iShares Core S&P 500 ETF
IVV
3,025 hedge funds and large institutions have $287B invested in iShares Core S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,267 increasing their positions, 1,042 reducing their positions, and 62 closing their positions.
516% more first-time investments, than exits
New positions opened: 382 | Existing positions closed: 62
256% more capital inflows, than outflows
Capital inflows: $30.9B | Capital outflows: $8.67B
22% more repeat investments, than reductions
Existing positions increased: 1,267 | Existing positions reduced: 1,042
10% more funds holding
Funds holding: 2,748 → 3,025 (+277)
9% more funds holding in top 10
Funds holding in top 10: 897 → 981 (+84)
1.42% more ownership
Funds ownership: 73.3% → 74.72% (+1.4%)
3% more call options, than puts
Call options by funds: $499M | Put options by funds: $484M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$4.37B |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$3.43B |
| 3 |
Goldman Sachs
New York
|
+$2.74B |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$1.17B |
| 5 |
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$1.06B |
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 |
Evoke Wealth
Los Angeles,
California
|
-$266M |
IVV Hedge Fund Activity: Q4 2023 in Review
3,025 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P 500 ETF (IVV) for Q4 2023, worth a combined $287B — up 15% from $249B a quarter earlier.
Buyers outnumbered sellers: 382 funds opened new IVV positions and 62 closed out — a net gain of 320 holders — while 1,267 added to existing stakes and 1,042 trimmed.
The largest buyer was Millennium Management, adding an estimated $4.37B. The largest seller was JP Morgan Chase, cutting an estimated $2.39B.
- 3,025 institutional investors held iShares Core S&P 500 ETF (IVV) as of Q4 2023, up from 2,748 in Q3 2023.
- Funds reported $287B of iShares Core S&P 500 ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 382 funds opened new iShares Core S&P 500 ETF positions in Q4 2023 and 62 closed out, a net change of +320 holders.
- The largest iShares Core S&P 500 ETF buyer in Q4 2023 was Millennium Management, an estimated $4.37B 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.