iShares Core S&P 500 ETF
IVV
2,680 hedge funds and large institutions have $218B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 1,044 increasing their positions, 1,134 reducing their positions, and 106 closing their positions.
122% more call options, than puts
Call options by funds: $247M | Put options by funds: $111M
53% more first-time investments, than exits
New positions opened: 162 | Existing positions closed: 106
8% more capital inflows, than outflows
Capital inflows: $11.3B | Capital outflows: $10.4B
0.55% more ownership
Funds ownership: 70.55% → 71.1% (+0.55%)
0% less funds holding
Funds holding: 2,686 → 2,680 (-6)
0% less funds holding in top 10
Funds holding in top 10: 854 → 852 (-2)
8% less repeat investments, than reductions
Existing positions increased: 1,044 | Existing positions reduced: 1,134
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.05B |
| 2 |
Citigroup
New York
|
+$1.02B |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$770M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$393M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$356M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.15B |
| 2 |
BlackRock
New York
|
-$1.07B |
| 3 |
Nissay Asset Management
Tokyo,
Japan
|
-$437M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$380M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$352M |
IVV Hedge Fund Activity: Q1 2023 in Review
2,680 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q1 2023, worth a combined $218B — up 7.1% from $204B a quarter earlier.
Buyers outnumbered sellers: 162 funds opened new IVV positions and 106 closed out — a net gain of 56 holders — while 1,044 added to existing stakes and 1,134 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $1.05B. The largest seller was Bank of America, cutting an estimated $3.15B.
- 2,680 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q1 2023, down from 2,686 in Q4 2022.
- Funds reported $218B of iShares Core S&P 500 ETF stock for Q1 2023, up 7.1% quarter-over-quarter.
- 162 funds opened new iShares Core S&P 500 ETF positions in Q1 2023 and 106 closed out, a net change of +56 holders.
- The largest iShares Core S&P 500 ETF buyer in Q1 2023 was PNC Financial Services Group, an estimated $1.05B added.
- The largest iShares Core S&P 500 ETF seller in Q1 2023 was Bank of America, an estimated $3.15B sold.
Based on aggregated 13F filings for Q1 2023.