Camelot Technology Advisors Inc. lessened its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 55,586 shares of the company’s stock after selling 1,768 shares during the quarter. iShares Core S&P 500 ETF makes up 29.5% of Camelot Technology Advisors Inc.’s holdings, making the stock its biggest position. Camelot Technology Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $37,204,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also made changes to their positions in the company. Whitener Capital Management Inc. grew its position in shares of iShares Core S&P 500 ETF by 30.6% in the 3rd quarter. Whitener Capital Management Inc. now owns 1,123 shares of the company’s stock valued at $752,000 after acquiring an additional 263 shares during the period. Iams Wealth Management LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at about $334,000. JGP Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF by 7.5% in the 3rd quarter. JGP Wealth Management LLC now owns 140,372 shares of the company’s stock valued at $94,400,000 after purchasing an additional 9,745 shares during the last quarter. FLP Wealth Management LLC grew its holdings in iShares Core S&P 500 ETF by 2,428.2% during the third quarter. FLP Wealth Management LLC now owns 12,717 shares of the company’s stock worth $8,511,000 after purchasing an additional 12,214 shares during the period. Finally, Curbstone Financial Management Corp grew its holdings in iShares Core S&P 500 ETF by 0.5% during the third quarter. Curbstone Financial Management Corp now owns 3,832 shares of the company’s stock worth $2,565,000 after purchasing an additional 20 shares during the period. 70.12% of the stock is owned by institutional investors.
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: 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%
iShares Core S&P 500 ETF Profile
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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