iShares Core S&P 500 ETF
IVV
2,745 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 138 funds opening new positions, 1,185 increasing their positions, 1,016 reducing their positions, and 82 closing their positions.
102% more call options, than puts
Call options by funds: $413M | Put options by funds: $204M
68% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 82
17% more repeat investments, than reductions
Existing positions increased: 1,185 | Existing positions reduced: 1,016
1.32% more ownership
Funds ownership: 71.89% → 73.21% (+1.3%)
1% more funds holding in top 10
Funds holding in top 10: 885 → 895 (+10)
4% more capital invested
Capital invested by funds: $240B → $249B (+$8.65B)
1% more funds holding
Funds holding: 2,722 → 2,745 (+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 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$931M |
| 3 |
Millennium Management
New York
|
-$689M |
| 4 |
Citigroup
New York
|
-$373M |
| 5 |
IMCOOI
Investment Management Corp of Ontario (IMCO)
Toronto,
Canada
|
-$355M |
IVV Hedge Fund Activity: Q3 2023 in Review
2,745 of the 6,311 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 3.6% from $240B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new IVV positions and 82 closed out — a net gain of 56 holders — while 1,185 added to existing stakes and 1,016 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.
- 2,745 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q3 2023, up from 2,722 in Q2 2023.
- Funds reported $249B of iShares Core S&P 500 ETF stock for Q3 2023, up 3.6% quarter-over-quarter.
- 138 funds opened new iShares Core S&P 500 ETF positions in Q3 2023 and 82 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.