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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
PCI
1826
Planning Center Inc
Illinois
$1.09M -$147K -380 -12%
CB
1827
CNB Bank
Pennsylvania
$1.09M
PFM
1828
Peak Financial Management
Massachusetts
$1.09M
EGA
1829
E&G Advisors
Texas
$1.09M -$114K -295 -9%
LRIA
1830
Leonard Rickey Investment Advisors
Washington
$1.08M -$5.79K -15 -0.5%
NRC
1831
New Republic Capital
North Carolina
$1.08M +$1.09M +2,821 New
N
1832
Nuveen
North Carolina
$1.08M -$1.42M -3,690 -57%
PCMC
1833
Private Capital Management (Colorado)
Colorado
$1.07M -$285K -738 -21%
PP
1834
Prosperity Planning
Missouri
$1.07M
CCA
1835
Cora Capital Advisors
New Jersey
$1.06M +$1.07M +2,770 New
SIMG
1836
Sonora Investment Management Group
Arizona
$1.06M -$32K -83 -3%
IWA
1837
Intercontinental Wealth Advisors
Texas
$1.06M
FAG
1838
Fortitude Advisory Group
Washington
$1.06M -$3.86K -10 -0.4%
Toronto Dominion Bank
1839
Toronto Dominion Bank
Ontario, Canada
$1.06M
SC
1840
Slow Capital
California
$1.06M -$69.5K -180 -6%
LAM
1841
Lakewood Asset Management
Illinois
$1.06M +$1.06M +2,749 New
BBA
1842
Braun-Bostich & Associates
Pennsylvania
$1.05M -$23.5K -61 -2%
PL
1843
Parthenon LLC
Kentucky
$1.04M
RFWA
1844
RPg Family Wealth Advisory
Massachusetts
$1.04M -$36.7K -95 -3%
WP
1845
Wealthspan Partners
Iowa
$1.04M +$386 +1 +0%
MMG
1846
Monetary Management Group
Missouri
$1.04M -$183K -473 -15%
FDCC
1847
Foster Dykema Cabot & Co
Massachusetts
$1.04M
GHA
1848
GW Henssler & Associates
Georgia
$1.04M +$127K +330 +14%
RIA
1849
Realta Investment Advisors
Delaware
$1.03M +$105K +271 +11%
SWM
1850
Seaside Wealth Management
California
$1.03M -$48.2K -125 -4%

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.