WealthNavi Inc. Has $526.37 Million Holdings in iShares Core S&P 500 ETF $IVV

WealthNavi Inc. raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 702,867 shares of the ETF’s stock after purchasing an additional 62,162 shares during the quarter. iShares Core S&P 500 ETF accounts for about 4.1% of WealthNavi Inc.’s portfolio, making the stock its 6th largest position. WealthNavi Inc. owned about 0.06% of iShares Core S&P 500 ETF worth $526,370,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in IVV. Punch & Associates Investment Management Inc. raised its position in iShares Core S&P 500 ETF by 50.0% during the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after purchasing an additional 14 shares during the period. Hidden Cove Wealth Management LLC lifted its stake in shares of iShares Core S&P 500 ETF by 3.5% in the 2nd quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock valued at $306,000 after purchasing an additional 14 shares during the last quarter. Wealth Effects LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the 4th quarter. Wealth Effects LLC now owns 4,276 shares of the ETF’s stock worth $2,929,000 after purchasing an additional 15 shares during the period. West Wealth Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the 4th quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock worth $987,000 after purchasing an additional 15 shares during the period. Finally, Keeler & Nadler Financial Planning & Wealth Management increased its position in shares of iShares Core S&P 500 ETF by 2.9% during the 4th quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the ETF’s stock valued at $369,000 after purchasing an additional 15 shares during the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Down 0.2%

IVV stock opened at $780.04 on Friday. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $783.09. The company has a 50-day moving average price of $752.14 and a 200 day moving average price of $718.81. The stock has a market cap of $906.06 billion, a PE ratio of 25.10 and a beta of 1.00.

Key Stories Impacting iShares Core S&P 500 ETF

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

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.