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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
IAG
2201
Ipsen Advisor Group
Arkansas
$498K +$501K +1,297 New
WFA
2202
WMG Financial Advisors
Tennessee
$497K -$85.7K -222 -15%
SW
2203
SMART Wealth
Nebraska
$496K +$498K +1,291 New
HFG
2204
Heron Financial Group
New York
$494K -$78.7K -204 -14%
CIP
2205
Chartwell Investment Partners
Pennsylvania
$494K
SWA
2206
Sutton Wealth Advisors
Florida
$493K +$19.7K +51 +4%
GWA
2207
Geometric Wealth Advisors
District of Columbia
$493K +$496K +1,284 New
RRCM
2208
Rappaport Reiches Capital Management
Illinois
$493K
KOMWMG
2209
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$492K -$47.1K -122 -9%
AFO
2210
Allie Family Office
Florida
$491K +$479K +1,242 New
PWP
2211
Principle Wealth Partners
Connecticut
$490K -$14.3K -37 -3%
WA1
2212
Wimmer Associates 1
California
$490K
JF
2213
Joule Financial
Kentucky
$490K +$51.7K +134 +12%
IWS
2214
Insight Wealth Strategies
California
$489K -$9.65K -25 -2%
MFG
2215
Monte Financial Group
Connecticut
$488K -$121K -313 -20%
OIM
2216
Opus Investment Management
Massachusetts
$488K
CWAG
2217
Compton Wealth Advisory Group
Virginia
$488K
PCH
2218
PGIM Custom Harvest
New Jersey
$487K +$489K +1,267 New
PS
2219
Portfolio Strategies
New York
$484K
DA
2220
Drake & Associates
Wisconsin
$483K +$220K +570 +83%
WF
2221
WoodTrust Financial
Wisconsin
$483K +$31.3K +81 +7%
IAS
2222
Insigneo Advisory Services
Florida
$483K +$485K +1,256 New
PFM
2223
Patton Fund Management
Texas
$482K -$14.4M -37,261 -97%
AW
2224
Avion Wealth
Texas
$482K
OHIS
2225
Oak Harvest Investment Services
Texas
$482K -$197K -511 -29%

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.