Raleigh Capital Management Inc. Raises Stake in iShares Core S&P 500 ETF $IVV

Raleigh Capital Management Inc. raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 62.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 13,069 shares of the ETF’s stock after acquiring an additional 5,019 shares during the quarter. iShares Core S&P 500 ETF accounts for about 3.1% of Raleigh Capital Management Inc.’s portfolio, making the stock its 5th biggest holding. Raleigh Capital Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $9,788,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Belpointe Asset Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock valued at $27,239,000 after buying an additional 1,700 shares in the last quarter. Atria Investments Inc boosted its stake in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock worth $172,181,000 after acquiring an additional 30,777 shares in the last quarter. M&T Bank Corp boosted its stake in shares of iShares Core S&P 500 ETF by 0.8% during the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock worth $896,587,000 after acquiring an additional 10,723 shares in the last quarter. FDx Advisors Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 40.7% during the 4th quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock worth $9,587,000 after acquiring an additional 4,051 shares in the last quarter. Finally, Cornerstone Planning Group LLC grew its holdings in shares of iShares Core S&P 500 ETF by 55.6% in the 1st quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock worth $11,730,000 after acquiring an additional 6,417 shares during the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

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: Cooling inflation supports stocks: A benign PPI reading eased interest-rate concerns and improved investor sentiment, raising expectations that the Federal Reserve may have more flexibility on future policy. S&P 500 Hits New Record High Following PPI Data
• Positive Sentiment: Record index performance and technology strength: The S&P 500 closed at a new high as falling oil prices, easing inflation fears and continued technology-sector gains encouraged risk-taking. This is the most direct support for IVV. Dow rises as S&P 500 closes at record high
• Positive Sentiment: Potential index breakout: Technical analysts see bullish flag formations and possible breakouts in the S&P 500 and Nasdaq, suggesting momentum could continue if geopolitical risks do not intensify. US Indices Forecast
• Positive Sentiment: Tariff refunds may aid constituents: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, with $2.1 billion already received. These cash benefits could modestly support earnings and liquidity for affected holdings. S&P 500 Companies Claim Tariff Refunds
• Neutral Sentiment: Index reshuffling: Reddit will enter the S&P 500 on August 18, replacing AvalonBay Communities. The change may create short-term rebalancing flows, but its effect on IVV should be limited because Reddit represents a small portion of the index. Reddit shares jump on S&P 500 inclusion
• Negative Sentiment: Geopolitical and policy risks remain: Renewed Middle East tensions and uncertainty ahead of the weekend are limiting gains, while upcoming economic data could renew questions about the Fed’s interest-rate path. S&P 500 edges higher as earnings offset tensions

iShares Core S&P 500 ETF Stock Down 0.2%

Shares of NYSEARCA IVV opened at $780.04 on Friday. The stock’s fifty day simple moving average is $752.14 and its 200 day simple moving average is $718.81. The stock has a market capitalization of $906.06 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $632.14 and a 52-week high of $783.09.

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.