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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
WA
2126
Wealthstar Advisors
Texas
$592K
TH
2127
Team Hewins
California
$592K +$594K +1,540 New
AFG
2128
Altiora Financial Group
Ohio
$591K +$594K +1,538 New
Legal & General Group
2129
Legal & General Group
United Kingdom
$589K +$335K +869 +131%
BMA
2130
Brooks Moore & Associates
Tennessee
$586K
ERIM
2131
Eagle Ridge Investment Management
Connecticut
$585K -$53.3K -138 -8%
HGWM
2132
Horst & Graben Wealth Management
Oregon
$583K +$5.79K +15 +1%
MCCP
2133
Mission Creek Capital Partners
California
$583K -$116K -301 -17%
WWM
2134
WT Wealth Management
Arizona
$582K
CISOA
2135
Capital Investment Services of America
Wisconsin
$581K
ACM
2136
Advance Capital Management
Michigan
$580K +$150K +388 +35%
SIS
2137
Strategic Investment Solutions
Illinois
$580K +$534K +1,385 New
OHWP
2138
Oak Harbor Wealth Partners
North Carolina
$577K +$139K +361 +32%
CAI
2139
Capital Advisors Inc
Oklahoma
$575K +$105K +273 +22%
NSAM
2140
North Star Asset Management
Wisconsin
$575K +$17.4K +45 +3%
VNB
2141
Virginia National Bank
Virginia
$571K -$724K -1,875 -56%
IWN
2142
Independent Wealth Network
Iowa
$571K -$262K -678 -31%
SHWM
2143
Smith & Howard Wealth Management
Georgia
$569K -$66.4K -172 -10%
PS
2144
Planned Solutions
California
$567K -$3.86K -10 -0.7%
SGA
2145
Sustainable Growth Advisers
Connecticut
$566K +$569K +1,474 New
HWM
2146
Horizons Wealth Management
North Carolina
$566K +$38.6K +100 +7%
WFA
2147
Wade Financial Advisory
California
$566K +$5.4K +14 +1%
SL
2148
Summitry LLC
California
$565K -$39K -101 -6%
SC
2149
Shearwater Capital
Colorado
$561K
DI
2150
DDFG Inc
California
$558K +$561K +1,454 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.