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

Capula 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 		$5.94B Buy
9,094,984
+8,478,226
+1,375% +$5.79B 42.25% 1
2025
Q4 		$422M Sell
616,758
-9,817,612
-94% -$6.67B 2.12% 4
2025
Q3 		$6.98B Buy
10,434,370
+2,776,225
+36% +$1.79B 34.77% 1
2025
Q2 		$4.75B Sell
7,658,145
-7,720,982
-50% -$4.43B 44.18% 1
2025
Q1 		$8.64B Buy
+15,379,127
New +$9.08B 48.07% 1
2024
Q3 		– Sell
-8,779,044
Closed -$4.8B – 560
2024
Q2 		$4.8B Buy
+8,779,044
New +$4.62B 39.43% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Capula Management's IVV Position: Q1 2026 in Review

Capula Management increased its iShares Core S&P 500 ETF (IVV) stake by 1,375% in Q1 2026, buying an estimated $5.79B and bringing the position to 9,094,984 shares worth $5.94B. The position accounts for 42.25% of the portfolio, ranked #1.

Capula Management first reported a position in IVV in Q2 2024 and has held it in 6 quarters since. The position peaked at $8.64B in Q1 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Capula Management held 9,094,984 shares of iShares Core S&P 500 ETF worth $5.94B as of Q1 2026.
  • Capula Management bought 8,478,226 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $5.79B.
  • iShares Core S&P 500 ETF made up 42.25% of Capula Management's portfolio in Q1 2026, its #1 holding.
  • Capula Management first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 6 quarters since.
  • Capula Management's iShares Core S&P 500 ETF position peaked at $8.64B in Q1 2025.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.