EFG Asset Management Americas Corp. Reduces Holdings in iShares Core S&P 500 ETF $IVV

by · The Markets Daily

EFG Asset Management Americas Corp. decreased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 12.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,751 shares of the company’s stock after selling 1,259 shares during the quarter. EFG Asset Management Americas Corp.’s holdings in iShares Core S&P 500 ETF were worth $5,857,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Falcon Wealth Planning increased its position in shares of iShares Core S&P 500 ETF by 0.4% in the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock valued at $2,771,000 after acquiring an additional 15 shares during the period. Atwood & Palmer Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 0.9% in the third quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after purchasing an additional 15 shares during the period. Cathy Pareto & Associates Inc. raised its stake in shares of iShares Core S&P 500 ETF by 2.7% in the third quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock worth $387,000 after purchasing an additional 15 shares during the last quarter. Balanced Wealth Group LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.8% during the third quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after purchasing an additional 15 shares during the period. Finally, Nicollet Investment Management Inc. increased its holdings in iShares Core S&P 500 ETF by 1.0% in the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after buying an additional 15 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

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: Major institutional accumulation reported in Q4 2025 (including funds linked to Israel Englander), reinforcing large-scale conviction in owning S&P 500 exposure — a flow tailwind for IVV. Read More.
  • Positive Sentiment: ETF-focused coverage recommends buy-and-hold exposure to diversified S&P products amid near-term volatility — supportive for long-term inflows into IVV. Read More.
  • Positive Sentiment: Seasonality models point to a short-term low around March 13 followed by a potential rally toward March 20, suggesting a near-term technical bounce window for the S&P 500 and IVV. Read More.
  • Neutral Sentiment: Market commentary suggests indices are attempting to stabilize and “turn things around” as traders hunt for discounted names; tone is tentative and dependent on macro headlines. Read More.
  • Neutral Sentiment: Other technical/market updates note a bounce from recent lows, but uncertainty remains—this is more context-setting than an immediate driver for IVV flows. Read More.
  • Neutral Sentiment: Long-term comparisons of Bitcoin vs. the S&P 500 spotlight the ETF as a core equity allocation for buy-and-hold investors; useful background but not a near-term price catalyst. Read More.
  • Negative Sentiment: Geopolitical escalation (threats toward Iran) and oil prices holding above $100 are weighing on futures and risk appetite, pressuring S&P 500-linked products like IVV. Read More.
  • Negative Sentiment: Coverage highlighting that the S&P 500 recently broke major technical support and warning of another ~10% decline raises downside risk and may prompt mean reversion/outflows from risk ETFs including IVV. Read More.
  • Negative Sentiment: Sector-specific weakness (e.g., semiconductor chain names) can amplify index pressure; negative earnings/sector headlines may weigh on IVV via S&P component declines. Read More.
  • Negative Sentiment: Broader market futures have been softer into the session amid macro headlines, increasing short-term volatility for IVV. Read More.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $665.20 on Friday. The stock has a market cap of $731.19 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a fifty day moving average price of $689.62 and a 200 day moving average price of $679.32. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $700.97.

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.

See Also

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).