Post Resch Tallon Group Inc. boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 21,133 shares of the ETF’s stock after purchasing an additional 1,128 shares during the period. iShares Core S&P 500 ETF comprises approximately 11.3% of Post Resch Tallon Group Inc.’s portfolio, making the stock its largest holding. Post Resch Tallon Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $16,185,000 at the end of the most recent quarter.
Several other institutional investors have also added to or reduced their stakes in IVV. MKD Wealth Coaches LLC boosted its stake in shares of iShares Core S&P 500 ETF by 2.1% during the third quarter. MKD Wealth Coaches LLC now owns 88,628 shares of the ETF’s stock valued at $67,876,000 after purchasing an additional 1,804 shares during the period. Monument Capital Management increased its stake in shares of iShares Core S&P 500 ETF by 8.0% in the third quarter. Monument Capital Management now owns 1,479 shares of the ETF’s stock worth $1,133,000 after buying an additional 110 shares during the period. Go Invest LLC bought a new stake in iShares Core S&P 500 ETF during the 3rd quarter valued at $106,000. Pacifica Partners Inc. raised its holdings in iShares Core S&P 500 ETF by 12.0% during the 3rd quarter. Pacifica Partners Inc. now owns 4,716 shares of the ETF’s stock valued at $3,620,000 after buying an additional 504 shares during the last quarter. Finally, Lee Kelleher & Klein Wealth Management boosted its position in iShares Core S&P 500 ETF by 3.2% during the 3rd quarter. Lee Kelleher & Klein Wealth Management now owns 50,890 shares of the ETF’s stock valued at $38,974,000 after buying an additional 1,590 shares during the period. 70.12% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF News Roundup
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: Investor optimism remains supported by the S&P 500 reaching record highs, with one market strategist arguing that the current bull market still has room to run. S&P 500 Hits New Highs Ahead of Four-Year Bull Market Anniversary
- Positive Sentiment: Strong earnings forecasts are a key support for IVV: analysts expect roughly 30% year-over-year S&P 500 earnings growth in the third quarter, while Deutsche Bank projects growth as high as 34%, citing persistent AI demand and a cyclical recovery. Here comes third-quarter earnings season Deutsche Bank sees S&P 500 earnings growth holding at record in Q3
- Positive Sentiment: A bullish forecast calls for the S&P 500 to reach 10,000 in 2027, based on improving valuation metrics and historically favorable seasonal conditions. Prediction: The S&P 500 Will Hit 10,000 in 2027
- Positive Sentiment: IVV’s relatively low expense ratio remains a competitive advantage versus higher-cost S&P 500 alternatives, potentially helping long-term investor returns and fund flows. The S&P 500 ETF You Know Charges 0.0945%
iShares Core S&P 500 ETF Stock Down 0.4%
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.
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Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
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