We are live on ! Find out more
IVV icon

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
LEFP
2351
Leading Edge Financial Planning
Tennessee
$346K +$348K +902 New
CCA
2352
Cravens & Co Advisors
Tennessee
$346K +$347K +900 New
AHC
2353
Adell Harriman & Carpenter
Texas
$345K -$3.86K -10 -1%
GC
2354
Garde Capital
Washington
$344K
EP
2355
EPIQ Partners
Minnesota
$344K +$386 +1 +0.1%
CWMU
2356
Caliber Wealth Management (Utah)
Utah
$343K -$151K -392 -30%
OPCM
2357
Osborne Partners Capital Management
California
$343K +$345K +893 New
OWA
2358
Octavia Wealth Advisors
Ohio
$342K -$16.2K -42 -5%
Wealthfront Advisers
2359
Wealthfront Advisers
California
$342K +$11.6K +30 +3%
WH
2360
Willner & Heller
California
$340K +$20.1K +52 +6%
NCM
2361
Neumann Capital Management
California
$340K +$32.8K +85 +11%
CFA
2362
Capstone Financial Advisors
Illinois
$339K -$10K -26 -3%
UBG
2363
United Bank (Georgia)
Georgia
$338K -$5.02K -13 -1%
RA
2364
Rise Advisors
New York
$337K +$5.4K +14 +2%
SHA
2365
Seneca House Advisors
Virginia
$337K -$52.9K -137 -14%
CP
2366
Covenant Partners
Tennessee
$336K
HCM
2367
Howland Capital Management
Massachusetts
$334K -$44.4K -115 -12%
DAM
2368
Delta Asset Management
Tennessee
$334K +$7.72K +20 +2%
RCG
2369
Regatta Capital Group
California
$333K +$122K +316 +57%
PA
2370
Probity Advisors
Texas
$333K +$334K +866 New
TPW
2371
TL Private Wealth
Texas
$331K +$9.65K +25 +3%
SWM
2372
SFG Wealth Management
Maryland
$330K +$3.86K +10 +1%
TA
2373
TruWealth Advisors
Louisiana
$330K
TF
2374
Theory Financial
Colorado
$330K +$331K +859 New
VAG
2375
VisionPoint Advisory Group
Texas
$330K +$307K +795 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.