Farmers & Merchants Investments Inc. reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.6% in the 3rd quarter, Holdings Channel reports. The firm owned 379,752 shares of the company’s stock after selling 14,374 shares during the quarter. iShares Core S&P 500 ETF accounts for 7.2% of Farmers & Merchants Investments Inc.’s investment portfolio, making the stock its largest holding. Farmers & Merchants Investments Inc.’s holdings in iShares Core S&P 500 ETF were worth $254,168,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Legacy Wealth Management Inc lifted its position in shares of iShares Core S&P 500 ETF by 1.4% during the 3rd quarter. Legacy Wealth Management Inc now owns 537,532 shares of the company’s stock valued at $359,770,000 after acquiring an additional 7,487 shares during the period. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its holdings in shares of iShares Core S&P 500 ETF by 3.5% during the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,713 shares of the company’s stock valued at $17,828,000 after purchasing an additional 974 shares during the period. Spinnaker Investment Group LLC bought a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter worth about $627,000. Cape Investment Advisory Inc. grew its stake in shares of iShares Core S&P 500 ETF by 35.9% in the 2nd quarter. Cape Investment Advisory Inc. now owns 2,807 shares of the company’s stock valued at $1,743,000 after buying an additional 741 shares during the period. Finally, TCP Asset Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 1.1% in the 3rd quarter. TCP Asset Management LLC now owns 123,864 shares of the company’s stock valued at $82,902,000 after buying an additional 1,290 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.
More iShares Core S&P 500 ETF News
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: Storage and memory stocks led S&P 500 gains in 2025; concentration of winners (AI hardware beneficiaries) can keep index-weighted IVV supported if momentum continues. Storage and memory stocks lead S&P 500 gains in 2025
- Positive Sentiment: ETF-focused commentary sees S&P momentum and retail inflows as a tailwind for ETFs like IVV heading into 2026 — implies continued passive demand even if breadth remains narrow. Will the Ongoing Market Rally Continue in 2026? ETFs in Focus
- Positive Sentiment: Dividend notice coverage for IVV/IOO highlights expected distributions — dividends can attract income-focused flows into the ETF as year-end rebalancing occurs. Own IVV or IOO ETFs? Here’s your next dividend
- Neutral Sentiment: US indices were quiet in premarket trading ahead of the holiday — low liquidity can amplify moves in either direction for a large-cap ETF like IVV. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Quiet Ahead of Holiday
- Neutral Sentiment: Futures and index moves are mixed as traders digest year‑end flows and upcoming 2026 forecasts — suggests intra‑day direction may track macro headlines more than fundamentals. Stock Market Today: S&P 500, Dow Jones Futures Trade Mixed Amid Blip In Santa Claus Rally—Boeing, Freeport-McMoRan, Fonar In Focus
- Negative Sentiment: Analysts warn U.S. equities look expensive and concentrated; valuation concerns increase the risk of a pullback that would weigh on IVV given its S&P 500 exposure. These stocks doubled the S&P 500’s return in 2025 — why a 2026 repeat looks likely
- Negative Sentiment: Technology and AI-linked names led Monday’s pullback, dragging the S&P lower; because IVV is market-cap weighted, weakness in megacaps can disproportionately pressure the ETF. US midday market brief: S&P 500 dips after record week; tech names weigh on markets
- Negative Sentiment: Prominent strategist cautions the market is ‘propped up’ by S&P leadership — a sign investor caution may rise if leadership falters, which would be a headwind for IVV. David Rosenberg Says Markets Are Propped Up by the S&P 500 and What That Means for 2026
iShares Core S&P 500 ETF Stock Performance
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.
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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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