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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
SEIA
2426
Signature Estate & Investment Advisors
California
$289K -$87.6K -227 -23%
OFS
2427
OneAscent Financial Services
Alabama
$289K +$33.2K +86 +13%
GFWA
2428
Grey Fox Wealth Advisors
Delaware
$288K +$289K +750 New
SAM
2429
Seelaus Asset Management
New Jersey
$288K
JWCA
2430
J.W. Coons Advisors
Ohio
$287K
BFA
2431
Bill Few Associates
Pennsylvania
$287K +$23.2K +60 +9%
PD
2432
Planning Directions
Pennsylvania
$285K +$772 +2 +0.3%
GCP
2433
Gill Capital Partners
Colorado
$284K -$3.09K -8 -1%
VT
2434
Vise Technologies
New York
$283K +$284K +736 New
RFN
2435
RDA Financial Network
Iowa
$283K -$35.9K -93 -11%
SSWM
2436
Strait & Sound Wealth Management
California
$282K +$272K +705 New
BCM
2437
Birch Capital Management
Texas
$281K +$282K +732 New
JWBC
2438
J.W. Burns & Co
New York
$281K
FA
2439
Fiduciary Alliance
South Carolina
$280K +$281K +729 New
AWM
2440
AllSquare Wealth Management
New York
$280K -$19.3K -50 -6%
WTFG
2441
Wells Trecaso Financial Group
Ohio
$279K
CFFP
2442
Center for Financial Planning
Michigan
$277K -$46.3K -120 -14%
AC
2443
Annandale Capital
Texas
$275K +$276K +716 New
AP
2444
Atwood & Palmer
Missouri
$275K
BFIM
2445
Beese Fulmer Investment Management
Ohio
$274K +$275K +713 New
DIP
2446
DT Investment Partners
Pennsylvania
$274K
CWP
2447
Cyndeo Wealth Partners
Florida
$273K +$274K +711 New
SPWM
2448
Spartan Planning & Wealth Management
North Carolina
$272K +$243K +630 +808%
CAM
2449
Columbia Asset Management
Michigan
$272K
PMG
2450
Private Management Group
California
$271K +$50.6K +131 +23%

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.