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

Kedalion Capital 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	$1.98B	Buy	3,031,500 +142,000	+5%	+$97M	56.89%	1
2025 Q4	$1.98B	Buy	2,889,500 +504,500	+21%	+$343M	48.59%	1
2025 Q3	$1.6B	Sell	2,385,000 -911,000	-28%	-$587M	59.95%	1
2025 Q2	$2.05B	Buy	3,296,000 +739,300	+29%	+$424M	79.77%	1
2025 Q1	$1.44B	Buy	+2,556,700	New	+$1.51B	57.52%	1

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

Kedalion Capital Management's IVV Position: Q1 2026 in Review

Kedalion Capital Management increased its iShares Core S&P 500 ETF (IVV) stake by 4.9% in Q1 2026, buying an estimated $97M and bringing the position to 3,031,500 shares worth $1.98B. The position accounts for 56.89% of the portfolio, ranked #1.

Kedalion Capital Management first reported a position in IVV in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.05B in Q2 2025. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Kedalion Capital Management held 3,031,500 shares of iShares Core S&P 500 ETF worth $1.98B as of Q1 2026.
Kedalion Capital Management bought 142,000 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $97M.
iShares Core S&P 500 ETF made up 56.89% of Kedalion Capital Management's portfolio in Q1 2026, its #1 holding.
Kedalion Capital Management first reported a position in iShares Core S&P 500 ETF in Q1 2025 and has held it in 5 quarters since.
Kedalion Capital Management's iShares Core S&P 500 ETF position peaked at $2.05B in Q2 2025.
3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Kedalion Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.