HWG Holdings LP Trims Stake in iShares Core S&P 500 ETF $IVV

by · The Cerbat Gem

HWG Holdings LP trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 66,077 shares of the company’s stock after selling 5,382 shares during the period. iShares Core S&P 500 ETF comprises 11.2% of HWG Holdings LP’s investment portfolio, making the stock its largest position. HWG Holdings LP’s holdings in iShares Core S&P 500 ETF were worth $44,225,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. New Vernon Capital Holdings II LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 53,779.2% in the 1st quarter. New Vernon Capital Holdings II LLC now owns 24,775,295 shares of the company’s stock worth $13,921,238,000 after acquiring an additional 24,729,312 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in iShares Core S&P 500 ETF by 18.3% in the second quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock worth $17,553,830,000 after purchasing an additional 4,378,977 shares during the last quarter. Millennium Management LLC lifted its stake in iShares Core S&P 500 ETF by 67.7% in the first quarter. Millennium Management LLC now owns 9,308,270 shares of the company’s stock worth $5,230,317,000 after purchasing an additional 3,757,143 shares during the last quarter. Laurel Wealth Advisors LLC boosted its position in iShares Core S&P 500 ETF by 63,164.8% during the second quarter. Laurel Wealth Advisors LLC now owns 2,748,222 shares of the company’s stock valued at $1,706,371,000 after buying an additional 2,743,878 shares during the period. Finally, Jones Financial Companies Lllp grew its stake in shares of iShares Core S&P 500 ETF by 21.5% during the first quarter. Jones Financial Companies Lllp now owns 14,644,144 shares of the company’s stock valued at $7,861,763,000 after buying an additional 2,592,493 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.4%

NYSEARCA IVV opened at $693.39 on Thursday. The firm has a market cap of $727.71 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $693.86. The stock has a 50-day moving average of $680.25 and a 200-day moving average of $654.34.

iShares Core S&P 500 ETF News Roundup

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

  • Positive Sentiment: Short interest in IVV fell sharply in December (down ~21% vs. Nov. 30), leaving only ~0.8% of shares sold short and a days-to-cover of ~0.7 — a smaller short base lowers the chance of squeeze-driven volatility and can support higher prices.
  • Positive Sentiment: The S&P 500 hit a record close on Tuesday and has shown multiple consecutive up days, led by large-cap tech (Nvidia, Broadcom), which helps IVV because it tracks the S&P 500. Article Title
  • Positive Sentiment: Analysts and commentators are flagging a possible Santa Claus rally and bullish technical setups for the S&P 500 into year-end, which supports continued inflows to broad-index products like IVV. 7000 Level in Sight for S&P 500
  • Neutral Sentiment: US indices are quiet on Christmas Eve with thin, holiday-shortened trading; quiet sessions can both mute and magnify moves depending on flow — expect lower-than-average volume. NASDAQ Index, S&P 500 and Dow Jones Forecasts
  • Neutral Sentiment: Comparison pieces on ETFs note IVV’s lower expense ratio vs. SPY but also note SPY’s superior intraday liquidity — relevant for very large or short-term traders but less so for buy-and-hold investors. SPY vs. IVV: Built to Trade or Built to Hold
  • Neutral Sentiment: Coverage of major investors’ holdings (e.g., Ray Dalio) mentions ETFs among top positions — such publicity can modestly influence flows but is not a direct driver of IVV moves. Ray Dalio’s Top Holdings Revealed
  • Negative Sentiment: US futures slipped on Christmas Eve in some reports, creating short-term downside pressure and intraday volatility risk for IVV despite the broader uptrend. Stock Market Today: Futures Drop

About iShares Core S&P 500 ETF

(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.

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).