ISHARES CORE S&P 500 ETF (IVV) Institutional Ownership Changes & 13F Activity

ISHARES CORE S&P 500 ETF (IVV) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Eagle Capital Management, Hillman Value Fund, Cullen Value Fund, and Mairs & Power Growth Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2023Renaissance Technologies LLCBuy10,10012,000$5,153
Q3 2023Mairs & Power Growth FundBuy4,2027,643$3,282,158
Q3 2023Sequoia Financial AdvisorsBuy2,75983,352$35,793,981
Q3 2023Matrix Private Capital GroupBuy3768,905$3,841,844
Q3 2023Matrix Advisors Value FundBuy282,090$897,457
Q2 2023Sequoia Financial AdvisorsSell-10,76780,593$35,921,137
Q2 2023Matrix Private Capital GroupSell-4568,529$3,801,539
Q2 2023Mairs & Power Growth FundSell-3103,441$1,533,713
Q2 2023Matrix Advisors Value FundBuy112,062$919,001
Q1 2023Matrix Private Capital GroupSell-1,4858,985$3,693,563
Q1 2023Sequoia Financial AdvisorsSell-1,43191,360$37,556,228
Q1 2023Matrix Advisors Value FundBuy552,051$842,950
Q1 2023Hillman Value FundBuy3398$163,610
Q4 2022Eagle Capital ManagementBuy105,357109,057$41,900,790
Q4 2022Sequoia Financial AdvisorsBuy23,65392,791$35,651,228
Q4 2022Sequoia FundBuy2,4602,460$945,157
Q4 2022Matrix Private Capital GroupSell-10410,470$4,022,767
Q4 2022Matrix Advisors Value FundBuy891,996$766,947
Q4 2022Hillman Value FundSell-71395$151,763
Q3 2022Sequoia Financial AdvisorsSell-10,92269,138$24,802
Q3 2022Matrix Private Capital GroupSell-37110,574$3,792
Q3 2022Mairs & Power Growth FundBuy503,751$1,345
Q3 2022Matrix Advisors Value FundBuy361,907$684
Q2 2022Sequoia Financial AdvisorsSell-12,22480,060$30,360
Q2 2022Mairs & Power Growth FundSell-3613,701$1,403
Q2 2022Matrix Private Capital GroupBuy7410,945$4,150
Q2 2022Matrix Advisors Value FundBuy461,871$710
Q1 2022Sequoia Financial AdvisorsBuy15,29992,284$41,868
Q1 2022Matrix Private Capital GroupSell-25510,871$4,932
Q1 2022Matrix Advisors Value FundBuy161,825$828

Frequently asked questions about IVV activity

  • Which institutional owners are buying IVV?

    Institutional owners buying IVV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IVV activity?

    "Buy" means an investor increased their reported position in IVV compared to the prior reporting period. This reflects growing exposure to ISHARES CORE S&P 500 ETF (IVV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IVV increasing?

    Institutional interest in IVV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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