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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
PI
151
PFS Investments
Georgia
$135M +$281K +729 +0.2%
AI
152
Atria Investments
North Carolina
$135M +$1.86M +4,813 +1%
CFG
153
Citizens Financial Group
Rhode Island
$134M +$913K +2,365 +0.7%
OIA
154
OneDigital Investment Advisors
Kansas
$129M -$3.58M -9,273 -3%
Lazard Asset Management
155
Lazard Asset Management
New York
$129M -$11M -28,410 -8%
FFA
156
Fragasso Financial Advisors
Pennsylvania
$129M -$1.86M -4,813 -1%
LPT
157
Legacy Private Trust
Wisconsin
$129M -$8.8M -22,814 -6%
SPC
158
Sigma Planning Corp
Michigan
$129M -$2.17M -5,634 -2%
AF
159
Apexium Financial
Texas
$128M +$7.03M +18,224 +6%
TIA
160
Traphagen Investment Advisors
New Jersey
$127M -$3.68M -9,523 -3%
CA
161
Cetera Advisors
Colorado
$125M +$45.2M +117,185 +56%
Mitsubishi UFJ Trust & Banking
162
Mitsubishi UFJ Trust & Banking
Japan
$124M +$13.8M +35,650 +12%
FMII
163
Farmers & Merchants Investments Inc
Nebraska
$122M +$1.19M +3,071 +1%
VC
164
Vicus Capital
Pennsylvania
$120M +$3.04M +7,881 +3%
FCB
165
First Command Bank
Texas
$120M +$9.86M +25,544 +9%
FCFS
166
First Command Financial Services
Texas
$120M +$9.86M +25,544 +9%
QC
167
Qalhat Capital
British Virgin Islands
$117M -$21.4M -55,450 -15%
GFP
168
Gryphon Financial Partners
Ohio
$117M -$1.56M -4,047 -1%
Victory Capital Management
169
Victory Capital Management
Texas
$115M -$19.2M -49,676 -14%
GC
170
Gilbert & Cook
Iowa
$113M +$15.2M +39,335 +15%
SPIA
171
Steward Partners Investment Advisory
New York
$110M +$11.8M +30,605 +12%
CCM
172
Connective Capital Management
California
$110M +$110M +285,046 New
GT
173
Glenview Trust
Kentucky
$109M +$5.8M +15,020 +6%
BOH
174
Bank of Hawaii
Hawaii
$109M +$988K +2,561 +0.9%
HSBC Holdings
175
HSBC Holdings
United Kingdom
$108M +$85.5M +221,506 +369%

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.