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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
BWA
1751
Beam Wealth Advisors
Louisiana
$1.31M -$105K -273 -7%
CFS
1752
Cannon Financial Strategists
Georgia
$1.31M +$42.5K +110 +3%
C1AG
1753
Client 1st Advisory Group
Florida
$1.3M +$457K +1,184 +54%
CA
1754
Corrado Advisors
New Jersey
$1.3M -$5.02K -13 -0.4%
RC
1755
Randolph Company
Ohio
$1.3M +$22K +57 +2%
AWA
1756
ARQ Wealth Advisors
Arizona
$1.3M -$14.3K -37 -1%
JPG
1757
Jordan Park Group
California
$1.3M
TF
1758
Tompkins Financial
New York
$1.3M
EP
1759
Eudaimonia Partners
Tennessee
$1.29M +$1.3M +3,368 New
PTC
1760
Philadelphia Trust Company
Pennsylvania
$1.29M
NWM
1761
Northwest Wealth Management
Iowa
$1.29M -$1.35M -3,508 -51%
ACA
1762
Aptus Capital Advisors
Alabama
$1.29M -$20.5K -53 -2%
SPL
1763
Smart Portfolios LLC
Washington
$1.29M +$1.29M +3,347 New
MA
1764
MONECO Advisors
Connecticut
$1.29M -$149K -387 -10%
HFS
1765
Heritage Financial Services
Massachusetts
$1.28M +$399K +1,033 +45%
GC
1766
Gratus Capital
Georgia
$1.28M -$164K -425 -11%
CFD
1767
Creative Financial Designs
Indiana
$1.28M -$30.9K -80 -2%
MCM
1768
McRae Capital Management
New Jersey
$1.28M -$135K -350 -10%
SWMP
1769
Signature Wealth Management Partners
New Jersey
$1.28M -$46.3K -120 -3%
ODIJL
1770
One Day In July LLC
Vermont
$1.27M +$321K +833 +34%
KCM
1771
Kornitzer Capital Management
Kansas
$1.27M
ACP
1772
Aviance Capital Partners
Florida
$1.26M +$58.3K +151 +5%
CCM
1773
Crew Capital Management
Ohio
$1.26M -$220K -569 -15%
MI
1774
Moneywise Inc
Virginia
$1.26M -$8.88K -23 -0.7%
PIA
1775
Panoramic Investment Advisors
Colorado
$1.26M +$1.26M +3,275 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.