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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
MA
1576
MBA Advisors
Pennsylvania
$1.96M
AP
1577
Appleton Partners
Massachusetts
$1.95M
AFA
1578
Arlington Financial Advisors
California
$1.95M -$16.2K -42 -0.8%
Connor, Clark & Lunn Investment Management (CC&L)
1579
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.95M -$966K -2,504 -33%
ZIC
1580
ZWJ Investment Counsel
Georgia
$1.95M +$562K +1,455 +40%
YDMI
1581
Y.D. More Investments
Israel
$1.93M +$1.93M +5,000 New
EWA
1582
Encompass Wealth Advisors
Oregon
$1.92M +$2.7K +7 +0.1%
Two Sigma Investments
1583
Two Sigma Investments
New York
$1.92M -$31M -80,200 -94%
WAM
1584
WNY Asset Management
New York
$1.92M +$393K +1,019 +26%
ECM
1585
Exchange Capital Management
Michigan
$1.91M -$50.2K -130 -3%
BFO
1586
Biltmore Family Office
North Carolina
$1.9M
GCM
1587
Gallacher Capital Management
Colorado
$1.9M +$1.9M +4,936 New
AB
1588
Amalgamated Bank
New York
$1.9M -$3.66M -9,493 -66%
CDIA
1589
Capital Directions Investment Advisors
Georgia
$1.89M +$1.9M +4,931 New
RW
1590
Reframe Wealth
Virginia
$1.89M +$1.9M +4,931 New
IB
1591
Intrust Bank
Kansas
$1.89M -$24.3K -63 -1%
MFA
1592
McClarren Financial Advisors
Pennsylvania
$1.88M -$147K -380 -7%
GSIS
1593
Global Strategic Investment Solutions
Arizona
$1.87M -$162K -420 -8%
HWM
1594
Howard Wealth Management
Connecticut
$1.87M -$4.25K -11 -0.2%
AIC
1595
Ayalon Insurance Company
Israel
$1.86M -$24.3K -63 -1%
CB
1596
Centennial Bank
Arkansas
$1.86M +$1.87M +4,850 New
AWM
1597
Aprio Wealth Management
Georgia
$1.86M -$234K -606 -11%
PMA
1598
Prudent Man Advisors
Illinois
$1.85M -$18.5K -48 -1%
EBT
1599
Enterprise Bank & Trust
Massachusetts
$1.85M +$160K +414 +9%
EWM
1600
Executive Wealth Management
Michigan
$1.85M +$1.05M +2,720 +130%

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.