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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
NFSG
2001
Newbridge Financial Services Group
Florida
$765K +$61K +158 +9%
MFWP
2002
Mosaic Family Wealth Partners
Missouri
$764K +$768K +1,989 New
ISB
2003
Iowa State Bank
Iowa
$764K
SW
2004
SkyOak Wealth
Michigan
$763K +$28.9K +75 +4%
TI
2005
Trexquant Investment
Connecticut
$762K +$218K +566 +40%
MAM
2006
Milestone Asset Management
Pennsylvania
$760K +$729K +1,890 New
PWA
2007
Providence Wealth Advisors
Illinois
$759K
DWP
2008
Daymark Wealth Partners
Ohio
$757K +$761K +1,971 New
JC
2009
Jentner Corp
Ohio
$757K -$3.86K -10 -0.5%
TFA
2010
TPG Financial Advisors
Oregon
$757K +$162K +421 +27%
GI
2011
Gradient Investments
Minnesota
$756K -$133K -344 -15%
PCM
2012
Palisade Capital Management
New Jersey
$756K -$189K -491 -20%
ACM
2013
Ardent Capital Management
Ohio
$755K +$759K +1,966 New
GAM
2014
GEM Asset Management
Michigan
$755K +$758K +1,964 New
CSIA
2015
Charles Schwab Investment Advisory
California
$753K -$92.6K -240 -11%
CI
2016
Cigna Investments
Connecticut
$753K +$135K +350 +22%
MWM
2017
Marion Wealth Management
Pennsylvania
$752K +$61.7K +160 +9%
OSNBOA
2018
Old Second National Bank of Aurora
Illinois
$751K +$59.4K +154 +9%
BDFN
2019
Bond & Devick Financial Network
Minnesota
$750K
AAM
2020
Austin Asset Management
Texas
$750K
BA
2021
Bridge Advisory
California
$747K -$29.3K -76 -4%
AFG
2022
Allegheny Financial Group
Pennsylvania
$744K +$22K +57 +3%
EIA
2023
Edgemoor Investment Advisors
Maryland
$742K +$329K +853 +79%
LWM
2024
Laidlaw Wealth Management
New York
$734K +$8.49K +22 +1%
LFG
2025
Lockerman Financial Group
California
$732K +$289K +750 +65%

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.