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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
RMC
1551
Resources Management Corp
Connecticut
$2.06M -$48.6K -126 -2%
LWM
1552
Lyell Wealth Management
California
$2.05M -$7.72K -20 -0.4%
VST
1553
Van Strum & Towne
California
$2.05M +$3.47K +9 +0.2%
WFAG
1554
Worth Financial Advisory Group
North Carolina
$2.04M +$2.05M +5,322 New
AWAU
1555
Alliance Wealth Advisors (Utah)
Utah
$2.04M +$2.05M +5,314 New
CPWA
1556
Cerro Pacific Wealth Advisors
California
$2.04M +$348K +901 +20%
AB
1557
Atlas Brown
Kentucky
$2.03M -$34.7K -90 -2%
CCM
1558
Chilton Capital Management
Texas
$2.03M +$37.8K +98 +2%
CWM
1559
Centric Wealth Management
Illinois
$2.02M -$154K -398 -7%
RRC
1560
Relaxing Retirement Coach
Massachusetts
$2.02M +$77.2K +200 +4%
ECA
1561
Elevated Capital Advisors
Utah
$2.02M +$151K +390 +8%
AWA
1562
Aaron Wealth Advisors
Illinois
$2.01M +$15.1K +39 +0.7%
CPC
1563
Congress Park Capital
New York
$2.01M +$785K +2,034 +64%
SSW
1564
Stone Summit Wealth
Florida
$2.01M +$141K +365 +8%
CCA
1565
Column Capital Advisors
Indiana
$2M -$25.5K -66 -1%
OPWM
1566
Oxinas Partners Wealth Management
Indiana
$2M -$1.34M -3,463 -40%
APWM
1567
Atlas Private Wealth Management
New York
$2M -$57.1K -148 -3%
WE
1568
Wealth Effects
Massachusetts
$1.99M +$2M +5,186 New
COI
1569
Connable Office Inc
Michigan
$1.99M +$50.6K +131 +3%
CSPIA
1570
Cary Street Partners Investment Advisory
Virginia
$1.99M -$336K -871 -14%
RWMG
1571
Redwood Wealth Management Group
New Jersey
$1.98M +$1.99M +5,166 New
HWM
1572
Hohimer Wealth Management
Washington
$1.98M -$414K -1,073 -17%
BPC
1573
Banque Pictet & Cie
Switzerland
$1.97M -$1.56M -4,033 -44%
SWM
1574
Segment Wealth Management
Texas
$1.96M +$4.25K +11 +0.2%
OSAM
1575
O'Shaughnessy Asset Management
Connecticut
$1.96M -$88K -228 -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.