iShares Core S&P 500 ETF $IVV Stock Holdings Raised by McCarley & Cook Financial Planners

McCarley & Cook Financial Planners increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.1% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 59,183 shares of the ETF’s stock after purchasing an additional 6,403 shares during the period. iShares Core S&P 500 ETF makes up approximately 34.2% of McCarley & Cook Financial Planners’ holdings, making the stock its largest position. McCarley & Cook Financial Planners’ holdings in iShares Core S&P 500 ETF were worth $45,325,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Capula Management Ltd increased its position in iShares Core S&P 500 ETF by 1,374.6% in the 1st quarter. Capula Management Ltd now owns 9,094,984 shares of the ETF’s stock worth $5,940,934,000 after buying an additional 8,478,226 shares during the period. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 25.6% during the second quarter. Envestnet Asset Management Inc. now owns 41,391,871 shares of the ETF’s stock worth $30,997,946,000 after buying an additional 8,432,228 shares during the last quarter. Allianz Asset Management GmbH lifted its holdings in shares of iShares Core S&P 500 ETF by 386.5% during the second quarter. Allianz Asset Management GmbH now owns 4,777,691 shares of the ETF’s stock worth $3,577,965,000 after buying an additional 3,795,730 shares during the last quarter. Nisa Investment Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF by 17.2% in the third quarter. Nisa Investment Advisors LLC now owns 21,395,674 shares of the ETF’s stock valued at $16,380,993,000 after acquiring an additional 3,141,233 shares during the period. Finally, USS Investment Management Ltd boosted its position in shares of iShares Core S&P 500 ETF by 711.2% in the first quarter. USS Investment Management Ltd now owns 3,033,549 shares of the ETF’s stock valued at $1,981,408,000 after acquiring an additional 2,659,582 shares during the period. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Down 0.5%

Shares of iShares Core S&P 500 ETF stock opened at $763.25 on Friday. The company’s fifty day simple moving average is $771.07 and its 200-day simple moving average is $751.15. The company has a market cap of $875.64 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $785.03.

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: Technical analysts see the S&P 500’s pullback potentially nearing completion. Improving market breadth and favorable seasonality could support a move toward 8,125 if the index holds above 7,507, which would benefit IVV. S&P 500: Seasonality and Market Breadth Suggest Pullback Near Completion as Elliott Wave Pattern Targets 8,125
• Positive Sentiment: Several bullish forecasts remain supportive of the ETF. Goldman Sachs reportedly expects the S&P 500 to reach 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager sees a potential 9,500 level by June 2027, citing artificial intelligence, longevity, and energy investment. Goldman Sachs S&P 500 Forecast UBS S&P 500 Forecast
• Positive Sentiment: Fifth Third Securities increased its IVV position by 8.4% in the third quarter, adding 8,184 shares. The purchase provides a modest institutional-confidence signal, although it is not a major market-moving transaction. Fifth Third Securities Purchases IVV Shares
• Neutral Sentiment: IVV’s reported portfolio activity included sales of NVIDIA and Apple shares. Rebalancing can reduce concentration risk, but trimming two influential S&P 500 components may modestly limit upside if technology leadership continues. IVV Sold NVIDIA IVV Sells NVIDIA and Apple
• Negative Sentiment: Defensive sectors weakened while the Dow declined, and narrow buying in select semiconductor stocks only partly supported the Nasdaq. This indicates fragile market breadth and creates a headwind for IVV. Defensive Stocks Slide
• Negative Sentiment: Early trading sentiment was pressured by elevated oil prices, geopolitical stalemates, and regulatory scrutiny of prediction markets. Separately, widening credit spreads and higher investment-grade bond yields signal increasing concern about leverage and AI infrastructure spending. Stock Market Outlook S&P 500 Credit Risks

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.