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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
TSS
2051
Two Sigma Securities
New York
$688K +$691K +1,790 New
MFG
2052
Mendota Financial Group
Wisconsin
$685K +$688K +1,783 New
HIF
2053
Hill Island Financial
Michigan
$684K +$687K +1,779 New
RFN
2054
Redwood Financial Network
Ohio
$681K -$78.3K -203 -10%
STCOSD
2055
Sageworth Trust Company of South Dakota
South Dakota
$681K
TCCM
2056
Timber Creek Capital Management
Massachusetts
$680K -$17.4K -45 -2%
CWA
2057
Clearview Wealth Advisors
Oregon
$678K +$386 +1 +0.1%
SCP
2058
Stevens Capital Partners
Nebraska
$678K +$681K +1,764 New
CNHF
2059
Conrad N. Hilton Foundation
California
$677K +$680K +1,763 New
TFA
2060
Triad Financial Advisors
North Carolina
$674K +$205K +531 +43%
SW
2061
SlateStone Wealth
Florida
$672K
VCM
2062
Vigilant Capital Management
Maine
$671K -$390K -1,010 -37%
CWM
2063
CCG Wealth Management
California
$667K +$116K +300 +21%
DWA
2064
Delap Wealth Advisory
Oregon
$666K +$669K +1,734 New
RK
2065
Rather & Kittrell
Tennessee
$665K
CANC
2066
Culbertson A N & Co
Virginia
$665K +$172K +446 +35%
HCM
2067
Hollencrest Capital Management
California
$664K +$336K +870 +102%
HFS
2068
Howard Financial Services
Texas
$661K -$297K -770 -31%
AWAG
2069
ARS Wealth Advisors Group
Florida
$661K +$377K +976 +131%
CNB
2070
Camden National Bank
Maine
$659K -$10.8K -28 -2%
T
2071
TCWP
Ohio
$656K -$1.35M -3,503 -67%
C
2072
CEDRUS
Colorado
$655K -$14.3K -37 -2%
IA
2073
Integrity Advisory
Kansas
$654K -$74.5K -193 -10%
AMCA
2074
Arthur M. Cohen & Associates
Illinois
$654K -$24.7K -64 -4%
FSG
2075
Financial Strategies Group
Michigan
$653K -$18.9K -49 -3%

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.