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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
LOPW
1676
Live Oak Private Wealth
North Carolina
$1.54M +$10.8K +28 +0.7%
PP
1677
Pacifica Partners
Canada
$1.54M +$125K +324 +9%
TA
1678
TrueWealth Advisors
Alabama
$1.54M -$89.1K -231 -5%
NAM
1679
NTV Asset Management
West Virginia
$1.53M +$1.93K +5 +0.1%
PWG
1680
Private Wealth Group
Florida
$1.53M +$254K +658 +20%
GP
1681
Girard Partners
Pennsylvania
$1.53M -$259K -671 -14%
PP
1682
Patten & Patten
Tennessee
$1.53M -$27.4K -71 -2%
WHCI
1683
W.H. Cornerstone Investments
Massachusetts
$1.53M -$79.5K -206 -5%
PWM
1684
Paulson Wealth Management
Illinois
$1.53M +$9.26K +24 +0.6%
MIM
1685
Montgomery Investment Management
Maryland
$1.52M +$19.3K +50 +1%
WCWM
1686
Willow Creek Wealth Management
California
$1.51M +$110K +284 +8%
AIA
1687
Acute Investment Advisory
Arizona
$1.51M +$1.52M +3,929 New
SB
1688
Sunflower Bank
Texas
$1.5M
AFA
1689
American Financial Advisors
Georgia
$1.5M +$371K +962 +33%
DJSG
1690
D.J. St. Germain
Massachusetts
$1.5M +$2.06M +5,340 +169%
NP
1691
NorthRock Partners
Minnesota
$1.5M +$544K +1,409 +57%
XS
1692
XR Securities
Illinois
$1.49M +$1.5M +3,885 New
BCMLT
1693
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.48M -$256K -664 -15%
AIP
1694
Almanack Investment Partners
Pennsylvania
$1.48M -$1.69M -4,384 -53%
LNWWM
1695
Laird Norton Wetherby Wealth Management
California
$1.48M +$433K +1,122 +41%
OWA
1696
Opal Wealth Advisors
New York
$1.48M +$856K +2,218 +136%
BHBT
1697
Burke & Herbert Bank & Trust
Virginia
$1.47M +$22K +57 +2%
JWM
1698
JFG Wealth Management
Colorado
$1.47M
VLC
1699
Van Leeuwen & Company
New Jersey
$1.46M +$56.3K +146 +4%
B
1700
Bridgeworth
Alabama
$1.46M -$227K -589 -13%

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.