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 Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Envestnet Asset Management Inc, Allianz Asset Management Gmbh, Envestnet Portfolio Solutions, Inc., and Corient Private Wealth Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Elm Partners Management LlcBuy+443+3.0%15,186$11.37MQ2 2026Oct 07, 2026
Allie Family Office LlcBuy+605+14.0%4,920$3.68MQ2 2026Oct 02, 2026
Cim Investment Management IncSell-11,196-9.0%113,454$84.96MQ2 2026Sep 29, 2026
Envestnet Asset Management IncBuy+8,432,228+25.6%41,391,871$31.00BQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+799,154+66.1%2,008,278$1.50BQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+27,980+187.8%42,877$32.11MQ2 2026Sep 23, 2026
State Street CorpSell-32,878-6.2%499,630$374.17MQ2 2026Sep 22, 2026
Silicon Valley Capital PartnersSell-30-1.7%1,774$1.33MQ2 2026Sep 21, 2026
Security National Bank Of Sioux City IowaBuy+321—321$240.39KQ2 2026Sep 18, 2026
Cherry Tree Wealth Management, LlcSell-103-0.4%23,740$17.78MQ2 2026Sep 15, 2026
Reynders Mcveigh Capital Management, LlcSell-79-10.9%647$484.00Q2 2026Sep 15, 2026
Anchor Investment Management, LlcSell-5-1.0%498$372.77KQ2 2026Sep 15, 2026
Revere Asset Management, IncSell-236-20.3%926$693.47KQ2 2026Sep 14, 2026
Smith Chas P & Associates Pa CpasBuy+5,175+5.9%92,987$69.64MQ2 2026Sep 11, 2026
Talon Private Wealth, LlcBuy+172+4.5%3,982$2.98MQ2 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheBuy+172,218+281.8%233,323$174.48MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+38,893+10.9%396,510$296.94MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-322-3.3%9,320$6.98MQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-692-41.8%962$720.43KQ2 2026Sep 03, 2026
Citadel Advisors LlcBuy+13,615,739+335.3%17,676,489$13.24BQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+3,795,730+386.5%4,777,691$3.58BQ2 2026Sep 02, 2026
Second Line Capital, LlcSell-110-4.6%2,263$1.69MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-69-9.9%631$472.55KQ2 2026Sep 02, 2026
Alternative Investment Advisors, Llc.Buy+4,399+2.2%204,888$153.44MQ2 2026Aug 31, 2026
Provida Pension Fund AdministratorSell-262,048-100.0%0$0.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcSell-515,193-11.3%4,050,717$3.03BQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+12,117+6.2%208,416$156.08MQ2 2026Aug 26, 2026
Wellington Grp LlcBuy+737—737$551.93KQ2 2026Aug 26, 2026
Brown Financial AdvisorsBuy+46+5.9%821$614.84KQ2 2026Aug 26, 2026
Tobias Financial Advisors, Inc.Sell-379-12.6%2,630$1.97MQ2 2026Aug 25, 2026
Showing 30 of 3,609

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.