iShares Core S&P 500 ETF $IVV is Affinity Capital Advisors LLC’s Largest Position

Posted by Defense World Staff on Dec 20th, 2025

Affinity Capital Advisors LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 96,556 shares of the company’s stock after acquiring an additional 5,006 shares during the quarter. iShares Core S&P 500 ETF makes up about 10.0% of Affinity Capital Advisors LLC’s portfolio, making the stock its biggest holding. Affinity Capital Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $64,934,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of IVV. Heck Capital Advisors LLC purchased a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $331,591,000. Bison Wealth LLC boosted its stake in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after buying an additional 1,511 shares during the period. Russell Investments Group Ltd. increased its position in shares of iShares Core S&P 500 ETF by 17.2% during the first quarter. Russell Investments Group Ltd. now owns 9,872 shares of the company’s stock valued at $5,547,000 after acquiring an additional 1,449 shares during the last quarter. Capital Fund Management S.A. increased its position in shares of iShares Core S&P 500 ETF by 8.6% during the first quarter. Capital Fund Management S.A. now owns 17,600 shares of the company’s stock valued at $9,889,000 after acquiring an additional 1,400 shares during the last quarter. Finally, Bragg Financial Advisors Inc raised its stake in shares of iShares Core S&P 500 ETF by 42.3% in the 1st quarter. Bragg Financial Advisors Inc now owns 3,429 shares of the company’s stock valued at $1,927,000 after acquiring an additional 1,019 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

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: U.S. futures and equities rose after a cooler-than-expected inflation print, supporting risk assets and ETFs tied to the S&P 500. Stock Market Today: S&P 500, Nasdaq Future Gain
Positive Sentiment: Reports show heavy retail/institutional activity in IVV call options, which can amplify upside in the ETF as gamma flows and positioning support ETF demand. Investors Purchase High Volume of iShares Core S&P 500 ETF Call Options
Positive Sentiment: Technical and seasonal analysis (Elliott Wave, cycles, and other forecasts) indicate potential for further upside into next spring, which supports continuation trades in broad S&P products like IVV. S&P 500 Update: Elliott Wave, Seasonality, and Cycles Indicate More Upside
Neutral Sentiment: The Wall Street Journal notes the S&P 500 is near records with traders hoping for a year-end rally, but delayed economic data is leaving some uncertainty about momentum. This creates mixed short‑term signals for IVV. S&P 500 Hovers Near Record With Wall Street Hoping for a Year-End Rally
Neutral Sentiment: Market commentary highlights holiday-thinned liquidity and technical level watching; these factors limit near-term momentum even if the medium-term trend remains constructive. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Look to Stretch Higher
Neutral Sentiment: Longer-term bull case (e.g., S&P 8000 scenarios) depends on large rate cuts — a conditional view that keeps upside possible but tied to central‑bank action. Can the S&P 500 Get to 8000?
Neutral Sentiment: Pop-culture/viral coverage comparing famous investors (Pelosi vs. Buffett) is drawing attention but is unlikely to move IVV materially — more noise than fundamental signal. Pelosi Vs. Buffett: Viral Tweet Reveals Who Beat S&P 500 The Most Since 2012
Negative Sentiment: A Seeking Alpha piece warns of a “Great Liquidity Trap,” citing sharply lower Fed net liquidity and banking cash assets and recommending SELL for big-cap ETFs — this macro liquidity concern is a direct negative tail risk for IVV. S&P 500: The Great Liquidity Trap
Negative Sentiment: Reports of a “hiring recession” and mixed jobs data are keeping growth risks on investors’ radars, which can increase volatility and weigh on broad ETFs like IVV. Stock Market Today: S&P 500, Nasdaq Futures Gain, Dow Flat

iShares Core S&P 500 ETF Stock Up 0.9%

NYSEARCA:IVV opened at $683.49 on Friday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $693.07. The stock’s fifty day moving average is $678.81 and its two-hundred day moving average is $652.04. The stock has a market capitalization of $717.32 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF Company Profile

(Free Report)

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.