L3VLUP
Quarter end
30 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 8 Nov 2024
Managers listing it
19
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 14 listed it in both
Shares listed
58,693,155
combined, among listed positions
Reported value
$33.9bn
combined, at the quarter end

Among the 94 comparable managers: 12 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing IVV in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
Marshall Wace LLP23,161,000$13.4bn16.27%Added+648,00014 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC9,796,175$5.7bn8.84%Added+5,396,17514 Nov 2024 (the filing on sec.gov)
Fidelity (FMR LLC)6,440,228$3.7bn0.23%Trimmed-259,4215 Nov 2026 (the filing on sec.gov)
Millennium Management LLC4,803,669$2.8bn1.31%Trimmed-1,209,50614 Nov 2024 (the filing on sec.gov)
AllianceBernstein LP4,544,796$2.6bn0.88%Trimmed-76,22914 Nov 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC2,290,710$1.3bn8.81%Added+248,30614 Nov 2024 (the filing on sec.gov)
Bridgewater Associates LP2,222,834$1.3bn7.26%Added+121,30013 Nov 2024 (the filing on sec.gov)
Element Capital Management LLC1,744,165$1.0bn45.44%Added+469,1368 Nov 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,548,785$893m0.70%Added+212,84614 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC696,000$401m1.46%Newnew14 Nov 2024 (the filing on sec.gov)
Wellington Management Group LLP362,093$209munder 0.1%Trimmed-9,88214 Nov 2024 (the filing on sec.gov)
Two Sigma Advisers LP256,800$148m0.35%Trimmed-38,10014 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP255,400$147m0.32%Trimmed-154,20014 Nov 2024 (the filing on sec.gov)
Soros Fund Management LLC215,000$124m1.79%Newnew14 Nov 2024 (the filing on sec.gov)
D. E. Shaw & Co.130,128$75m0.06%Newnew14 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC97,817$56m0.08%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP87,415$50munder 0.1%Trimmed-23,68814 Nov 2024 (the filing on sec.gov)
Tudor Investment Corp29,394$17m0.06%Added+13,73514 Nov 2024 (the filing on sec.gov)
Polen Capital Management LLC10,746$6.2munder 0.1%Newnew10 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
19 in Q3 2024 to 23 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IVV by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$28mn.a.n.a.
Q3 20131$30mn.a.n.a.
Q4 20132$37mn.a.n.a.
Q1 20142$37mn.a.n.a.
Q2 20142$37mn.a.n.a.
Q3 20144$148mn.a.n.a.
Q4 20143$510mn.a.n.a.
Q1 20152$41mn.a.n.a.
Q2 20152$92mn.a.n.a.
Q3 20155$322mn.a.n.a.
Q4 20153$639mn.a.n.a.
Q1 20165$832mn.a.n.a.
Q2 20165$697mn.a.n.a.
Q3 20163$145mn.a.n.a.
Q4 20167$1.1bnn.a.n.a.
Q1 20175$328mn.a.n.a.
Q2 20176$520mn.a.n.a.
Q3 20178$1.1bnn.a.n.a.
Q4 20177$2.9bnn.a.n.a.
Q1 20187$3.0bnn.a.n.a.
Q2 20188$3.3bnn.a.n.a.
Q3 20187$3.0bnn.a.n.a.
Q4 20188$2.5bnn.a.n.a.
Q1 20199$2.2bnn.a.n.a.
Q2 20199$2.9bnn.a.n.a.
Q3 20198$3.3bnn.a.n.a.
Q4 20199$6.8bnn.a.n.a.
Q1 20207$3.0bnn.a.n.a.
Q2 20209$3.2bnn.a.n.a.
Q3 20207$3.0bnn.a.n.a.
Q4 20209$6.8bnn.a.n.a.
Q1 20219$4.4bnn.a.n.a.
Q2 20217$5.6bnn.a.n.a.
Q3 20217$5.8bnn.a.n.a.
Q4 202112$10.9bnn.a.n.a.
Q1 20226$5.1bnn.a.n.a.
Q2 20227$4.7bnn.a.n.a.
Q3 20228$4.3bnn.a.n.a.
Q4 20228$5.4bnn.a.n.a.
Q1 20238$5.5bnn.a.n.a.
Q2 202310$10.0bnn.a.n.a.
Q3 202310$11.6bnn.a.n.a.
Q4 202311$19.6bn101
Q1 202412$21.7bn75
Q2 202416$28.8bn133
Q3 202419$33.9bn128
Q4 202421$38.0bn159
Q1 202518$37.0bn128
Q2 202518$33.3bn1111
Q3 202518$47.1bn155
Q4 202526$69.5bn273
Q1 202620$55.3bn1219
Q2 202623$87.9bn209

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

Choose a stock to compare with IVV →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IVV, latest filings →Back to the 13F Explorer →