iShares Core S&P 500 ETF
IVV
2,719 hedge funds and large institutions have $240B invested in iShares Core S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 1,143 increasing their positions, 1,056 reducing their positions, and 75 closing their positions.
154% more call options, than puts
Call options by funds: $460M | Put options by funds: $181M
97% more first-time investments, than exits
New positions opened: 148 | Existing positions closed: 75
10% more capital invested
Capital invested by funds: $217B → $240B (+$22.7B)
4% more funds holding in top 10
Funds holding in top 10: 848 → 882 (+34)
2% more funds holding
Funds holding: 2,674 → 2,719 (+45)
1.3% more ownership
Funds ownership: 71.04% → 72.34% (+1.3%)
8% more repeat investments, than reductions
Existing positions increased: 1,143 | Existing positions reduced: 1,056
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$1.99B |
| 2 |
Millennium Management
New York
|
+$1.59B |
| 3 |
SC
Soundwatch Capital
Rowayton,
Connecticut
|
+$970M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$617M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$586M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.45B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$982M |
| 3 |
JSTA
Japan Science & Technology Agency
Tokyo,
Japan
|
-$909M |
| 4 |
Citigroup
New York
|
-$709M |
| 5 |
MYLI
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
-$436M |
IVV Hedge Fund Activity: Q2 2023 in Review
2,719 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q2 2023, worth a combined $240B — up 10% from $217B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new IVV positions and 75 closed out — a net gain of 73 holders — while 1,143 added to existing stakes and 1,056 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $1.99B. The largest seller was BlackRock, cutting an estimated $1.45B.
- 2,719 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2023, up from 2,674 in Q1 2023.
- Funds reported $240B of iShares Core S&P 500 ETF stock for Q2 2023, up 10% quarter-over-quarter.
- 148 funds opened new iShares Core S&P 500 ETF positions in Q2 2023 and 75 closed out, a net change of +73 holders.
- The largest iShares Core S&P 500 ETF buyer in Q2 2023 was Marshall Wace, an estimated $1.99B added.
- The largest iShares Core S&P 500 ETF seller in Q2 2023 was BlackRock, an estimated $1.45B sold.
Based on aggregated 13F filings for Q2 2023.