Fort Washington Investment Advisors 13F: Cuts IVV Stake by $262M

Fort Washington Investment Advisors has cut its holdings in the iShares Core S&P 500 ETF by over 342,000 shares, reflecting a significant reduction in its investment.

Reviewed by automated data checks against the source filing. How we make and check alerts

Fort Washington Investment Advisors sold 342,247 shares from its stake in iShares Core S&P 500 ETF ($IVV), a 62.52% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 205,144 shares worth $157.11 million at the end of the quarter.

Since the filing, $IVV is down 1.1% to date (from the $775.16 close on Oct 15, 2026).

Find the original: Fort Washington Investment Advisors 13F filings on SEC EDGAR

IVV iShares Core S&P 500 ETF
$766.67 +12.65% year to date
Daily close · Oct 16, 2026

Key Points

  • Fort Washington Investment Advisors reduced its position in iShares Core S&P 500 ETF (IVV) by 342,247 shares, now holding 205,144 shares valued at $157.1 million as of October 15, 2026.
  • The recent trading price of IVV is around $765.17, which is currently below its 50-day moving average of $772.02 but above its 200-day average of $727.84.
  • In contrast, Japan Science & Technology Agency increased its IVV stake by 208,165 shares, while B. Riley Wealth Advisors and Concurrent Investment Advisors also boosted their positions in the same ETF.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated iShares Core S&P 500 ETF alert may contain errors. Disclosures

Fort Washington Investment Advisors disclosed on October 15, 2026, that it has cut its stake in the iShares Core S&P 500 ETF (IVV) by 342,247 shares. This reduction brings its total holdings down to 205,144 shares, valued at about $157.1 million. The filing reflects the firm’s position as of the end of the reporting period and may not represent its current investment stance.

13F track record

Fort Washington Investment Advisors vs. the S&P 500

YTD return +8.34% hypothetical
All-time return +99.47% S&P 500 +85.58%
vs. S&P 500 +13.89% ahead of the index

Hypothetical returns from Fort Washington Investment Advisors's disclosed trades, not real profit or advice. How we model this.

What Changed in Fort Washington's iShares IVV Position

Fort Washington reduced its position in the iShares Core S&P 500 ETF by 342,247 shares, marking a 62.5% decrease from its previous count of 547,391 shares. This action shows a strategic shift in its investment approach while retaining a remaining stake of 205,144 shares.

Other Institutional Activity in iShares IVV

In the same quarter, other institutional investors were active in the iShares Core S&P 500 ETF. Japan Science & Technology Agency added 208,165 shares, increasing its holdings by 24.6%. Meanwhile, B. Riley Wealth Advisors boosted its stake by 8.7%, bringing its total to 64,810 shares. Concurrent Investment Advisors also significantly increased its position in the IVV ETF by 92.2%, reflecting a trend of growing interest among institutional holders, even as Fort Washington opted to cut back.

iShares Core S&P 500 ETF Stock Down 1.3%

As of October 16, 2026, IVV recently traded around $765.17. This price is below its 50-day moving average of $772.02 by about 0.9% but is above its 200-day average of $727.84 by 5.1%. The ETF is currently about 2.5% away from its 52-week high of $785.03, and it remains 21% above its 52-week low of $632.14.

Recent Earnings

The iShares Core S&P 500 ETF reported a trailing twelve-month revenue of $157.1 million, with a P/E ratio of approximately 24.2.

Insider Buying and Selling at iShares Core S&P 500 ETF

There were no reported insider transactions for the iShares Core S&P 500 ETF in this period.

Analysts Set New Price Targets

There are no new analyst ratings or price targets provided for the iShares Core S&P 500 ETF recently, indicating that the market sentiment may be cautiously awaiting further developments.

About iShares Core S&P 500 ETF

The iShares Core S&P 500 ETF aims to track the performance of the S&P 500, which reflects the large-cap sector of the U.S. equity market. It provides investors with broad exposure to U.S. companies across various industries. Fort Washington's recent cut in holdings might suggest a reevaluation of its outlook on the large-cap market.

Bottom Line

Looking ahead, it's essential to monitor future filings, as they may reveal further changes in institutional positions. The next earnings report will also be significant for assessing the ongoing performance of the iShares Core S&P 500 ETF. Remember, this filing reflects holdings as of the reporting period and may not represent the fund's current position. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.

Source: Fort Washington Investment Advisors's 13F filing on $IVV (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Fort Washington Investment Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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