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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
RA
1351
Riversedge Advisors
Delaware
$3.03M +$2.26M +5,862 +289%
WAG
1352
Wallace Advisory Group
California
$3.02M +$3.04M +7,870 New
SIA
1353
Stegner Investment Associates
Kentucky
$3.01M -$62.5K -162 -2%
MCI
1354
MRP Capital Investments
Georgia
$3.01M +$3.02M +7,829 New
MWM
1355
Madison Wealth Management
Ohio
$3M
BBPWM
1356
Blue Bell Private Wealth Management
Pennsylvania
$2.99M -$649K -1,683 -18%
VWM
1357
Valley Wealth Managers
New Jersey
$2.99M +$123K +319 +4%
AWG
1358
Altus Wealth Group
Colorado
$2.98M +$2.99M +7,744 New
DI
1359
Disciplined Investments
Oklahoma
$2.97M -$29.7K -77 -1%
BWM
1360
BerganKDV Wealth Management
Minnesota
$2.97M +$95.3K +247 +3%
JGIA
1361
Jackson Grant Investment Advisers
Connecticut
$2.96M -$5.79K -15 -0.2%
CWM
1362
Connecticut Wealth Management
Connecticut
$2.96M -$620K -1,606 -17%
HBWM
1363
Hollow Brook Wealth Management
New York
$2.96M -$89.9K -233 -3%
JEST
1364
JTC Employer Solutions Trustee
Jersey
$2.95M
M
1365
MOTCO
Texas
$2.95M -$170K -441 -5%
NHC
1366
Nicholas Hoffman & Company
Georgia
$2.94M +$440K +1,141 +18%
BFA
1367
Beacon Financial Advisory
Ohio
$2.93M +$183K +474 +7%
BCM
1368
Birmingham Capital Management
Alabama
$2.93M
HB
1369
Horizon Bancorp
Indiana
$2.92M +$2.93M +7,600 New
WWP
1370
WR Wealth Planners
Missouri
$2.92M +$44.8K +116 +2%
JAG
1371
Journey Advisory Group
Kentucky
$2.92M -$1.69M -4,379 -37%
EL
1372
Essex LLC
Illinois
$2.91M +$3.47K +9 +0.1%
MCM
1373
Maple Capital Management
Vermont
$2.91M -$4.15M -10,756 -59%
SPW
1374
Sonoma Private Wealth
California
$2.91M +$2.92M +7,573 New
KFS
1375
Kurt F. Somerville
$2.9M -$38.6K -100 -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.