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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
Millennium Management
126
Millennium Management
New York
$178M +$165M +427,286 +1,150%
EH
127
Equitable Holdings
New York
$177M +$8.3M +21,520 +5%
FCH
128
Freestone Capital Holdings
Washington
$174M +$13.9M +35,910 +9%
KA
129
Klingman & Associates
New York
$172M +$4.22M +10,934 +2%
AWE
130
Avidian Wealth Enterprises
Texas
$170M -$29.8M -77,325 -15%
PPFA
131
Provida Pension Fund Administrator
Chile
$168M -$27.9M -72,230 -14%
Principal Financial Group
132
Principal Financial Group
Iowa
$167M +$95.2M +246,642 +131%
PA
133
Planning Alternatives
Michigan
$166M -$3.42M -8,871 -2%
AIA
134
Ally Invest Advisors
North Carolina
$165M +$1.62M +4,200 +1%
Wellington Management Group
135
Wellington Management Group
Massachusetts
$165M -$23.3M -60,275 -12%
JSW
136
Journey Strategic Wealth
New Jersey
$164M +$5.82M +15,076 +4%
HTC
137
Haverford Trust Company
Pennsylvania
$163M +$46.8M +121,313 +40%
MLIC
138
Mandatum Life Insurance Company
Finland
$159M +$2.09M +5,421 +1%
WT
139
Whittier Trust
California
$158M -$1.13M -2,932 -0.7%
BP
140
Ballentine Partners
Massachusetts
$157M -$21M -54,544 -12%
AWS
141
Atria Wealth Solutions
New York
$151M +$5.24M +13,573 +4%
LW
142
Linscomb Wealth
Texas
$150M +$1.98M +5,119 +1%
AA
143
Ashford Advisors
New York
$149M -$2.56M -6,627 -2%
HW
144
Hancock Whitney
Mississippi
$149M +$44.8M +116,054 +43%
WSTAM
145
Wilbanks Smith & Thomas Asset Management
Virginia
$145M -$3.49M -9,031 -2%
TFO
146
Tarbox Family Office
California
$142M +$3.47M +8,998 +2%
KIM
147
Karpus Investment Management
New York
$140M -$33.7M -87,445 -19%
William Blair & Company
148
William Blair & Company
Illinois
$139M +$19.9M +51,658 +17%
EIG
149
Ellenbecker Investment Group
Wisconsin
$139M +$4.01M +10,384 +3%
VIA
150
Vantagepoint Investment Advisers
District of Columbia
$138M -$34.9M -90,470 -20%

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.