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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
CAM
1901
Clark Asset Management
New Hampshire
$951K +$956K +2,476 New
CWM
1902
Collaborative Wealth Management
Florida
$947K +$951K +2,464 New
KP
1903
Keel Point
Alabama
$946K -$42.1K -109 -4%
SMA
1904
Sage Mountain Advisors
Georgia
$946K -$5.02K -13 -0.5%
CCA
1905
Cadent Capital Advisors
Oklahoma
$945K +$950K +2,461 New
RCG
1906
Ruane, Cunniff & Goldfarb
New York
$945K +$949K +2,460 New
BO
1907
Bank OZK
Arkansas
$942K +$20.8K +54 +2%
HIP
1908
Harrell Investment Partners
Texas
$942K +$52.1K +135 +6%
IWA
1909
Inspirion Wealth Advisors
Illinois
$938K -$15.4K -40 -2%
PWP
1910
Perfromance Wealth Partners
Illinois
$936K +$64.4K +167 +7%
BFC
1911
Blue Fin Capital
Rhode Island
$936K -$78.3K -203 -8%
AIM
1912
Athena Investment Management
California
$935K
BWM
1913
Birchcreek Wealth Management
Ohio
$934K +$3.09K +8 +0.3%
API
1914
Advisor Partners II
California
$933K -$581K -1,505 -38%
MA
1915
MJP Associates
Connecticut
$929K +$25.5K +66 +3%
OIS
1916
Okabena Investment Services
Minnesota
$926K -$3.73M -9,656 -80%
SPWM
1917
Schrum Private Wealth Management
Florida
$925K +$3.47K +9 +0.4%
HPCM
1918
Hunter Perkins Capital Management
Illinois
$923K +$928K +2,404 New
FLII
1919
First Long Island Investors
New York
$921K +$247K +639 +36%
BFWA
1920
Benchmark Financial Wealth Advisors
Florida
$920K +$41.3K +107 +5%
BMC
1921
Benin Management Corp
Connecticut
$919K +$11.6K +30 +1%
CWM
1922
ClientFirst Wealth Management
Arkansas
$919K
FPWM
1923
FSB Premier Wealth Management
Iowa
$916K -$44.8K -116 -5%
TLA
1924
Tanglewood Legacy Advisors
Texas
$916K +$920K +2,383 New
ASFA
1925
All Season Financial Advisors
Colorado
$915K -$496K -1,286 -35%

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.