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
AWM
2401
Align Wealth Management
Oklahoma
$306K +$329K +853 New
GWAG
2402
Garrett Wealth Advisory Group
Texas
$305K
AC
2403
AIFG Consultants
New York
$304K +$306K +792 New
OBGC
2404
O'Brien Greene & Co
Pennsylvania
$304K -$674K -1,746 -69%
WA
2405
WealthTrust Axiom
Pennsylvania
$304K
WOC
2406
West Oak Capital
California
$302K
ZIG
2407
Zuckerman Investment Group
Illinois
$302K
MCIA
2408
Mountain Capital Investment Advisors
Colorado
$301K -$74.5K -193 -20%
MIP
2409
Marietta Investment Partners
Wisconsin
$300K
ANBT
2410
American National Bank & Trust
Texas
$299K +$33.6K +87 +13%
AIM
2411
Alhambra Investment Management
Florida
$298K -$504K -1,305 -63%
CI
2412
Ceera Investments
Texas
$298K +$30.9K +80 +12%
PW
2413
Peninsula Wealth
California
$298K +$1.54K +4 +0.5%
DFA
2414
Delta Financial Advisors
Louisiana
$297K +$1.93K +5 +0.7%
TIM
2415
Tevis Investment Management
Texas
$297K -$63.3K -164 -18%
BC
2416
Brio Consultants
California
$296K -$19.3K -50 -6%
AMBIA
2417
Allen Mooney & Barnes Investment Advisors
Georgia
$295K +$1.16K +3 +0.4%
RPSA
2418
Richard P. Slaughter Associates
Texas
$295K -$258K -669 -47%
B
2419
Bensler
Washington
$295K +$35.1K +91 +13%
FA
2420
Fagan Associates
New York
$295K
LDB
2421
Lee, Danner & Bass
Tennessee
$291K -$9.65K -25 -3%
MWA
2422
Monograph Wealth Advisors
California
$290K
WAM
2423
WealthTrust Asset Management
Florida
$290K +$1.54K +4 +0.5%
SPI
2424
Sutton Place Investors
New York
$289K -$10K -26 -3%
CSB
2425
City State Bank
Iowa
$289K -$104K -270 -21%

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.