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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
AC
1951
AWM Capital
Arizona
$873K
GB
1952
Goepper Burkhardt
South Carolina
$873K
MIG
1953
McGuire Investment Group
Rhode Island
$871K -$2.7K -7 -0.3%
CA
1954
Calton & Associates
Florida
$870K +$244K +631 +39%
DWM
1955
Drive Wealth Management
Utah
$864K +$259K +670 +42%
APP
1956
Avantax Planning Partners
Iowa
$863K -$154K -398 -15%
PMG
1957
ProVise Management Group
Florida
$863K -$15.8K -41 -2%
AM
1958
Atwater Malick
Pennsylvania
$862K +$6.95K +18 +0.8%
JCM
1959
Janney Capital Management
Pennsylvania
$861K +$649K +1,682 +301%
PFBT
1960
Parkside Financial Bank & Trust
Missouri
$860K -$2.7K -7 -0.3%
ULWM
1961
Upper Left Wealth Management
Florida
$859K -$91.5K -237 -10%
CWM
1962
Cabot Wealth Management
Massachusetts
$859K -$110K -285 -11%
CFCI
1963
Comprehensive Financial Consultants Institutional
Indiana
$857K +$32K +83 +4%
CAL
1964
Capital Advisors Ltd
Ohio
$856K
BFG
1965
Berger Financial Group
Minnesota
$856K +$859K +2,227 New
JCM
1966
J2 Capital Management
Michigan
$852K -$8.49K -22 -1%
CCM
1967
Carlson Capital Management
Minnesota
$851K -$130K -337 -13%
SWM
1968
SeaCrest Wealth Management
New York
$844K +$386 +1 +0%
CA
1969
Cortland Associates
Missouri
$843K -$160K -414 -16%
TWM
1970
Trinity Wealth Management
Pennsylvania
$842K +$11.2K +29 +1%
AWM
1971
Affinity Wealth Management
Delaware
$836K
RAM
1972
Redmond Asset Management
Virginia
$830K +$69.5K +180 +9%
FWM
1973
Focused Wealth Management
New York
$829K +$5.4K +14 +0.7%
NWMG
1974
National Wealth Management Group
Ohio
$826K +$353K +916 +74%
TCM
1975
Triumph Capital Management
Colorado
$823K -$2.06M -5,336 -71%

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.