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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
APWA
2101
Atlas Private Wealth Advisors
New Jersey
$623K
WIC
2102
Woodmont Investment Counsel
Tennessee
$622K +$69.1K +179 +12%
MHWM
2103
Montz Harcus Wealth Management
Louisiana
$620K +$12.3K +32 +2%
WW
2104
Waterfront Wealth
Kansas
$620K +$39K +101 +7%
NLP
2105
Next Level Private
New York
$619K +$772 +2 +0.1%
SIA
2106
Strategic Investment Advisors
Michigan
$618K -$713K -1,848 -53%
APW
2107
Aurora Private Wealth
New Jersey
$617K -$37.8K -98 -6%
JJBC
2108
James J. Burns & Company
New York
$615K -$2.31K -6 -0.4%
IFS
2109
Ifrah Financial Services
Arkansas
$611K -$14.3K -37 -2%
CGH
2110
Crossmark Global Holdings
Texas
$611K
CMS
2111
Capital Market Strategies
Florida
$610K +$9.65K +25 +2%
JWS
2112
Juncture Wealth Strategies
Arizona
$610K -$108K -280 -15%
JLBC
2113
J.L. Bainbridge & Co
Florida
$603K +$26.6K +69 +5%
MW
2114
MBL Wealth
North Carolina
$602K +$50.2K +130 +9%
IP
2115
Ignite Planners
California
$602K +$570K +1,476 New
JCM
2116
Jacobi Capital Management
Pennsylvania
$601K -$3.86K -10 -0.6%
RFM
2117
Royal Fund Management
Florida
$598K +$230K +597 +62%
FF
2118
Financial Futures
New Jersey
$598K -$43.2K -112 -7%
VRM
2119
Vectors Research Management
New York
$597K -$3.86K -10 -0.6%
BW
2120
Basepoint Wealth
Iowa
$595K +$235K +609 +65%
AC
2121
Anson Capital
Georgia
$595K -$37.8K -98 -6%
WIA
2122
Westbourne Investment Advisors
Maryland
$595K +$386 +1 +0.1%
TWM
2123
Tradition Wealth Management
Minnesota
$595K +$1.16K +3 +0.2%
RAG
2124
RIA Advisory Group
Iowa
$595K +$597K +1,548 New
BP
2125
BCK Partners
New York
$592K -$47.5K -123 -7%

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.