Who owns iShares Core S&P 500 ETF (IVV)
Which tracked institutional funds hold IVV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IVV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IVV is one-sided between 2026-Q1 and 2026-Q2: 2350 added or opened and 330 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IVV’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 6.4% of theirs — a 5.4pp gap the other way — the median holder sizes IVV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IVV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 3970 tracked filers holding IVV, 1995 increased or opened the position and 1699 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IVV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 107
- Brevan Howard Capital Management LP$898M
- NewEdge Advisors, LLC$887M
- ELEMENT CAPITAL MANAGEMENT LLC$768M
- BALYASNY ASSET MANAGEMENT L.P.$532M
- MEITAV INVESTMENT HOUSE LTD$407M
- Holocene Advisors, LP$244M
Full exits 175
- HighTower Advisors, LLC$2.1B
- UNC Management Company, Inc.$1.2B
- Municipal Employees' Retirement System of Michigan$1.1B
- Janney Montgomery Scott LLC$923M
- CWM, LLC$911M
- Cambridge Investment Research Advisors, Inc.$786M
Largest adds
- MARSHALL WACE, LLP$12.7B
- CITADEL ADVISORS LLC$10.6B
- California Public Employees Retirement System$10.5B
- BlackRock, Inc.$9.8B
- ENVESTNET ASSET MANAGEMENT INC$9.5B
- Capula Management Ltd$9.1B
Largest trims
- Squarepoint Ops LLC$2.0B
- USS Investment Management Ltd$1.0B
- Alaska Permanent Fund Corp$955M
- Kedalion Capital Management LLP$863M
- ROYAL BANK OF CANADA$337M
- UBS Group AG$322M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 87,920,842 | $65.8B | 11.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 41,391,871 | $31.0B | 5.6% | 2026-Q2 |
| MARSHALL WACE, LLP added | 39,828,525 | $29.8B | 5.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 35,018,846 | $26.2B | 4.7% | 2026-Q2 |
| MORGAN STANLEY added | 24,670,794 | $18.5B | 3.3% | 2026-Q2 |
| Creative Planning added | 24,609,695 | $18.4B | 3.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 22,154,893 | $16.6B | 3.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 20,535,841 | $15.3B | 2.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 20,418,578 | $15.3B | 2.7% | 2026-Q2 |
| Capula Management Ltd added | 20,051,540 | $15.0B | 2.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 19,409,670 | $14.2B | 2.5% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 18,254,441 | $13.7B | 2.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 17,676,489 | $13.2B | 2.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 15,507,803 | $11.6B | 2.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 15,414,622 | $11.5B | 2.1% | 2026-Q2 |
| California Public Employees Retirement System added | 15,179,345 | $11.4B | 2.0% | 2026-Q2 |
| LPL Financial LLC added | 14,782,609 | $11.1B | 2.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 14,503,932 | $10.9B | 1.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 13,633,768 | $10.2B | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 11,800,876 | $8.8B | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 9,279,474 | $6.9B | 1.2% | 2026-Q2 |
| First Command Advisory Services, Inc. trimmed | 8,712,032 | $6.5B | 1.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 8,269,900 | $6.2B | 1.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 8,003,931 | $6.0B | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 7,224,629 | $5.4B | 1.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 7,147,705 | $5.4B | 1.0% | 2026-Q2 |
| US BANCORP \DE\ added | 6,582,164 | $4.9B | 0.9% | 2026-Q2 |
| Walleye Capital LLC added | 6,358,980 | $4.8B | 0.9% | 2026-Q2 |
| FMR LLC trimmed | 6,009,148 | $4.5B | 0.8% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 5,643,389 | $3.7B | 0.7% | 2026-Q2 |
| Mariner, LLC added | 5,571,768 | $4.2B | 0.7% | 2026-Q2 |
| Alberta Investment Management Corp trimmed | 5,291,151 | $4.0B | 0.7% | 2026-Q2 |
| Allianz Asset Management GmbH added | 4,796,091 | $3.6B | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 4,791,453 | $3.6B | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 4,755,509 | $3.6B | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,742,179 | $3.6B | 0.6% | 2026-Q2 |
| Corient Private Wealth LP added | 4,727,194 | $3.5B | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 4,652,450 | $3.5B | 0.6% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 4,533,470 | $3.4B | 0.6% | 2026-Q2 |
