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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
1501
Strata Wealth Advisors
Texas
$2.24M +$2.25M +5,830 New
SFWA
1502
Summit Financial Wealth Advisors
Louisiana
$2.24M +$1.91M +4,937 +555%
RCM
1503
RNC Capital Management
California
$2.23M +$2.24M +5,805 New
FBFS
1504
First Business Financial Services
Wisconsin
$2.22M
PCA
1505
Prosperity Capital Advisors
Ohio
$2.22M +$2.23M +5,785 New
CPFP
1506
Clear Perspectives Financial Planning
Ohio
$2.22M -$12K -31 -0.5%
SCM
1507
Schnieders Capital Management
California
$2.22M +$1M +2,602 +82%
LCM
1508
Liberty Capital Management
Michigan
$2.22M -$92.6K -240 -4%
SDWMA
1509
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.21M +$5.4K +14 +0.2%
CWM
1510
Concentric Wealth Management
California
$2.2M +$453K +1,175 +26%
TCBWMS
1511
Texas Capital Bank Wealth Management Services
Texas
$2.2M -$543K -1,406 -20%
OPA
1512
Old Port Advisors
Maine
$2.2M +$730K +1,891 +49%
CTFG
1513
Capstone Triton Financial Group
Oklahoma
$2.19M +$1.46M +3,781 +196%
OWP
1514
Obermeyer Wealth Partners
Colorado
$2.19M
DC
1515
Darrow Company
Massachusetts
$2.19M -$18.1K -47 -0.8%
AIM
1516
Aspen Investment Management
Michigan
$2.19M -$7.33K -19 -0.3%
EDRH
1517
Edmond de Rothschild Holding
Switzerland
$2.19M +$283K +733 +15%
PB
1518
Pinnacle Bancorp
Nebraska
$2.18M -$7.72K -20 -0.4%
WI
1519
Wedgewood Investors
Pennsylvania
$2.18M
BMWM
1520
Brown Miller Wealth Management
Virginia
$2.17M +$772K +2,000 +55%
FP
1521
Financial Perspectives
Minnesota
$2.17M +$692K +1,794 +47%
ME
1522
McIlrath & Eck
Washington
$2.17M -$83.4K -216 -4%
RMDI
1523
R.M. Davis Inc
Maine
$2.16M +$44K +114 +2%
CF
1524
Corrigan Financial
Rhode Island
$2.15M -$161K -418 -7%
CMP
1525
Courage Miller Partners
Virginia
$2.15M -$91.5K -237 -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.