Citadel Advisors
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Citadel Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Citadel Advisors’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 		$167M Buy
255,800
+9,600
+4% +$6.56M 0.03% 528
2025
Q4 		$169M Sell
246,200
-65,300
-21% -$44.3M 0.03% 564
2025
Q3 		$208M Sell
311,500
-328,300
-51% -$211M 0.03% 458
2025
Q2 		$397M Buy
639,800
+327,700
+105% +$188M 0.07% 205
2025
Q1 		$175M Buy
312,100
+164,400
+111% +$97.1M 0.03% 418
2024
Q4 		$86.9M Sell
147,700
-33,200
-18% -$19.7M 0.02% 826
2024
Q3 		$104M Buy
180,900
+69,000
+62% +$38.4M 0.02% 669
2024
Q2 		$61.2M Buy
111,900
+30,200
+37% +$15.9M 0.01% 990
2024
Q1 		$43M Sell
81,700
-42,400
-34% -$21.2M 0.01% 1347
2023
Q4 		$59.3M Buy
124,100
+11,600
+10% +$5.19M 0.01% 1057
2023
Q3 		$48.3M Buy
112,500
+70,100
+165% +$31.4M 0.01% 1103
2023
Q2 		$18.9M Sell
42,400
-38,100
-47% -$16.1M ﹤0.01% 1947
2023
Q1 		$33.1M Sell
80,500
-26,400
-25% -$10.6M 0.01% 1448
2022
Q4 		$41.1M Sell
106,900
-89,600
-46% -$34.6M 0.01% 1284
2022
Q3 		$70.5M Sell
196,500
-105,300
-35% -$42M 0.02% 810
2022
Q2 		$114M Buy
301,800
+157,600
+109% +$64.8M 0.03% 506
2022
Q1 		$65.4M Buy
144,200
+60,600
+72% +$27.1M 0.01% 922
2021
Q4 		$39.9M Buy
83,600
+41,800
+100% +$19.3M 0.01% 1350
2021
Q3 		$18M Sell
41,800
-8,700
-17% -$3.86M ﹤0.01% 2164
2021
Q2 		$21.7M Buy
50,500
+4,800
+11% +$2.01M ﹤0.01% 1986
2021
Q1 		$18.2M Sell
45,700
-500
-1% -$194K ﹤0.01% 2093
2020
Q4 		$17.3M Sell
46,200
-14,500
-24% -$5.16M ﹤0.01% 1957
2020
Q3 		$20.4M Buy
60,700
+15,500
+34% +$5.16M 0.01% 1546
2020
Q2 		$14M Sell
45,200
-39,200
-46% -$11.5M 0.01% 1845
2020
Q1 		$21.8M Buy
84,400
+80,200
+1,910% +$24.6M 0.01% 1175
2019
Q4 		$1.36M Buy
+4,200
New +$1.3M ﹤0.01% 5040

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

Citadel Advisors's IVV Position: Q1 2026 in Review

Citadel Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 5,364% in Q1 2026, buying an estimated $2.72B and bringing the position to 4,060,750 shares worth $2.65B. The position accounts for 0.43% of the portfolio, ranked #35.

Citadel Advisors first reported a position in IVV in Q4 2014 and has held it in 28 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Citadel Advisors held 4,060,750 shares of iShares Core S&P 500 ETF worth $2.65B as of Q1 2026.
  • Citadel Advisors bought 3,986,430 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $2.72B.
  • iShares Core S&P 500 ETF made up 0.43% of Citadel Advisors's portfolio in Q1 2026, its #35 holding.
  • Citadel Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2014 and has held it in 28 quarters since.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.