsbridge Asset Management
California
$3.32M -$97.3K -252 -3%
PAM
1318
PVG Asset Management
Colorado
$3.31M -$222K -574 -6%
QCIG
1319
Quad-Cities Investment Group
Iowa
$3.31M +$167K +434 +5%
SFG
1320
Summit Financial Group
West Virginia
$3.3M -$76.8K -199 -2%
SAM
1321
Strategy Asset Managers
California
$3.3M +$347K +900 +12%
MIA
1322
Milestone Investment Advisors
Wisconsin
$3.29M +$3.31M +8,572 New
MCM
1323
Mitchell Capital Management
Kansas
$3.29M -$13.5K -35 -0.4%
AIA
1324
Armor Investment Advisors
North Carolina
$3.27M +$528K +1,369 +19%
FNBOO
1325
First National Bank of Omaha
Nebraska
$3.27M

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.