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
SP
1326
Successful Portfolios
Florida
$3.26M +$563K +1,459 +21%
FPTW
1327
Franklin, Parlapiano, Turner & Welch
Texas
$3.25M +$264K +683 +9%
WBC
1328
West Branch Capital
Massachusetts
$3.25M -$36.3K -94 -1%
TCOV
1329
Trust Company of Vermont
Vermont
$3.24M +$18.1K +47 +0.6%
FB
1330
First Bancorp
Maine
$3.23M -$49K -127 -1%
RWPA
1331
Richard W. Paul & Associates
Michigan
$3.23M +$3.24M +8,405 New
NAG
1332
Northstar Advisory Group
New Jersey
$3.23M -$2.36M -6,120 -42%
GFPC
1333
Global Financial Private Client
Florida
$3.22M -$560K -1,450 -15%
CASB
1334
Cape Ann Savings Bank
Massachusetts
$3.2M +$6.17K +16 +0.2%
IFS
1335
Intelligent Financial Strategies
Minnesota
$3.19M +$609K +1,577 +23%
ACS
1336
Archford Capital Strategies
Illinois
$3.19M +$2.03M +5,250 +172%
APC
1337
Asset Planning Corporation
Tennessee
$3.18M +$13.5K +35 +0.4%
CWA
1338
Canvas Wealth Advisors
Kansas
$3.15M +$47.5K +123 +2%
SFG
1339
SNS Financial Group
Minnesota
$3.15M -$36.3K -94 -1%
CB
1340
Cadence Bank
Mississippi
$3.14M -$44.8K -116 -1%
SBH
1341
Segall Bryant & Hamill
Illinois
$3.14M -$50.6K -131 -2%
BAM
1342
BOS Asset Management
Illinois
$3.13M +$3.14M +8,144 New
BFW
1343
Brady Family Wealth
Missouri
$3.11M +$3.12M +8,089 New
LWP
1344
Laurel Wealth Planning
Minnesota
$3.11M +$38.6K +100 +1%
NB
1345
Nicolet Bankshares
Wisconsin
$3.07M -$6.95K -18 -0.2%
EFG
1346
Ethos Financial Group
Pennsylvania
$3.05M +$3.07M +7,943 New
FHA
1347
Flagship Harbor Advisors
Massachusetts
$3.05M -$28.9K -75 -0.9%
NIM
1348
Northeast Investment Management
Massachusetts
$3.03M +$274K +710 +10%
PWPS
1349
Pinnacle Wealth Planning Services
Ohio
$3.03M +$1.28M +3,315 +72%
CLOS
1350
Compagnie Lombard Odier SCmA
Switzerland
$3.03M +$38.2K +99 +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.