Old Port Advisors decreased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 24.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,791 shares of the company’s stock after selling 1,886 shares during the period. iShares Core S&P 500 ETF accounts for 1.0% of Old Port Advisors’ investment portfolio, making the stock its 25th biggest holding. Old Port Advisors’ holdings in iShares Core S&P 500 ETF were worth $3,966,000 at the end of the most recent reporting period.
A number of other hedge funds also recently bought and sold shares of the company. Wedmont Private Capital grew its position in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. Wedmont Private Capital now owns 14,480 shares of the company’s stock valued at $10,029,000 after purchasing an additional 153 shares during the last quarter. AdviceOne Advisory Services LLC lifted its position in shares of iShares Core S&P 500 ETF by 31.0% during the 4th quarter. AdviceOne Advisory Services LLC now owns 1,224 shares of the company’s stock worth $838,000 after purchasing an additional 290 shares during the last quarter. Lincoln Capital LLC lifted its position in shares of iShares Core S&P 500 ETF by 3.6% during the 4th quarter. Lincoln Capital LLC now owns 4,761 shares of the company’s stock worth $3,261,000 after purchasing an additional 167 shares during the last quarter. American National Bank of Texas boosted its stake in iShares Core S&P 500 ETF by 16.5% during the 4th quarter. American National Bank of Texas now owns 25,030 shares of the company’s stock valued at $17,144,000 after purchasing an additional 3,550 shares during the period. Finally, Cahaba Wealth Management Inc. boosted its stake in iShares Core S&P 500 ETF by 2.1% during the 4th quarter. Cahaba Wealth Management Inc. now owns 624,708 shares of the company’s stock valued at $427,887,000 after purchasing an additional 12,552 shares during the period. 70.12% of the stock is currently owned by institutional investors.
Trending Headlines about iShares Core S&P 500 ETF
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: Analysis arguing a near-term countertrend rally for the S&P 500 could lift broad-market ETFs like IVV if the forecast plays out; this is a short‑term bullish technical call that could attract buyers into index ETFs. The S&P 500 Will See a Countertrend Rally Soon
- Positive Sentiment: A popular ETF comparison argues many buy-and-hold investors are better off with lower-cost S&P 500 ETFs (implicit support for IVV vs. legacy SPY habits), which can support long-term flows into IVV. The Only S&P 500 ETF You Need in 2026 and It’s Not the One You Think
- Neutral Sentiment: A primer on IVV that highlights its core, passively managed S&P 500 exposure — useful for reminding investors IVV’s role as a low-cost benchmark vehicle but not new catalyst news. Should iShares Core S&P 500 ETF (IVV) Be on Your Investing Radar?
- Neutral Sentiment: MarketWatch notes that dropping under the 200‑day moving average after a long run isn’t always catastrophic — suggests potential for choppy consolidation rather than a persistent selloff. Here’s what happens after the S&P 500 breaks under the 200-day moving average following a long run
- Negative Sentiment: JPMorgan trimmed its 2026 year‑end S&P 500 target (7,200 from 7,500) and warned markets may be underpricing supply‑shock risks from rising oil — a caution that can weigh on broad‑market ETFs like IVV. JPMorgan analysts cut S&P 500 target, flagging market complacency despite oil shock
- Negative Sentiment: Technicals and internals show deterioration beneath the surface (breadth weakness, oil surge, geopolitical risk), which supports caution and outflows from risk-on ETFs. The S&P 500 just flashed a bearish sign — but more damage is being done beneath the market’s surface
- Negative Sentiment: Strategists and technicians (including Fairlead’s Katie Stockton) flag vulnerability around the S&P’s 200‑day moving average and rising headline/geopolitical risk, adding to near‑term downside risk for IVV. The S&P 500 200-day moving average looks vulnerable to us, says Fairlead’s Katie Stockton
iShares Core S&P 500 ETF Stock Down 1.5%
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.
Further Reading
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).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
