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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
CWMGP
2151
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$558K +$1.16K +3 +0.2%
TPWM
2152
Twelve Points Wealth Management
Massachusetts
$557K +$16.2K +42 +3%
FRA
2153
Front Row Advisors
California
$556K +$2.7K +7 +0.5%
CAM
2154
Close Asset Management
United Kingdom
$555K -$3.86K -10 -0.7%
AC
2155
Apella Capital
Connecticut
$555K -$146K -379 -21%
WCA
2156
Waypoint Capital Advisors
Minnesota
$552K
RP
2157
Riverwater Partners
Wisconsin
$551K +$554K +1,435 New
SFS
2158
Security Financial Services
Indiana
$551K -$98.8K -256 -15%
CF
2159
Convergence Financial
Missouri
$547K +$12.3K +32 +2%
WIM
2160
Warwick Investment Management
Texas
$547K +$2.7K +7 +0.5%
RCG
2161
Rock Creek Group
District of Columbia
$545K -$50.2K -130 -8%
EWP
2162
Engrave Wealth Partners
Texas
$542K +$772 +2 +0.1%
IWM
2163
Iams Wealth Management
Nebraska
$538K +$541K +1,401 New
MHB
2164
Midwest Heritage Bank
Iowa
$536K
MBTD
2165
Mechanics Bank - Trust Department
California
$536K +$19.3K +50 +4%
GC
2166
Gibson Capital
Pennsylvania
$536K
KAH
2167
Kathryn A. Hall
$532K -$329K -852 -38%
WKWM
2168
Walter & Keenan Wealth Management
Indiana
$531K +$534K +1,383 New
BSI
2169
Bennett Selby Investments
Maine
$531K -$13.9K -36 -3%
VFPI
2170
Vantage Financial Partners (Illinois)
Illinois
$531K +$78.7K +204 +17%
PA
2171
Prism Advisors
California
$531K
BB
2172
Bell Bank
North Dakota
$529K +$67.1K +174 +14%
DIA
2173
Dana Investment Advisors
Wisconsin
$527K +$139K +359 +35%
SAMC
2174
Spectrum Asset Management (California)
California
$526K -$3.86K -10 -0.7%
GWWM
2175
Great Waters Wealth Management
Minnesota
$524K +$503K +1,303 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.