Balyasny Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Balyasny Asset Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,653,813	Closed	-$1.13B	–	3199
2025 Q4	$1.13B	Buy	1,653,813 +6,852	+0.4%	+$4.65M	1.44%	4
2025 Q3	$1.1B	Buy	1,646,961 +1,595,462	+3,098%	+$1.03B	1.4%	4
2025 Q2	$32M	Sell	51,499 -861,925	-94%	-$495M	0.05%	490
2025 Q1	$513M	Buy	913,424 +861,401	+1,656%	+$509M	0.85%	10
2024 Q4	$30.6M	Buy	+52,023	New	+$30.8M	0.05%	492
2024 Q3	–	Sell	-1,032	Closed	-$565K	–	2945
2024 Q2	$565K	Buy	+1,032	New	+$543K	﹤0.01%	2011
2018 Q1	–	Sell	-500,000	Closed	-$134M	–	2117
2017 Q4	$134M	Buy	+500,000	New	+$131M	0.42%	38

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Balyasny Asset Management's IVV Position: Q1 2026 in Review

Balyasny Asset Management sold out of iShares Core S&P 500 ETF (IVV) in Q1 2026, closing a stake of 1,653,813 shares — an estimated $1.13B sold.

Balyasny Asset Management first reported a position in IVV in Q4 2017 and held it in 7 quarters. The position peaked at $1.13B in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Balyasny Asset Management reported no remaining iShares Core S&P 500 ETF position as of Q1 2026 after selling out during the quarter.
Balyasny Asset Management sold 1,653,813 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $1.13B.
Balyasny Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2017 and held it in 7 quarters.
Balyasny Asset Management's iShares Core S&P 500 ETF position peaked at $1.13B in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.