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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
Kovitz Investment Group Partners
1926
Kovitz Investment Group Partners
Illinois
$914K -$497K -1,288 -35%
FA
1927
Financial Advisors
Massachusetts
$909K -$576K -1,492 -39%
B
1928
Bellecapital
Switzerland
$908K -$15.4K -40 -2%
NAM
1929
NorthCrest Asset Manangement
Minnesota
$908K -$1.38M -3,576 -60%
CWA
1930
Clarity Wealth Advisors
California
$907K -$11.6K -30 -1%
SFA
1931
Seneca Financial Advisors
New York
$907K +$772 +2 +0.1%
SI
1932
Saxon Interests
Texas
$901K
FVCM
1933
F&V Capital Management
Florida
$895K
RMCM
1934
Reynders McVeigh Capital Management
Massachusetts
$895K +$139K +361 +18%
LHWM
1935
Lake Hills Wealth Management
Texas
$893K +$897K +2,325 New
KTC
1936
Kistler-Tiffany Companies
Pennsylvania
$892K +$772 +2 +0.1%
KAM
1937
KEB Asset Management
Illinois
$891K -$175K -454 -16%
FMI
1938
F/M Investments
District of Columbia
$891K +$895K +2,318 New
BC
1939
Burney Company
Virginia
$890K +$110K +285 +14%
CCM
1940
Colorado Capital Management
Colorado
$889K -$772 -2 -0.1%
WWA
1941
WC Walker & Associates
California
$888K +$85.3K +221 +11%
Capital International Investors
1942
Capital International Investors
California
$886K +$551K +1,427 +163%
LSIA
1943
LaSalle St. Investment Advisors
Illinois
$885K +$889K +2,304 New
LWM
1944
LJI Wealth Management
Indiana
$882K +$886K +2,296 New
PSC
1945
Prentiss Smith & Co
Vermont
$880K
BI
1946
Ballast Inc
Kentucky
$879K +$772 +2 +0.1%
MFG
1947
MidWestOne Financial Group
Iowa
$879K +$652K +1,690 +283%
AAP
1948
Arax Advisory Partners
Colorado
$878K -$1.93K -5 -0.2%
I2I
1949
Insight 2811 Inc
Illinois
$876K +$198K +513 +29%
IC
1950
Innealta Capital
Texas
$874K +$588K +1,523 +203%

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.