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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
VPIM
2301
Vanguard Personalized Indexing Management
California
$396K +$46.7K +121 +13%
HFM
2302
Hartford Funds Management
Pennsylvania
$395K +$397K +1,029 New
UBV
2303
United Bank (Virginia)
Virginia
$394K -$100K -259 -20%
CWP
2304
CFM Wealth Partners
Texas
$393K
ADIM
2305
Alpha DNA Investment Management
Maryland
$393K +$6.95K +18 +2%
KFC
2306
Klingenstein Fields & Co
New York
$393K +$4.25K +11 +1%
KFS
2307
Kaizen Financial Strategies
California
$392K -$361K -936 -49%
FFWM
2308
Future Financial Wealth Management
Ohio
$392K
OBWP
2309
O'Brien Wealth Partners
Massachusetts
$392K
FFG
2310
Fullen Financial Group
Ohio
$392K +$386 +1 +0.1%
ISWM
2311
Independent Solutions Wealth Management
New York
$392K +$394K +1,020 New
FNBOMD
2312
First National Bank of Mount Dora
Florida
$391K
AWM
2313
Accurate Wealth Management
Florida
$391K -$197K -510 -34%
TAM
2314
Townsend Asset Management
North Carolina
$389K +$10K +26 +3%
RW
2315
REDW Wealth
New Mexico
$386K -$298K -771 -43%
EB
2316
Eastern Bank
Massachusetts
$384K
MP
2317
McDonald Partners
Ohio
$382K +$2.7K +7 +0.7%
RWM
2318
Rockwood Wealth Management
Pennsylvania
$381K +$42.5K +110 +12%
PAWA
2319
Palo Alto Wealth Advisors
California
$381K +$383K +992 New
FFG
2320
Frisch Financial Group
New York
$381K -$288K -746 -43%
AA
2321
Advisory Alpha
Michigan
$381K +$382K +990 New
TCM
2322
Tandem Capital Management
New Jersey
$380K
BPFA
2323
Barnes Pettey Financial Advisors
Mississippi
$378K +$14.3K +37 +4%
AAIM
2324
Asset Advisors Investment Management
Georgia
$376K -$5.4K -14 -1%
LWM
2325
Lodestone Wealth Management
Washington
$376K +$378K +979 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.