Greenwood Capital Associates LLC lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 60,248 shares of the company’s stock after selling 3,619 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 4.7% of Greenwood Capital Associates LLC’s holdings, making the stock its largest holding. Greenwood Capital Associates LLC’s holdings in iShares Core S&P 500 ETF were worth $40,324,000 as of its most recent SEC filing.
Other institutional investors have also made changes to their positions in the company. Falcon Wealth Planning boosted its holdings in iShares Core S&P 500 ETF by 0.4% during the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after buying an additional 15 shares during the last quarter. Atwood & Palmer Inc. boosted its stake in iShares Core S&P 500 ETF by 0.9% during the 3rd quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock worth $1,188,000 after acquiring an additional 15 shares during the last quarter. Johnson Bixby & Associates LLC grew its holdings in iShares Core S&P 500 ETF by 1.2% during the second quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock valued at $871,000 after purchasing an additional 16 shares during the period. Wealth Watch Advisors INC increased its stake in iShares Core S&P 500 ETF by 1.5% in the second quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock valued at $682,000 after purchasing an additional 16 shares in the last quarter. Finally, Culbertson A N & Co. Inc. increased its stake in iShares Core S&P 500 ETF by 1.1% in the second quarter. Culbertson A N & Co. Inc. now owns 1,420 shares of the company’s stock valued at $882,000 after purchasing an additional 16 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.
Key Stores Impacting iShares Core S&P 500 ETF
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: S&P 500 hit record highs and a Santa Claus rally lifted broad sectors, a direct tailwind for IVV since it tracks the index. S&P 500 reaches a record high
- Positive Sentiment: Citi Research set a bullish 2026 S&P 500 target (7,700), signaling upside for index ETFs like IVV if that outlook gains traction. Citi Research’s Rob Rowe on the firm’s 2026 S&P 500 target of 7,700
- Positive Sentiment: Investor sentiment measures moved further into the “Greed” zone and holiday-week flows showed Big Tech strength — both supportive for IVV’s performance. S&P 500 Hits New Record High
- Positive Sentiment: IVV experienced a notable decline in short interest (~21% drop to ~8.2M shares as of Dec 15), reducing a potential source of downside pressure. IVV short interest report
- Neutral Sentiment: Market strategists and TV panels discussed the S&P’s intraday record and subsequent retreat — useful for context but mixed for directional inference on IVV. ‘Closing Bell’ market panel talks S&P 500 hitting intra-day record
- Neutral Sentiment: Reports noted tech-driven volatility even as Big Tech provided tailwinds; sector swings can cause short-term choppiness in IVV despite index-level gains. Christmas Week Brings S&P 500 Records, Tech Volatility
- Neutral Sentiment: Holiday/thin trading conditions (shortened sessions) are keeping moves muted and increasing the chance of outsized intraday swings in ETFs like IVV. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Quiet in Thin Trading
- Negative Sentiment: Futures slipped after the holiday, and some intraday profit-taking trimmed gains — direct headwinds for IVV in the near term. Stock Market Today: Dow Jones, S&P 500 Futures Slip After Christmas Day
- Negative Sentiment: Macro warnings — e.g., concerns about tariff-driven unemployment vs. the market’s rally — create a fundamental risk that could weigh on risk assets including IVV. Stock Market Disconnect: High-Flying S&P 500 Run vs. Fed’s Dire Warning
iShares Core S&P 500 ETF Stock Down 0.0%
About iShares Core S&P 500 ETF
iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
Further Reading
- Five stocks we like better than iShares Core S&P 500 ETF
- Do not delete, read immediately
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- Buffett, Gates and Bezos Quietly Dumping Stocks—Here’s Why
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
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