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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
GSIAS
1876
Garden State Investment Advisory Services
New Jersey
$993K +$997K +2,583 New
GAM
1877
Griffin Asset Management
New York
$991K +$17.8K +46 +2%
TVAMP
1878
Tennessee Valley Asset Management Partners
Tennessee
$989K -$10.2M -26,329 -91%
BWA
1879
Blodgett Wealth Advisors
California
$988K
VF
1880
Vista Finance
Missouri
$984K +$721K +1,869 +270%
1WA
1881
180 Wealth Advisors
Washington
$982K -$36.3K -94 -4%
ECM
1882
Elgethun Capital Management
South Dakota
$976K +$189K +490 +24%
SWM
1883
Sugarloaf Wealth Management
Georgia
$975K -$76.4K -198 -7%
AP
1884
Adero Partners
California
$975K +$23.2K +60 +2%
AIP
1885
Ahrens Investment Partners
Louisiana
$973K -$54.4K -141 -5%
EA
1886
Eudaimonia Advisors
Tennessee
$972K -$111K -288 -10%
LCC
1887
Lincoln Capital Corp
Rhode Island
$972K +$102K +264 +12%
RA
1888
Rodgers & Associates
Pennsylvania
$972K
SEM
1889
Strategic Equity Management
Arizona
$971K +$674K +1,747 +224%
CAAS
1890
Capital Asset Advisory Services
Michigan
$969K -$137K -356 -8%
EFG
1891
Everhart Financial Group
Ohio
$967K -$35.1K -91 -3%
LBA
1892
Lowell Blake & Associates
Massachusetts
$966K +$348K +901 +56%
SF
1893
SBK Financial
Virginia
$964K -$1.93K -5 -0.2%
AP
1894
Arlington Partners
Alabama
$964K
TFGT
1895
TS Financial Group (TSFG)
Illinois
$964K -$41.7K -108 -4%
KM
1896
Kalos Management
Georgia
$964K -$11.2K -29 -1%
RP
1897
Reinhart Partners
Wisconsin
$959K
NOI
1898
Newton One Investments
Delaware
$957K
BC
1899
Burleson & Co
California
$957K -$5.02K -13 -0.5%
IPW
1900
Intergy Private Wealth
Colorado
$952K -$530K -1,374 -36%

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.