JDM Financial Group LLC lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 21,292 shares of the company’s stock after selling 998 shares during the quarter. iShares Core S&P 500 ETF makes up about 2.8% of JDM Financial Group LLC’s holdings, making the stock its 8th biggest holding. JDM Financial Group LLC’s holdings in iShares Core S&P 500 ETF were worth $14,584,000 at the end of the most recent reporting period.
Several other hedge funds have also made changes to their positions in the company. Decker Retirement Planning Inc. purchased a new stake in iShares Core S&P 500 ETF in the 4th quarter worth approximately $29,000. Palouse Capital Management Inc. purchased a new stake in iShares Core S&P 500 ETF in the 4th quarter worth approximately $38,000. Imprint Wealth LLC purchased a new stake in iShares Core S&P 500 ETF in the 3rd quarter worth approximately $39,000. Dorato Capital Management purchased a new stake in iShares Core S&P 500 ETF in the 4th quarter worth approximately $55,000. Finally, EQ Wealth Advisors LLC purchased a new stake in iShares Core S&P 500 ETF in the 4th quarter worth approximately $55,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Down 0.4%
IVV stock opened at $721.39 on Tuesday. iShares Core S&P 500 ETF has a 12-month low of $558.69 and a 12-month high of $728.25. The company has a market cap of $796.59 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50 day moving average of $681.91 and a two-hundred day moving average of $684.07.
Key Stories Impacting iShares Core S&P 500 ETF
- Positive Sentiment: First?quarter earnings are broadly beating expectations, which supports continued upside for the S&P 500 and ETF inflows into flagship products like IVV. S&P 500 Earnings Are Handily Topping Expectations—It’s Good News for Investors
- Positive Sentiment: Analysts highlight near?term catalysts for the S&P 500 and major ETFs (SPY, VOO) as earnings and macro data remain supportive — a tailwind for IVV given its S&P 500 exposure. Top catalysts for S&P 500 Index, SPY, and VOO ETFs this week
- Positive Sentiment: Technical analysis remains bullish for the S&P 500 with targets above current levels, suggesting momentum can lift broad?market ETFs including IVV if technicals hold. S&P 500: No Rest, Rotations Will Carry It Higher (Technical Analysis)
- Neutral Sentiment: Recent index leadership shifts (new S&P “ruling class” exclusions) signal sector/stock rotation; that can redistribute performance within the index — neutral for IVV overall but important for which sectors drive returns. Nvidia, Apple, Tesla Are Shut Out Of S&P 500’s New Ruling Class
- Neutral Sentiment: Extreme single?stock moves (e.g., SanDisk’s outsized monthly gain) show rising dispersion inside the S&P 500 — this can boost active managers but is a mixed signal for passive IVV flows. SanDisk Stock Crushes Nvidia With 45x Returns, Becomes S&P 500’s Best
- Neutral Sentiment: Some strategists recommend alternatives (small?cap, emerging markets) to outperform the S&P over multi?year horizons — could modestly influence asset allocation trends away from large?cap index ETFs. Buy 2 Index Funds to Beat the S&P 500 in the Next 5 Years, According to Wall Street Analysts
- Negative Sentiment: First?quarter profit gains are concentrated in a few mega?cap tech names, highlighting breadth risk: if those leaders pull back, the index (and IVV) could underperform. S&P 500 profits haven’t been this rich in at least 15 years — but there’s more to the story
- Negative Sentiment: Geopolitical strain (Iran tensions) and a spike in oil pushed risk?off flows and opened the week with sell?pressure on the S&P — a clear near?term headwind for IVV. S&P 500 Faces Oil-Fueled Sell-off Pressure in Possible Return to Merger Monday Deal
iShares Core S&P 500 ETF Company 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.
See Also
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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