iShares Core S&P 500 ETF $IVV Stake Increased by U.S. Capital Wealth Advisors LLC

U.S. Capital Wealth Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 59,147 shares of the company’s stock after buying an additional 6,578 shares during the quarter. iShares Core S&P 500 ETF comprises 1.1% of U.S. Capital Wealth Advisors LLC’s portfolio, making the stock its 10th largest holding. U.S. Capital Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $39,587,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its stake in iShares Core S&P 500 ETF by 3.5% in the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,713 shares of the company’s stock worth $17,828,000 after buying an additional 974 shares in the last quarter. Cape Investment Advisory Inc. boosted its position in shares of iShares Core S&P 500 ETF by 35.9% in the 2nd quarter. Cape Investment Advisory Inc. now owns 2,807 shares of the company’s stock worth $1,743,000 after purchasing an additional 741 shares in the last quarter. TCP Asset Management LLC boosted its holdings in iShares Core S&P 500 ETF by 1.1% in the third quarter. TCP Asset Management LLC now owns 123,864 shares of the company’s stock worth $82,902,000 after acquiring an additional 1,290 shares in the last quarter. RWA Wealth Partners LLC boosted its stake in iShares Core S&P 500 ETF by 5.0% in the 2nd quarter. RWA Wealth Partners LLC now owns 188,694 shares of the company’s stock worth $117,160,000 after purchasing an additional 9,023 shares in the last quarter. Finally, Evolution Wealth Management Inc. bought a new stake in iShares Core S&P 500 ETF during the 2nd quarter valued at about $1,869,000. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $683.49 on Friday. The firm’s 50 day moving average price is $678.81 and its 200-day moving average price is $652.04. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $693.07. The company has a market cap of $717.32 billion, a PE 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: U.S. futures and equities rose after a cooler-than-expected inflation print, supporting risk assets and ETFs tied to the S&P 500. Stock Market Today: S&P 500, Nasdaq Future Gain
• Positive Sentiment: Reports show heavy retail/institutional activity in IVV call options, which can amplify upside in the ETF as gamma flows and positioning support ETF demand. Investors Purchase High Volume of iShares Core S&P 500 ETF Call Options
• Positive Sentiment: Technical and seasonal analysis (Elliott Wave, cycles, and other forecasts) indicate potential for further upside into next spring, which supports continuation trades in broad S&P products like IVV. S&P 500 Update: Elliott Wave, Seasonality, and Cycles Indicate More Upside
• Neutral Sentiment: The Wall Street Journal notes the S&P 500 is near records with traders hoping for a year-end rally, but delayed economic data is leaving some uncertainty about momentum. This creates mixed short?term signals for IVV. S&P 500 Hovers Near Record With Wall Street Hoping for a Year-End Rally
• Neutral Sentiment: Market commentary highlights holiday-thinned liquidity and technical level watching; these factors limit near-term momentum even if the medium-term trend remains constructive. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Look to Stretch Higher
• Neutral Sentiment: Longer-term bull case (e.g., S&P 8000 scenarios) depends on large rate cuts — a conditional view that keeps upside possible but tied to central?bank action. Can the S&P 500 Get to 8000?
• Neutral Sentiment: Pop-culture/viral coverage comparing famous investors (Pelosi vs. Buffett) is drawing attention but is unlikely to move IVV materially — more noise than fundamental signal. Pelosi Vs. Buffett: Viral Tweet Reveals Who Beat S&P 500 The Most Since 2012
• Negative Sentiment: A Seeking Alpha piece warns of a “Great Liquidity Trap,” citing sharply lower Fed net liquidity and banking cash assets and recommending SELL for big-cap ETFs — this macro liquidity concern is a direct negative tail risk for IVV. S&P 500: The Great Liquidity Trap
• Negative Sentiment: Reports of a “hiring recession” and mixed jobs data are keeping growth risks on investors’ radars, which can increase volatility and weigh on broad ETFs like IVV. Stock Market Today: S&P 500, Nasdaq Futures Gain, Dow Flat

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.