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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
ICM
1851
Islay Capital Management
Texas
$1.03M -$150K -389 -13%
AIA
1852
Arbor Investment Advisors
North Carolina
$1.03M -$37.4K -97 -3%
ACP
1853
Arcus Capital Partners
Georgia
$1.03M +$9.65K +25 +0.9%
AWMS
1854
Advocacy Wealth Management Services
Georgia
$1.03M -$2.46M -6,381 -70%
DFG
1855
Delta Financial Group
New Jersey
$1.02M +$1.03M +2,675 New
WAOTB
1856
Wealth Advisors of Tampa Bay
Florida
$1.02M
BFA
1857
Brown Financial Advisory
Alabama
$1.02M -$34.7K -90 -3%
CGL
1858
Clarius Group LLC
Washington
$1.02M +$43.2K +112 +4%
HA
1859
HFG Advisors
Ohio
$1.02M +$44K +114 +4%
FMTC
1860
Farmers & Merchants Trust Company
California
$1.02M +$2.31K +6 +0.2%
HKIMG
1861
Hutchens & Kramer Investment Management Group
Indiana
$1.02M +$107K +278 +12%
PG
1862
Prostatis Group
Maryland
$1.02M -$61K -158 -6%
FANJ
1863
Financial Architects (New Jersey)
New Jersey
$1.02M +$263K +682 +35%
EM
1864
Excalibur Management
Massachusetts
$1.01M
BTW
1865
Boston Trust Walden
Massachusetts
$1.01M
EHC
1866
Everett Harris & Co
California
$1.01M
NEWAS
1867
N.E.W. Advisory Services
Wisconsin
$1M +$9.26K +24 +0.9%
TFA
1868
Trinity Financial Advisors
Ohio
$1M -$507K -1,313 -33%
FCA
1869
Fortis Capital Advisors
Kansas
$1M +$1.01M +2,607 New
FCM
1870
Firestone Capital Management
Florida
$999K -$79.9K -207 -7%
CFO
1871
Collective Family Office
Pennsylvania
$999K -$38.6K -100 -4%
CS
1872
Capital Square
Tennessee
$997K -$50.2K -130 -5%
SWM
1873
Soundmark Wealth Management
Washington
$996K
MAG
1874
MRA Advisory Group
New Jersey
$996K +$675K +1,748 +207%
HWP
1875
Highline Wealth Partners
California
$993K +$887K +2,299 +804%

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.