| Korea Investment CORP added | 4,334,448 | $3.2B | 0.6% | 2026-Q2 |
| National Pension Service | 4,119,355 | $3.1B | 0.6% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 3,831,918 | $2.9B | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 3,653,598 | $2.7B | 0.5% | 2026-Q2 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 3,581,847 | $2.7B | 0.5% | 2026-Q2 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 3,546,980 | $2.7B | 0.5% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 3,431,700 | $2.6B | 0.5% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 3,253,020 | $2.4B | 0.4% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 3,236,397 | $2.4B | 0.4% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 3,201,466 | $2.4B | 0.4% | 2026-Q2 |
| Michael & Susan Dell Foundation | 3,187,927 | $2.4B | 0.4% | 2026-Q2 |
| Bridgewater Associates, LP added | 3,002,286 | $2.2B | 0.4% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 2,868,273 | $2.1B | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 2,831,023 | $2.1B | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 2,803,692 | $2.1B | 0.4% | 2026-Q2 |
| MACQUARIE GROUP LTD added | 2,703,730 | $2.0B | 0.4% | 2026-Q2 |
| BANK OF NOVA SCOTIA added | 2,703,092 | $2.0B | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 2,690,124 | $2.0B | 0.4% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 2,678,964 | $2.0B | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,667,178 | $2.0B | 0.4% | 2026-Q2 |
| AIA Group Ltd added | 2,662,573 | $2.0B | 0.4% | 2026-Q2 |
| Choate Investment Advisors trimmed | 2,567,736 | $1.9B | 0.3% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO added | 2,471,912 | $1.9B | 0.3% | 2026-Q2 |
| MAI Capital Management added | 2,471,229 | $1.9B | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 2,423,361 | $1.8B | 0.3% | 2026-Q2 |
| Focus Partners Wealth added | 2,413,265 | $1.8B | 0.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 2,401,692 | $1.8B | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC added | 2,366,720 | $1.8B | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 2,320,347 | $1.7B | 0.3% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 2,157,500 | $1.6B | 0.3% | 2026-Q2 |
| BROWN ADVISORY INC added | 2,013,013 | $1.5B | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 2,008,278 | $1.5B | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,915,267 | $1.4B | 0.3% | 2026-Q2 |
| LMR Partners LLP added | 1,911,286 | $1.4B | 0.3% | 2026-Q2 |
| Verition Fund Management LLC added | 1,871,854 | $1.4B | 0.3% | 2026-Q2 |
| SUMITOMO LIFE INSURANCE CO added | 1,850,000 | $1.4B | 0.2% | 2026-Q2 |
| Allianz SE added | 1,824,479 | $1.4B | 0.2% | 2026-Q2 |
| BANK OF KOREA trimmed | 1,752,811 | $1.3B | 0.2% | 2026-Q2 |
| BARINGS LLC added | 1,744,190 | $1.3B | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 1,615,654 | $1.2B | 0.2% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 1,562,108 | $1.2B | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,541,045 | $1.2B | 0.2% | 2026-Q2 |
| National Philanthropic Trust trimmed | 1,524,853 | $1.1B | 0.2% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 1,507,059 | $1.1B | 0.2% | 2026-Q2 |
| Kedalion Capital Management LLP trimmed | 1,492,000 | $1.1B | 0.2% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 1,473,438 | $1.1B | 0.2% | 2026-Q2 |
| Fund Evaluation Group, LLC trimmed | 1,456,901 | $1.1B | 0.2% | 2026-Q2 |
| TORONTO DOMINION BANK added | 1,447,093 | $1.1B | 0.2% | 2026-Q2 |
| Freestone Grove Partners LP added | 1,413,000 | $1.1B | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC added | 1,405,896 | $1.1B | 0.2% | 2026-Q2 |
| M&T Bank Corp added | 1,367,395 | $1.0B | 0.2% | 2026-Q2 |
| Nationwide Fund Advisors added | 1,361,434 | $1.0B | 0.2% | 2026-Q2 |
| GREENLEAF TRUST trimmed | 1,344,843 | $1.0B | 0.2% | 2026-Q2 |
| SWISS RE LTD added | 1,312,957 | $986M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 1,297,944 | $972M | 0.2% | 2026-Q2 |
| USS Investment Management Ltd trimmed | 1,283,922 | $963M | 0.2% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 1,283,781 | $961M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,274,862 | $955M | 0.2% | 2026-Q2 |
| Johnson Financial Group, Inc. trimmed | 1,267,369 | $949M | 0.2% | 2026-Q2 |
| Constellation Investments, Inc. trimmed | 1,260,209 | $944M | 0.2% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 1,231,492 | $922M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.