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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
BCM
201
Brookstone Capital Management
Illinois
$90.9M -$1.26M -3,274 -1%
LGWM
202
Litman Gregory Wealth Management
California
$90.4M -$3.59M -9,308 -4%
Kayne Anderson Rudnick Investment Management
203
Kayne Anderson Rudnick Investment Management
California
$90.1M -$3.01M -7,805 -3%
CB
204
Commerce Bank
Missouri
$90M +$824K +2,134 +0.9%
SPP
205
Single Point Partners
Massachusetts
$88.3M +$6.22M +16,119 +8%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$87.6M -$1.38M -3,575 -2%
SC
207
Soundwatch Capital
Connecticut
$87M -$3.76M -9,744 -4%
SSB
208
Sandy Spring Bank
Maryland
$86.9M +$3.14M +8,146 +4%
AWC
209
Abundance Wealth Counselors
Pennsylvania
$86.8M -$863K -2,237 -1%
WA
210
Waverly Advisors
Alabama
$84.5M +$9.79M +25,375 +13%
PP
211
Prudential plc
United Kingdom
$82.8M +$1.91M +4,941 +2%
PFM
212
Phillips Financial Management
Indiana
$82.4M +$2.68M +6,936 +3%
DC
213
Deere & Company
Illinois
$81.5M +$81.9M +212,140 New
RWM
214
Rezny Wealth Management
Florida
$81.3M -$1.29M -3,342 -2%
MGB
215
Mass General Brigham
Massachusetts
$81.2M -$34.2M -88,609 -30%
Jones Financial Companies
216
Jones Financial Companies
Missouri
$81M +$73.3M +189,838 +904%
BTI
217
Blue Trust Inc
Georgia
$80.9M -$5.84M -15,141 -6%
SAM
218
Securian Asset Management
Minnesota
$79.1M
HS
219
Horan Securities
United States
$77.9M +$6.77M +17,546 +9%
FDCDDQ
220
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.9M +$3.23M +8,373 +4%
Rafferty Asset Management
221
Rafferty Asset Management
New York
$77.4M +$3.94M +10,197 +5%
SIM
222
SSI Investment Management
California
$76.4M -$142K -368 -0.2%
FIB
223
First Interstate Bank
Montana
$76M +$9.65M +25,011 +14%
Russell Investments Group
224
Russell Investments Group
United Kingdom
$75.9M +$71M +183,990 +12,097%
RIS
225
Retirement Income Solutions
Michigan
$75.7M +$13.9M +35,971 +22%

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.