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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
IRAG
2026
Investment Research & Advisory Group
Georgia
$732K +$41.7K +108 +6%
PWM
2027
Prosperity Wealth Management
California
$731K +$734K +1,903 New
FAT
2028
First American Trust
California
$729K -$13.9K -36 -2%
SHWM
2029
Silicon Hills Wealth Management
Texas
$729K -$190K -492 -21%
Vontobel Holding
2030
Vontobel Holding
Switzerland
$727K +$208K +540 +40%
SVCP
2031
Silicon Valley Capital Partners
California
$726K -$197K -511 -21%
TIA
2032
Tiemann Investment Advisors
California
$723K -$17.4K -45 -2%
SC
2033
Searle & Co
Connecticut
$714K
SIS
2034
Sound Income Strategies
Florida
$714K -$575K -1,490 -45%
CNFG
2035
Creegan & Nassoura Financial Group
New Hampshire
$713K
CHP
2036
Cable Hill Partners
Oregon
$711K -$30.1K -78 -4%
ZIM
2037
Zacks Investment Management
Illinois
$710K -$862K -2,234 -55%
WLIM
2038
White Lighthouse Investment Management
Massachusetts
$709K +$173K +449 +32%
FBT
2039
First Bank & Trust
South Dakota
$706K
W
2040
WealthOne
New York
$705K +$140K +363 +25%
CFAM
2041
Coury Firm Asset Management
Pennsylvania
$704K +$6.56K +17 +0.9%
FSA
2042
Fort Sheridan Advisors
Illinois
$698K -$697K -1,806 -50%
PCM
2043
Princeton Capital Management
New Jersey
$698K
AAM
2044
American Asset Management
Florida
$696K +$699K +1,812 New
CWM
2045
Chicago Wealth Management
Illinois
$696K +$699K +1,812 New
HWA
2046
HHM Wealth Advisors
Tennessee
$695K +$201K +521 +40%
ACIM
2047
Azimuth Capital Investment Management
Michigan
$694K -$19.3K -50 -3%
VAFP
2048
Vahanian & Associates Financial Planning
New York
$694K -$50.2K -130 -7%
DSN
2049
D. Scott Neal
Kentucky
$693K
MWM
2050
Meritas Wealth Management
California
$692K +$695K +1,800 New

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.