IVV
iShares Core S&P 500 ETF · Financial Services · Asset Management - Global
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow +8.3% ·
net new positions -7.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 130 | +2 | 630.93M | $471.53B | +5 | −3 |
| Q1 2026 | 131 | -1 | 569.14M | $370.99B | +5 | −6 |
| Q4 2025 | 131 | +2 | 587.42M | $393.14B | +2 | — |
| Q3 2025 | 19 | -1 | 200.97M | $134.51B | — | −1 |
| Q2 2025 | 17 | +3 | 109.17M | $67.78B | +3 | — |
| Q1 2025 | 11 | -3 | 37.20M | $20.90B | — | −3 |
| Q4 2024 | 14 | -1 | 34.82M | $20.50B | — | −1 |
| Q3 2024 | 14 | +3 | 31.69M | $18.28B | +3 | — |
| Q2 2024 | 11 | — | 32.21M | $17.63B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Marshall Wace ✦ | 23.61M | +1.9% | $13.90B | 17.6% | ▲ Add | 3 | SEC ↗ |
| 2 | Marshall Wace ✦ | 23.61M | +1.9% | $13.90B | 17.6% | ▲ Add | 3 | SEC ↗ |
| 3 | Marshall Wace ✦ | 23.61M | +1.9% | $13.90B | 17.6% | ▲ Add | 3 | SEC ↗ |
| 4 | Millennium Management ✦ | 5.55M | +15.6% | $3.27B | 2.9% | ▲ Add | 3 | SEC ↗ |
| 5 | Bridgewater Associates ✦ | 2.04M | -8.2% | $1.20B | 5.5% | ▼ Trim | 3 | SEC ↗ |
| 6 | D. E. Shaw & Co. ✦ | 1.62M | +1141.9% | $951.36M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 1.62M | +1141.9% | $951.36M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 1.62M | +1141.9% | $951.36M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 560.10K | +119.3% | $329.72M | 0.8% | ▲ Add | 3 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (passive) | 468.62K | — | $275.87M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wellington Management ✦ | 356.33K | -1.6% | $209.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wellington Management ✦ | 356.33K | -1.6% | $209.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 230.84K | -0.2% | $135.89M | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 114.87K | +17.4% | $67.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 114.87K | +17.4% | $67.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 105.02K | +20.1% | $61.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 90.34K | +40.2% | $53.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 46.54K | +9.8% | $27.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 46.54K | +9.8% | $27.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 27.00K | +309.1% | $15.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Fisher Asset Management ✦ | 5.18K | -10.2% | $3.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Soros Fund Management | $124.02M | was 3.5% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 3,943 holders, 821.14M shares, $525.63B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.