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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
MRCM
2376
M&R Capital Management
New Jersey
$328K
TWM
2377
TMD Wealth Management
Arizona
$327K
FWA
2378
FSC Wealth Advisors
New York
$327K +$57.1K +148 +21%
FWM
2379
Finer Wealth Management
Massachusetts
$327K -$5.79K -15 -2%
BFS
2380
Bickling Financial Services
Massachusetts
$326K +$14.3K +37 +5%
ACM
2381
Alpha Capital Management
Texas
$326K +$8.88K +23 +3%
ZIG
2382
Zurich Insurance Group
Switzerland
$324K
MA
2383
Mezzasalma Advisors
New Jersey
$323K -$23.9K -62 -7%
RCM
2384
Radnor Capital Management
Pennsylvania
$320K
IHWM
2385
Iron Horse Wealth Management
Iowa
$319K +$320K +830 New
NAMM
2386
NorthStar Asset Management (Massachusetts)
Massachusetts
$317K
FPGT
2387
Financial Partners Group (Tennessee)
Tennessee
$317K +$319K +826 New
NWA
2388
Navis Wealth Advisors
New York
$317K +$20.1K +52 +7%
RCS
2389
Retirement Capital Strategies
California
$317K
AIM
2390
Avity Investment Management
Connecticut
$315K
AIM
2391
Axiom Investment Management
New York
$315K -$257K -667 -45%
PRWA
2392
Platte River Wealth Advisors
Colorado
$314K +$47.9K +124 +18%
CWA
2393
Continuum Wealth Advisors
New York
$314K +$315K +817 New
CNC
2394
Citizens & Northern Corp
Pennsylvania
$313K
HIA
2395
HTG Investment Advisors
Connecticut
$311K +$313K +810 New
CRWM
2396
Castle Rock Wealth Management
California
$310K +$294K +763 New
RCC
2397
Red Cedar Capital
Nebraska
$309K
MAWA
2398
Moss Adams Wealth Advisors
Washington
$308K +$310K +803 New
DA
2399
Dover Advisors
Virginia
$308K +$310K +802 New
PP
2400
PrairieView Partners
Minnesota
$307K +$303K +785 +5,233%

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.