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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
SWA
1476
Strategies Wealth Advisors
Michigan
$2.35M +$2.36M +6,124 New
IP
1477
Investment Partners
Ohio
$2.35M -$700K -1,813 -23%
Invesco
1478
Invesco
Georgia
$2.35M -$166K -429 -7%
AUB
1479
Atlantic Union Bankshares
Virginia
$2.34M -$244K -633 -9%
OC
1480
Oakworth Capital
Alabama
$2.34M -$10.8K -28 -0.5%
CC
1481
Callan Capital
California
$2.34M +$1.95M +5,065 +497%
VWM
1482
Vigilare Wealth Management
Arizona
$2.34M -$89.9K -233 -4%
CCP
1483
Clarkston Capital Partners
Michigan
$2.33M +$1.19M +3,095 +104%
ATWA
1484
Arbor Trust Wealth Advisors
Michigan
$2.32M -$61.7K -160 -3%
BC
1485
Barnett & Company
Tennessee
$2.31M +$2.32M +6,000 New
GB
1486
Gunma Bank
Japan
$2.31M -$1.93M -5,000 -45%
CCA
1487
Cobblestone Capital Advisors
New York
$2.3M
CA
1488
CapWealth Advisors
Tennessee
$2.3M +$47.5K +123 +2%
DTC
1489
Davidson Trust Company
Washington
$2.3M
SPWM
1490
Straight Path Wealth Management
Michigan
$2.3M +$9.65K +25 +0.4%
FM
1491
Family Management
New York
$2.29M +$39K +101 +2%
MCA
1492
Magnolia Capital Advisors
Mississippi
$2.27M +$28.2K +73 +1%
IF
1493
Intrua Financial
Texas
$2.26M -$134K -347 -6%
WF
1494
Warner Financial
Maryland
$2.25M +$7.72K +20 +0.3%
VC
1495
Veracity Capital
Georgia
$2.25M +$6.56K +17 +0.3%
AFC
1496
Adaptive Financial Consulting
Ohio
$2.25M +$541K +1,401 +31%
SC
1497
Sepio Capital
Utah
$2.25M
ACI
1498
Alpha Cubed Investments
California
$2.25M +$54.4K +141 +2%
WPA
1499
West Paces Advisors
Georgia
$2.24M +$388K +1,006 +21%
CWG
1500
Crown Wealth Group
North Carolina
$2.24M -$100K -259 -4%

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.