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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
PT
2176
Plimoth Trust
Massachusetts
$524K -$28.9K -75 -5%
SWM
2177
Shakespeare Wealth Management
Wisconsin
$522K -$15.4K -40 -3%
HFP
2178
Holistic Financial Partners
Indiana
$521K +$215K +557 +70%
NSB
2179
Norway Savings Bank
Maine
$517K -$7.72K -20 -1%
CCT
2180
Capital City Trust
Florida
$517K
LJHT
2181
Laurie J. Hall Trustee
$517K -$11.6K -30 -2%
AGA
2182
Arkos Global Advisors
Texas
$516K -$4.63K -12 -0.9%
FPB
2183
First PREMIER Bank
South Dakota
$516K +$147K +382 +40%
RIP
2184
RAM Investment Partners
Washington
$516K +$518K +1,342 New
WAM
2185
Worth Asset Management
Texas
$515K
E
2186
ETFidea
New York
$514K +$86.8K +225 +20%
FM
2187
Foster & Motley
Ohio
$513K -$10.4K -27 -2%
RPG
2188
Resource Planning Group
Georgia
$512K +$2.7K +7 +0.5%
IA
2189
Inspire Advisors
Idaho
$512K +$40.9K +106 +9%
FAN
2190
Financial Advisors Network
California
$511K -$7.33K -19 -1%
SCM
2191
Seascape Capital Management
New Hampshire
$509K +$2.31K +6 +0.5%
PFG
2192
Pinnacle Financial Group
Illinois
$508K +$84.5K +219 +20%
WA
2193
Wambolt & Associates
Colorado
$506K +$4.63K +12 +0.9%
SFB
2194
STAR Financial Bank
Indiana
$506K +$508K +1,316 New
CAM
2195
Cozad Asset Management
Illinois
$504K
MHR
2196
Matthew Hamilton Rosenberg
$503K -$91.1K -236 -15%
TFG
2197
Tilson Financial Group
New Jersey
$503K +$505K +1,308 New
TC
2198
Tenret Company
Florida
$502K
NWM
2199
NEIRG Wealth Management
Massachusetts
$501K
AWC
2200
Adamsbrown Wealth Consultants
Kansas
$498K +$31.6K +82 +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.