iShares Core S&P 500 ETF
IVV
3,016 hedge funds and large institutions have $295B invested in iShares Core S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 378 funds opening new positions, 1,265 increasing their positions, 1,041 reducing their positions, and 62 closing their positions.
510% more first-time investments, than exits
New positions opened: 378 | Existing positions closed: 62
22% more repeat investments, than reductions
Existing positions increased: 1,265 | Existing positions reduced: 1,041
18% more capital invested
Capital invested by funds: $249B → $295B (+$46B)
10% more funds holding
Funds holding: 2,742 → 3,016 (+274)
9% more funds holding in top 10
Funds holding in top 10: 892 → 976 (+84)
3.54% more ownership
Funds ownership: 73.27% → 76.81% (+3.5%)
3% more call options, than puts
Call options by funds: $499M | Put options by funds: $484M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.23B |
| 2 |
Millennium Management
New York
|
+$4.37B |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$3.43B |
| 4 |
Goldman Sachs
New York
|
+$2.74B |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$1.17B |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.39B |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$812M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$783M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$302M |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
-$266M |
IVV Hedge Fund Activity: Q4 2023 in Review
3,016 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2023, worth a combined $295B — up 18% from $249B a quarter earlier.
Buyers outnumbered sellers: 378 funds opened new IVV positions and 62 closed out — a net gain of 316 holders — while 1,265 added to existing stakes and 1,041 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.23B. The largest seller was JP Morgan Chase, cutting an estimated $2.39B.
- 3,016 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2023, up from 2,742 in Q3 2023.
- Funds reported $295B of iShares Core S&P 500 ETF stock for Q4 2023, up 18% quarter-over-quarter.
- 378 funds opened new iShares Core S&P 500 ETF positions in Q4 2023 and 62 closed out, a net change of +316 holders.
- The largest iShares Core S&P 500 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $9.23B added.
- The largest iShares Core S&P 500 ETF seller in Q4 2023 was JP Morgan Chase, an estimated $2.39B sold.
Based on aggregated 13F filings for Q4 2023.