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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
AWM
2326
Aberdeen Wealth Management
Illinois
$375K
MG
2327
MilWealth Group
Wisconsin
$374K
HVIA
2328
Hudson Valley Investment Advisors
New York
$372K +$373K +967 New
GBWM
2329
Granite Bay Wealth Management
New Hampshire
$371K +$372K +965 New
MSR
2330
Main Street Research
Connecticut
$368K -$169K -437 -31%
FNT
2331
First Nebraska Trust
Nebraska
$368K -$10.4K -27 -3%
PEA
2332
Park Edge Advisors
Ohio
$368K +$369K +957 New
MA
2333
MAS Advisors
Florida
$367K -$439K -1,137 -54%
WA
2334
Wealthstream Advisors
New York
$366K +$3.86K +10 +1%
FNBSF
2335
First National Bank Sioux Falls
South Dakota
$363K
CA
2336
Cambridge Advisors
Nebraska
$362K
HP
2337
Hyperion Partners
Pennsylvania
$362K +$364K +942 New
BWM
2338
BlackDiamond Wealth Management
New York
$361K +$131K +339 +58%
SF
2339
Safeguard Financial
Wisconsin
$357K +$358K +928 New
BFS
2340
Beacon Financial Strategies
North Carolina
$355K
CNBT
2341
Cornerstone National Bank & Trust
Illinois
$355K
PA
2342
Paragon Advisors
Texas
$353K -$254K -659 -42%
TPW
2343
Tiller Private Wealth
Pennsylvania
$352K -$79.1K -205 -18%
ACM
2344
Altrius Capital Management
North Carolina
$351K
TAM
2345
Tucker Asset Management
Colorado
$351K +$386 +1 +0.1%
TWA
2346
Talisman Wealth Advisors
New Jersey
$350K +$352K +912 New
SAM
2347
Sequent Asset Management
Texas
$349K +$351K +909 New
YIH
2348
Y-Intercept (HK)
Hong Kong
$349K -$2.26M -5,856 -87%
AHB
2349
Abner Herrman & Brock
New Jersey
$348K +$83.4K +216 +31%
FCCM
2350
First City Capital Management
Georgia
$347K

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.