We are live on ! Find out more
SLV icon

iShares Silver Trust

737 hedge funds and large institutions have $4.1B invested in iShares Silver Trust in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 161 increasing their positions, 226 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 65

102% more capital invested

Capital invested by funds: $2.03B → $4.1B (+$2.07B)

62% more funds holding in top 10

Funds holding in top 10: 1321 (+8)

53% more call options, than puts

Call options by funds: $4.51B | Put options by funds: $2.95B

11% more funds holding

Funds holding: 666737 (+71)

0.68% more ownership

Funds ownership: 22.25%22.93% (+0.68%)

29% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 226

Holders
737
Holders Change
+71
Holders Change %
+10.66%
% of All Funds
11.85%
Holding in Top 10
21
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+61.54%
% of All Funds
0.34%
New
155
Increased
161
Reduced
226
Closed
65
Calls
$4.51B
Puts
$2.95B
Net Calls
+$1.56B
Net Calls Change
+$369M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
701
Benjamin Edwards Inc
Missouri
$5K
JWM
702
Janiczek Wealth Management
Colorado
$4.92K
NC
703
NewSquare Capital
Pennsylvania
$4.89K +$4.35K +222 New
BA
704
Bellwether Advisors
Nebraska
$4.4K
SCA
705
Stonebridge Capital Advisors
Minnesota
$4.4K
FP
706
Financial Perspectives
Minnesota
$4.4K +$1.96K +100 +100%
CAL
707
Capital Analysts LLC
Pennsylvania
$4K
SFCL
708
Strengthening Families & Communities LLC
Massachusetts
$4K
GBT
709
Grove Bank & Trust
Florida
$4K +$3.58K +183 New
CMA
710
Cedar Mountain Advisors
Oregon
$3.74K
BAM
711
Byrne Asset Management
New Jersey
$3.52K
AF
712
Affiance Financial
Minnesota
$3.52K +$3.13K +160 New
CSC
713
Caldwell Sutter Capital
California
$3.52K +$3.13K +160 New
GIA
714
GHP Investment Advisors
Colorado
$3.24K
FCMT
715
Founders Capital Management (Texas)
Texas
$3K
VNA
716
Valley National Advisers
Pennsylvania
$3K
HPC
717
HM Payson & Co
Maine
$2.55K -$39.2K -2,000 -95%
BWM
718
BerganKDV Wealth Management
Minnesota
$2.4K
WSC
719
Wellington Shields & Co
New York
$2.2K -$58.8K -3,000 -97%
PMFA
720
Plante Moran Financial Advisors
Michigan
$2.2K -$27.4K -1,400 -93%
AWM
721
AllSquare Wealth Management
New York
$2.09K
PPWM
722
PFG Private Wealth Management
Florida
$2K
PGAM
723
Princeton Global Asset Management
New Jersey
$2K
ANBT
724
American National Bank & Trust
Texas
$2K +$1.96K +100 New
IHWM
725
Iron Horse Wealth Management
Iowa
$2K +$1.96K +100 New

SLV Hedge Fund Activity: Q4 2022 in Review

737 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Silver Trust (SLV) for Q4 2022, worth a combined $4.1B — up 102% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SLV positions and 65 closed out — a net gain of 90 holders — while 161 added to existing stakes and 226 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $41.4M. The largest seller was UBS Group, cutting an estimated $48.5M.

  • 737 institutional investors held iShares Silver Trust (SLV) as of Q4 2022, up from 666 in Q3 2022.
  • Funds reported $4.1B of iShares Silver Trust stock for Q4 2022, up 102% quarter-over-quarter.
  • 155 funds opened new iShares Silver Trust positions in Q4 2022 and 65 closed out, a net change of +90 holders.
  • The largest iShares Silver Trust buyer in Q4 2022 was Wellington Management Group, an estimated $41.4M added.
  • The largest iShares Silver Trust seller in Q4 2022 was UBS Group, an estimated $48.5M sold.

Based on aggregated 13F filings for Q4 2022.