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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
SNB
1601
Security National Bank
Nebraska
$1.85M +$152K +393 +9%
CWP
1602
Curated Wealth Partners
California
$1.85M +$994K +2,576 +116%
SWP
1603
Summit Wealth Partners
Florida
$1.84M -$30.5K -79 -2%
GIA
1604
GHP Investment Advisors
Colorado
$1.84M -$3.47K -9 -0.2%
CAS
1605
Coppell Advisory Solutions
Texas
$1.84M +$1.85M +4,788 New
CASC
1606
Coppell Advisory Solutions Corp
Texas
$1.84M +$1.85M +4,788 New
CIA
1607
Compass Ion Advisors
Pennsylvania
$1.83M +$18.9K +49 +1%
AF
1608
Alerus Financial
North Dakota
$1.83M -$10.8K -28 -0.6%
TCM
1609
Traynor Capital Management
Pennsylvania
$1.82M -$460K -1,193 -20%
OCG
1610
Opus Capital Group
Ohio
$1.81M +$2.31K +6 +0.1%
CHA
1611
Carmichael Hill & Associates
Maryland
$1.81M +$1.01M +2,613 +125%
SA
1612
SRH Advisors
Kansas
$1.8M
MFG
1613
Magnus Financial Group
New York
$1.8M -$20.1K -52 -1%
GA
1614
Geller Advisors
New York
$1.8M +$31.6K +82 +2%
TWM
1615
Tolleson Wealth Management
Texas
$1.79M
SRC
1616
Sage Rhino Capital
California
$1.79M
ECM
1617
Evergreen Capital Management
Washington
$1.78M +$1.54K +4 +0.1%
PTP
1618
Platform Technology Partners
New York
$1.78M -$7.72K -20 -0.4%
GJIA
1619
Glass Jacobson Investment Advisors
Maryland
$1.78M +$1.78M +4,623 New
APW
1620
Austin Private Wealth
Texas
$1.76M
TC
1621
Truvestments Capital
Florida
$1.76M -$206K -533 -10%
TCM
1622
Tufton Capital Management
Maryland
$1.74M -$22K -57 -1%
LWANC
1623
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.74M +$50.6K +131 +3%
ADL
1624
Asset Dedication LLC
California
$1.74M +$196K +507 +13%
Simplex Trading
1625
Simplex Trading
Illinois
$1.74M +$1.74M +4,521 New

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.