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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
WT
1801
Washington Trust
Rhode Island
$1.16M
GA
1802
Goldstein Advisors
Wisconsin
$1.16M +$1.17M +3,021 New
1SB
1803
1ST Source Bank
Indiana
$1.16M +$62.9K +163 +6%
KLCM
1804
KG&L Capital Management
Louisiana
$1.16M -$56.3K -146 -5%
RIM
1805
Rockbridge Investment Management
New York
$1.16M -$7.72K -20 -0.7%
AA
1806
Addison Advisors
Vermont
$1.15M +$207K +536 +22%
MHIC
1807
Marble Harbor Investment Counsel
Massachusetts
$1.15M
SFP
1808
Sweet Financial Partners
Minnesota
$1.15M +$5.02K +13 +0.4%
BOPW
1809
Brandywine Oak Private Wealth
Pennsylvania
$1.15M -$193K -500 -14%
PP
1810
Patron Partners
Texas
$1.15M -$5.4K -14 -0.5%
LPIC
1811
LeJeune Puetz Investment Counsel
Michigan
$1.14M
CFA
1812
CWS Financial Advisors
Michigan
$1.14M -$916K -2,374 -45%
HFS
1813
HBC Financial Services
Washington
$1.14M -$41.7K -108 -4%
EIM
1814
Ervin Investment Management
Washington
$1.13M +$181K +469 +19%
SCA
1815
Scott Capital Advisors
Oregon
$1.12M +$75.3K +195 +7%
WAS
1816
Wealth Advisory Solutions
Indiana
$1.12M -$4.63K -12 -0.4%
MIA
1817
MMBG Investment Advisors
Florida
$1.12M
FA
1818
Faithward Advisors
Pennsylvania
$1.12M +$15.4K +40 +1%
GD
1819
Grandfield & Dodd
New York
$1.12M -$22.4K -58 -2%
HIP
1820
HUB Investment Partners
Texas
$1.12M +$339K +878 +43%
BFP
1821
Briaud Financial Planning
Texas
$1.11M
BWA
1822
Bordeaux Wealth Advisors
California
$1.11M
CDH
1823
Charles D. Hyman
$1.1M +$21.2K +55 +2%
MCM
1824
Mengis Capital Management
Oregon
$1.1M -$15.4K -40 -1%
SIA
1825
Schechter Investment Advisors
Michigan
$1.09M +$131K +340 +14%

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.