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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
GGS
1401
Galvin Gaustad & Stein
Arizona
$2.75M +$2.7K +7 +0.1%
GCS
1402
Gordian Capital (Singapore)
Singapore
$2.74M -$11.6K -30 -0.4%
RT
1403
Rockland Trust
Massachusetts
$2.73M -$60.6K -157 -2%
PIA
1404
Perennial Investment Advisors
California
$2.72M -$221K -573 -7%
WFMPM
1405
Woodley Farra Manion Portfolio Management
Indiana
$2.72M -$458K -1,188 -14%
EAM
1406
Evanson Asset Management
California
$2.71M -$9.26K -24 -0.3%
VAM
1407
Verity Asset Management
North Carolina
$2.71M +$2.31M +5,980 +563%
EWMCB
1408
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.7M -$272K -704 -9%
MWM
1409
Mattern Wealth Management
Kansas
$2.7M +$5.79K +15 +0.2%
NEPWA
1410
New England Private Wealth Advisors
Massachusetts
$2.7M -$59.4K -154 -2%
ACM
1411
Argent Capital Management
Missouri
$2.69M +$2.43M +6,295 +878%
TP
1412
Tranquility Partners
Tennessee
$2.68M +$79.9K +207 +3%
OPWM
1413
Oakwell Private Wealth Management
Texas
$2.68M -$668K -1,732 -20%
PA
1414
Procyon Advisors
Connecticut
$2.67M +$650K +1,685 +32%
GAM
1415
Gemmer Asset Management
California
$2.67M +$134K +348 +5%
VWA
1416
V Wealth Advisors
Kansas
$2.67M -$155K -401 -5%
CWA
1417
CM Wealth Advisors
Ohio
$2.67M
AA
1418
Aufman Associates
Pennsylvania
$2.67M +$162K +421 +6%
SFI
1419
SPC Financial Inc
Maryland
$2.66M +$761K +1,972 +40%
DI
1420
DFPG Investments
Utah
$2.64M +$1.06M +2,739 +70%
CCWM
1421
Cassaday & Co Wealth Management
Virginia
$2.64M +$2.65M +6,863 New
FWP
1422
FAS Wealth Partners
Kansas
$2.63M +$167K +434 +7%
AWM
1423
Arista Wealth Management
Nevada
$2.62M +$2.64M +6,830 New
ACM
1424
AlphaStar Capital Management
North Carolina
$2.62M -$327K -848 -11%
PFSC
1425
Peoples Financial Services Corp
Pennsylvania
$2.62M

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.