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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
CAP
2076
Columbia Advisory Partners
Washington
$648K +$651K +1,686 New
SIAS
2077
Summit Investment Advisory Services
Minnesota
$647K +$650K +1,685 New
GAB
2078
German American Bancorp
Indiana
$647K
ST
2079
Spinnaker Trust
Maine
$645K +$218K +565 +51%
MMPW
2080
Mitchell McLeod Pugh & Williams
Alabama
$643K +$49K +127 +8%
MIC
2081
Means Investment Company
Maine
$641K +$16.2K +42 +3%
RF
2082
Rollins Financial
Georgia
$638K +$27.4K +71 +4%
TWD
2083
True Wealth Design
Ohio
$637K +$639K +1,657 New
SAM
2084
Sompo Asset Management
Japan
$637K +$639K +1,657 New
WCM
2085
Whitener Capital Management
North Carolina
$636K -$72.9K -189 -10%
DDC
2086
DF Dent & Co
Maryland
$636K -$2.04M -5,283 -76%
IPW
2087
Inlet Private Wealth
Florida
$635K +$8.88K +23 +1%
TWP
2088
Transparent Wealth Partners
Arkansas
$633K -$98K -254 -13%
HFAS
2089
Hummer Financial Advisory Services
Illinois
$632K
JBA
2090
Johnson Bixby & Associates
Washington
$631K
HCM
2091
HMS Capital Management
Tennessee
$630K +$169K +439 +37%
APIM
2092
Agate Pass Investment Management
Washington
$630K +$9.26K +24 +1%
BEI
2093
Benjamin Edwards Inc
Missouri
$629K +$2.31K +6 +0.4%
CA
2094
Carson Advisory
Georgia
$629K -$2.7K -7 -0.4%
CAMG
2095
CWA Asset Management Group
Florida
$627K +$41.3K +107 +7%
AWA
2096
AmeriServ Wealth Advisors
Pennsylvania
$627K
CS
2097
Cannell & Spears
New York
$624K
Mawer Investment Management
2098
Mawer Investment Management
Alberta, Canada
$624K +$626K +1,623 New
BFA
2099
Bragg Financial Advisors
North Carolina
$623K -$38.6K -100 -6%
MIAS
2100
Mason Investment Advisory Services
Virginia
$623K +$626K +1,622 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.