iShares Core S&P 500 ETF
IVV
2,743 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,184 increasing their positions, 1,015 reducing their positions, and 83 closing their positions.
102% more call options, than puts
Call options by funds: $413M | Put options by funds: $204M
67% more first-time investments, than exits
New positions opened: 139 | Existing positions closed: 83
17% more repeat investments, than reductions
Existing positions increased: 1,184 | Existing positions reduced: 1,015
1% more funds holding in top 10
Funds holding in top 10: 883 → 892 (+9)
4% more capital invested
Capital invested by funds: $240B → $249B (+$9.18B)
0.93% more ownership
Funds ownership: 72.34% → 73.27% (+0.93%)
1% more funds holding
Funds holding: 2,720 → 2,743 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$3.72B |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
+$2.85B |
| 3 |
Morgan Stanley
New York
|
+$2.36B |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$1.93B |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$701M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.27B |
| 2 |
SC
Soundwatch Capital
Rowayton,
Connecticut
|
-$1.03B |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$931M |
| 4 |
Millennium Management
New York
|
-$689M |
| 5 |
PG
Prostatis Group
Hanover,
Maryland
|
-$490M |
IVV Hedge Fund Activity: Q3 2023 in Review
2,743 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q3 2023, worth a combined $249B — up 3.8% from $240B a quarter earlier.
Buyers outnumbered sellers: 139 funds opened new IVV positions and 83 closed out — a net gain of 56 holders — while 1,184 added to existing stakes and 1,015 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $3.72B. The largest seller was Envestnet Asset Management, cutting an estimated $1.27B.
- 2,743 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2023, up from 2,720 in Q2 2023.
- Funds reported $249B of iShares Core S&P 500 ETF stock for Q3 2023, up 3.8% quarter-over-quarter.
- 139 funds opened new iShares Core S&P 500 ETF positions in Q3 2023 and 83 closed out, a net change of +56 holders.
- The largest iShares Core S&P 500 ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $3.72B added.
- The largest iShares Core S&P 500 ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $1.27B sold.
Based on aggregated 13F filings for Q3 2023.