iShares Core S&P 500 ETF
IVV
2,725 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, 1,142 increasing their positions, 1,061 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
34% more capital inflows, than outflows
Capital inflows: $13.1B | Capital outflows: $9.8B
4% more funds holding in top 10
Funds holding in top 10: 852 → 887 (+35)
2% more funds holding
Funds holding: 2,680 → 2,725 (+45)
8% more repeat investments, than reductions
Existing positions increased: 1,142 | Existing positions reduced: 1,061
0.84% more ownership
Funds ownership: 71.1% → 71.94% (+0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$1.99B |
| 2 |
Millennium Management
New York
|
+$1.59B |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$617M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$586M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$484M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$1.45B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$982M |
| 3 |
Japan Science & Technology Agency
Tokyo,
Japan
|
-$909M |
| 4 |
Citigroup
New York
|
-$709M |
| 5 |
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
-$436M |
IVV Hedge Fund Activity: Q2 2023 in Review
2,725 of the 6,389 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 $218B a quarter earlier.
Buyers outnumbered sellers: 148 funds opened new IVV positions and 75 closed out — a net gain of 73 holders — while 1,142 added to existing stakes and 1,061 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.
- 2,725 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q2 2023, up from 2,680 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.