NewEdge Advisors LLC Boosts Position in iShares Core S&P 500 ETF $IVV

NewEdge Advisors LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 34.6% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 1,183,931 shares of the ETF’s stock after acquiring an additional 304,100 shares during the quarter. iShares Core S&P 500 ETF accounts for about 2.6% of NewEdge Advisors LLC’s holdings, making the stock its 2nd biggest holding. NewEdge Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $886,633,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the business. Hedeker Wealth LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 2nd quarter worth approximately $202,000. Baird Financial Group Inc. raised its position in shares of iShares Core S&P 500 ETF by 2.1% in the 2nd quarter. Baird Financial Group Inc. now owns 881,643 shares of the ETF’s stock worth $660,255,000 after purchasing an additional 17,814 shares during the last quarter. Centerline Wealth Advisors LLC raised its position in shares of iShares Core S&P 500 ETF by 9.9% in the 2nd quarter. Centerline Wealth Advisors LLC now owns 479 shares of the ETF’s stock worth $359,000 after purchasing an additional 43 shares during the last quarter. XY Planning Network Inc. boosted its stake in iShares Core S&P 500 ETF by 17.3% in the 2nd quarter. XY Planning Network Inc. now owns 14,106 shares of the ETF’s stock worth $10,563,000 after purchasing an additional 2,085 shares in the last quarter. Finally, Waverly Advisors LLC grew its position in iShares Core S&P 500 ETF by 3.9% during the 2nd quarter. Waverly Advisors LLC now owns 1,297,944 shares of the ETF’s stock valued at $972,018,000 after purchasing an additional 48,868 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 Down 0.6%

iShares Core S&P 500 ETF stock opened at $769.20 on Wednesday. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $783.09. The stock has a fifty day simple moving average of $761.70 and a two-hundred day simple moving average of $728.47. The firm has a market cap of $893.46 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: HSBC said U.S. stocks may have additional upside because artificial-intelligence-driven productivity and earnings gains may not yet be fully reflected in valuations. Continued strength in technology and semiconductor earnings could support the S&P 500 and IVV. HSBC S&P 500 outlook article
• Positive Sentiment: Analysts point to solid corporate earnings growth, a forward S&P 500 price-to-earnings ratio below earlier 2026 levels and the possibility that the recent sideways trading represents consolidation before another advance. S&P 500 and ETF outlook article
• Neutral Sentiment: Bloom Energy’s addition to the S&P 500 highlights ongoing index rebalancing and may modestly affect IVV’s holdings, but the inclusion is unlikely to materially change the diversified ETF’s near-term performance. Bloom Energy S&P 500 inclusion article
• Negative Sentiment: U.S. stock futures were broadly lower after the Labor Day weekend as oil prices climbed, creating renewed concerns about inflation, economic growth and the path of interest rates. S&P 500 futures article
• Negative Sentiment: Rising Treasury yields remain a key risk. A move in the 10-year yield above 5% could pressure equity valuations, while analysts also warn that strong 2027 earnings expectations may be difficult to exceed. S&P 500 earnings and Treasury yields article

iShares Core S&P 500 ETF Profile

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.