iShares Core S&P 500 ETF $IVV is Next Capital Management LLC’s Largest Position

Next Capital Management LLC increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 69,834 shares of the company’s stock after purchasing an additional 1,135 shares during the quarter. iShares Core S&P 500 ETF makes up about 15.3% of Next Capital Management LLC’s investment portfolio, making the stock its largest holding. Next Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $47,832,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in IVV. Marshall Wace LLP raised its stake in iShares Core S&P 500 ETF by 28.5% during the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after buying an additional 6,101,936 shares during the last quarter. Nisa Investment Advisors LLC raised its stake in iShares Core S&P 500 ETF by 40.6% during the fourth quarter. Nisa Investment Advisors LLC now owns 16,809,463 shares of the company’s stock valued at $11,513,474,000 after buying an additional 4,854,227 shares during the last quarter. Eisler Capital Management Ltd. raised its stake in iShares Core S&P 500 ETF by 346.1% during the third quarter. Eisler Capital Management Ltd. now owns 4,963,000 shares of the company’s stock valued at $3,305,308,000 after buying an additional 3,850,500 shares during the last quarter. Capula Management Ltd raised its stake in iShares Core S&P 500 ETF by 36.3% during the third quarter. Capula Management Ltd now owns 10,434,370 shares of the company’s stock valued at $6,983,724,000 after buying an additional 2,776,225 shares during the last quarter. Finally, UBS Group AG raised its stake in iShares Core S&P 500 ETF by 53.9% during the third quarter. UBS Group AG now owns 4,772,201 shares of the company’s stock valued at $3,194,034,000 after buying an additional 1,671,715 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 News Summary

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

• Positive Sentiment: Broad-market S&P 500 ETFs continue to attract major inflows, with large-cap core funds like Vanguard’s VOO pulling in billions in May; that supports demand for passive S&P 500 exposure and can be constructive for IVV.
• Neutral Sentiment: Marvell Technology is being added to the S&P 500, replacing Pool and Campbell’s. While this is important for index rebalancing, it is mainly a constituent change and not a direct fundamental driver for IVV. Article Title
• Neutral Sentiment: S&P Dow Jones Indices decided not to loosen eligibility rules for early inclusion, after speculation about possible changes tied to companies like SpaceX. That keeps the index methodology unchanged, which is more of a background factor for IVV. Article Title
• Negative Sentiment: Market commentary says the S&P 500 rally has cooled, with the index giving back earlier gains and putting its winning streak at risk. That signals weaker near-term sentiment for IVV. Article Title
• Negative Sentiment: Analysts are warning that rising turbulence in individual stocks could translate into broader downside risk for the S&P 500, which could weigh on IVV if volatility picks up further. Article Title
• Negative Sentiment: Several headlines suggest the tech rally may be losing momentum, which matters because the S&P 500 has been supported by a handful of large technology names. A cooling tech sector can pressure IVV. Article Title

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $740.91 on Monday. The stock has a fifty day simple moving average of $716.06 and a two-hundred day simple moving average of $695.75. The stock has a market capitalization of $818.15 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00.

About iShares Core S&P 500 ETF

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.