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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
ETC
1626
Exchange Traded Concepts
Oklahoma
$1.74M +$1.74M +4,518 New
RPWA
1627
Regent Peak Wealth Advisors
Georgia
$1.73M -$128K -331 -7%
KSWA
1628
Kathleen S. Wright Associates
Pennsylvania
$1.73M -$9.65K -25 -0.6%
FMC
1629
First Merchants Corp
Indiana
$1.72M +$57.9K +150 +3%
FFM
1630
Fullerton Fund Management
Singapore
$1.72M -$28.6M -74,209 -94%
SWA
1631
SOA Wealth Advisors
New York
$1.71M
ACG
1632
Allen Capital Group
Nebraska
$1.71M -$1.62M -4,195 -49%
AWA
1633
Archvest Wealth Advisors
California
$1.71M +$17.4K +45 +1%
PWM
1634
PBMares Wealth Management
Virginia
$1.71M -$32K -83 -2%
HCA
1635
Horan Capital Advisors
Ohio
$1.7M +$412K +1,068 +32%
MIIM
1636
Mesirow Institutional Investment Management
Illinois
$1.7M +$16.2K +42 +1%
Fisher Asset Management
1637
Fisher Asset Management
Washington
$1.68M +$605K +1,567 +56%
MIM
1638
Macroview Investment Management
Maryland
$1.68M +$188K +487 +13%
BOM
1639
Bank of Marin
California
$1.68M
IIM
1640
Ipswich Investment Management
Massachusetts
$1.67M +$33.2K +86 +2%
SVWAG
1641
Sound View Wealth Advisors Group
Georgia
$1.67M -$14.3K -37 -1%
LC
1642
Lincoln Capital
Nebraska
$1.66M +$54.8K +142 +3%
WA
1643
WestEnd Advisors
North Carolina
$1.66M +$1.12M +2,900 +206%
BIG
1644
Builder Investment Group
Georgia
$1.66M +$1.66M +4,310 New
RBFC
1645
Roman Butler Fullerton & Co
Missouri
$1.65M +$157K +406 +11%
First Manhattan
1646
First Manhattan
New York
$1.65M -$4.55M -11,795 -73%
HT
1647
HighTower Trust
Texas
$1.65M -$1.33M -3,437 -44%
AI
1648
Axiom Investors
Connecticut
$1.65M -$579K -1,500 -26%
MMHP
1649
Murphy Middleton Hinkle & Parker
Georgia
$1.65M +$772 +2 +0%
SMWM
1650
Silvia McColl Wealth Management
California
$1.64M +$1.65M +4,275 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.