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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
VCM
2226
Violich Capital Management
California
$481K
TW
2227
TrinityPoint Wealth
Connecticut
$480K +$38.6K +100 +9%
ETIA
2228
Epic Trust Investment Advisors
Washington
$478K +$77.6K +201 +19%
BFAG
2229
Blackston Financial Advisory Group
Florida
$477K +$30.1K +78 +7%
AA
2230
AlphaQ Advisors
Florida
$476K +$850K +2,203 New
LA
2231
LVW Advisors
New York
$474K -$89.9K -233 -16%
OA
2232
Operose Advisors
Wisconsin
$472K +$303K +785 +177%
CWP
2233
Concord Wealth Partners
Virginia
$472K -$142K -369 -23%
FW
2234
FirstPurpose Wealth
Utah
$469K +$1.93K +5 +0.4%
HFS
2235
Haverford Financial Services
Pennsylvania
$469K +$44.4K +115 +10%
MAS
2236
Madden Advisory Services
Florida
$468K +$8.1K +21 +2%
MCM
2237
Morton Capital Management
California
$468K +$71K +184 +18%
SBF
2238
Sara-Bay Financial
Florida
$464K -$13.1K -34 -3%
SDWIA
2239
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$463K +$40.9K +106 +10%
MLL
2240
Moody Lynn & Lieberson
Massachusetts
$462K
YCM
2241
Yousif Capital Management
Michigan
$461K
FAM
2242
Fenimore Asset Management
New York
$461K
PIFP
2243
Partners in Financial Planning
Virginia
$461K
FFP
2244
FourThought Financial Partners
Florida
$460K +$462K +1,196 New
DCM
2245
Donaldson Capital Management
Indiana
$460K -$3.09K -8 -0.7%
SCI
2246
Stableford Capital II
Arizona
$458K
TNA
2247
True North Advisors
Texas
$458K +$15.4K +40 +3%
AIC
2248
Archer Investment Corporation
Indiana
$458K +$136K +353 +42%
HA
2249
Hofer & Associates
California
$457K
ISL
2250
Ingalls & Snyder LLC
New York
$456K -$47.9K -124 -9%

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.