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
EIP
1376
Ellis Investment Partners
Pennsylvania
$2.89M +$203K +526 +8%
EWA
1377
EverSource Wealth Advisors
Alabama
$2.89M +$180K +466 +7%
TH
1378
TCTC Holdings
Texas
$2.89M -$11.6K -30 -0.4%
RFG
1379
Range Financial Group
Oregon
$2.89M +$126K +327 +5%
NC
1380
NovaPoint Capital
Georgia
$2.89M +$1.64M +4,256 +131%
AWA
1381
Alta Wealth Advisors
Massachusetts
$2.87M -$313K -810 -10%
GPA
1382
Garrison Point Advisors
California
$2.87M +$535K +1,387 +23%
WCG
1383
Weaver Consulting Group
California
$2.86M -$40.9K -106 -1%
CL
1384
COWA LLC
Oklahoma
$2.85M -$490K -1,269 -16%
CCA
1385
Clearwater Capital Advisors
Illinois
$2.83M +$471K +1,220 +20%
TIM
1386
Total Investment Management
Arizona
$2.82M +$14.7K +38 +0.5%
Financial Engines Advisors
1387
Financial Engines Advisors
California
$2.82M -$623K -1,614 -18%
CCM
1388
Cohen Capital Management
California
$2.81M +$30.9K +80 +1%
NS
1389
Newman & Schimel
Illinois
$2.79M +$899K +2,329 +47%
WFA
1390
WestHill Financial Advisors
California
$2.78M +$69.8K +181 +3%
CT
1391
Caldwell Trust
Florida
$2.78M +$34.7K +90 +1%
TFP
1392
Triune Financial Partners
Kansas
$2.78M -$28.6K -74 -1%
SCM
1393
SOL Capital Management
Maryland
$2.78M +$131K +340 +5%
CCM
1394
Condor Capital Management
New Jersey
$2.77M -$10.4K -27 -0.4%
SI
1395
Stephens Inc
Arkansas
$2.77M +$47.5K +123 +2%
BCM
1396
Bayesian Capital Management
New York
$2.77M +$2.78M +7,200 New
AA
1397
Auxano Advisors
Washington
$2.77M +$22.4K +58 +0.8%
RBC
1398
Romano Brothers & Co
Illinois
$2.76M +$231K +599 +9%
FPCG
1399
Forum Private Client Group
Indiana
$2.75M +$568K +1,472 +26%
GA
1400
GFS Advisors
Texas
$2.75M -$504K -1,305 -15%

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.