Markets IVV

See Which Recent 13F Filers Hold IVV

At Holdings Channel, we have reviewed the latest batch of the 65 most recent 13F filings for the 06/30/2026 reporting period, and noticed that iShares Trust - Core S&P 500 Exchange Traded Fund (Symbol: IVV) was held by 31 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in IVV positions, for this latest batch of 13F filers:

FundNew Position?Change In Share CountChange In Market Value ($ in 1000's)
Citadel Advisors LLC Existing +13,527,439+$10,529,764
Zuckerman Investment Group LLC Existing +38+$140
O Shaughnessy Asset Management LLC Existing -8,156-$309
Birch Hill Investment Advisors LLC Existing -49+$3,868
Voya Financial Advisors Inc. Existing -2,680+$3,885
Plante Moran Financial Advisors LLC Existing +615+$1,837
Nepc LLC Existing +31+$1,351
Apriem Advisors Existing UNCH+$73
WealthTrust Axiom LLC Existing +199+$366
Capstone Investment Advisors LLC Existing +4,274+$152,254
Cannell & Spears LLC Existing +175+$344
Barnett & Company Inc. Existing +11,451+$1,926
Lazard Freres Gestion S.A.S. Existing UNCH+$302
Alaska Permanent Capital Management LLC Existing -381+$12,949
Argent Advisors Inc. Existing +249+$1,898
Crestwood Advisors Group LLC Existing +39,931+$71,557
Horizon Investment Services LLC Existing UNCH+$58
GreatBanc Trust CO Existing UNCH+$52
Cheviot Value Management LLC Existing UNCH+$5
Busey Bank Existing +1,377+$2,522
GFS Advisors LLC Existing UNCH-$14,119
First City Capital Management Inc. Existing +16+$94
Meridian Investment Counsel Inc. Existing UNCH+$78
Gibson Capital LLC Existing UNCH+$133
Dana Investment Advisors Inc. Existing -628+$402
Truepoint Inc. Existing -24,824+$47,987
First Heartland Consultants Inc. Existing +4,110+$4,369
Harel Insurance Investments & Financial Services Ltd. Existing +220+$195
Baker Avenue Asset Management LP Existing +2,577+$15,473
Aspiriant LLC Existing +198,742+$212,180
Atlas Capital Advisors Inc. Existing UNCH+$844
Aggregate Change: +13,754,726+$11,052,478

In terms of shares owned, we count 16 of the above funds having increased existing IVV positions from 03/31/2026 to 06/30/2026, with 6 having decreased their positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the IVV share count in the aggregate among all of the funds which held IVV at the 06/30/2026 reporting period (out of the 8,814 we looked at in total). We then compared that number to the sum total of IVV shares those same funds held back at the 03/31/2026 period, to see how the aggregate share count held by hedge funds has moved for IVV. We found that between these two periods, funds reduced their holdings by 529,093,335 shares in the aggregate, from 840,066,567 down to 310,973,232 for a share count decline of approximately -62.98%. The overall top three funds holding IVV on 06/30/2026 were:

»FundShares of IVV Held
1.Morgan Stanley 24,670,794
2.Bank of America Corp DE 22,154,893
3.JPMorgan Chase & Co. 20,535,841
4-10Find out the full Top 10 Hedge Funds Holding IVV»

We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like iShares Trust - Core S&P 500 Exchange Traded Fund (Symbol: IVV).

10 S&P 500 Components Hedge Funds Are Buying »

Further IVV Research:

BNK Invest
BNK Invest Inc. provides investment services and information. BNK Invest owns and operates a market news family of websites including DividendChannel, ETFChannel, StockOptionsChannel, and others, which make up an investor community featuring stock message boards, ratings, research, and strategies. BNK Invest caters to investing firms and individual investors internationally.
IVV shares outstanding history IVV market cap history Services Stocks Hedge Funds Are Buying More articles by this source
Stocks Mentioned

Latest Articles

Data is currently not available