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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
BlackRock
1
BlackRock
New York
$28.3B +$2.03B +5,252,412 +8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.3B -$721M -1,869,279 -6%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$10.8B +$531M +1,377,174 +5%
Bank of America
4
Bank of America
North Carolina
$10.2B -$6.32B -16,385,733 -38%
AWA
5
Arete Wealth Advisors
Illinois
$9.3B +$1.41M +3,666 +18%
Creative Planning
6
Creative Planning
Kansas
$7.24B +$60.6M +157,018 +0.8%
Wells Fargo
7
Wells Fargo
California
$6.34B +$67.9M +175,871 +1%
Morgan Stanley
8
Morgan Stanley
New York
$4.71B -$428M -1,109,963 -8%
Goldman Sachs
9
Goldman Sachs
New York
$4.58B +$376M +973,527 +9%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$4.11B +$698M +1,807,554 +20%
JP Morgan Chase
11
JP Morgan Chase
New York
$3.84B +$464M +1,201,936 +14%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.43B +$39.4M +102,191 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.38B +$673M +1,745,095 +25%
LPL Financial
14
LPL Financial
California
$3.07B +$34.9M +90,519 +1%
FCAS
15
First Command Advisory Services
Texas
$3B +$991M +2,568,971 +49%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$2.34B -$57M -147,631 -2%
Truist Financial
17
Truist Financial
North Carolina
$2.23B -$97.8M -253,443 -4%
US Bancorp
18
US Bancorp
Minnesota
$2.13B +$81.2M +210,495 +4%
Ameriprise
19
Ameriprise
Minnesota
$2.12B -$5.84M -15,125 -0.3%
NMIFOAC
20
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.68B
Osaic Holdings
21
Osaic Holdings
Arizona
$1.49B -$399M -1,035,052 -21%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.38B +$131M +338,628 +11%
Mariner
23
Mariner
Kansas
$1.31B +$98.5M +255,367 +8%
Northern Trust
24
Northern Trust
Illinois
$1.26B +$106M +274,881 +9%
AllianceBernstein
25
AllianceBernstein
Tennessee
$1.25B +$54.6M +141,357 +5%

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.