Nwam LLC Has $28.78 Million Stake in iShares Core S&P 500 ETF $IVV

Nwam LLC decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 12.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 41,642 shares of the company’s stock after selling 5,833 shares during the quarter. iShares Core S&P 500 ETF makes up 1.6% of Nwam LLC’s portfolio, making the stock its 10th biggest position. Nwam LLC’s holdings in iShares Core S&P 500 ETF were worth $28,776,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in IVV. Marshall Wace LLP raised its holdings in iShares Core S&P 500 ETF by 28.5% in the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after purchasing an additional 6,101,936 shares in the last quarter. Nisa Investment Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 40.6% in the fourth quarter. Nisa Investment Advisors LLC now owns 16,809,463 shares of the company’s stock worth $11,513,474,000 after purchasing an additional 4,854,227 shares in the last quarter. Eisler Capital Management Ltd. raised its holdings in iShares Core S&P 500 ETF by 346.1% in the third quarter. Eisler Capital Management Ltd. now owns 4,963,000 shares of the company’s stock worth $3,305,308,000 after purchasing an additional 3,850,500 shares in the last quarter. Capula Management Ltd raised its holdings in iShares Core S&P 500 ETF by 36.3% in the third quarter. Capula Management Ltd now owns 10,434,370 shares of the company’s stock worth $6,983,724,000 after purchasing an additional 2,776,225 shares in the last quarter. Finally, UBS Group AG raised its holdings in iShares Core S&P 500 ETF by 53.9% in the third quarter. UBS Group AG now owns 4,772,201 shares of the company’s stock worth $3,194,034,000 after purchasing an additional 1,671,715 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

Key Headlines Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: RBC Capital Markets raised its year-end S&P 500 target to 7,900, citing resilient earnings growth and strong AI-related demand, which supports further upside for IVV. RBC lifts S&P 500 year-end target to 7,900 on AI optimism
• Positive Sentiment: Another RBC note argued that big tech and a “two-speed” economy could help drive the benchmark roughly 10% higher over the next year, reinforcing a bullish backdrop for S&P 500 exposure. RBC Boosts S&P 500 Price Target. Big Tech Can Drive a 10% Gain.
• Positive Sentiment: Markets continued to notch record highs this week, with the S&P 500 extending its rally despite geopolitical uncertainty, which should help sentiment toward IVV. Nasdaq, S&P 500 Enjoy Another Record-Breaking Week
• Positive Sentiment: Additional commentary said the S&P 500’s rally is being supported by a strong earnings season, a key driver that can keep passive index funds like IVV elevated. Why the S&P 500 Is Heading to 8000
• Neutral Sentiment: State Street’s ETF outlook said IVV could benefit from heavy U.S. ETF inflows this year, although this is more of a structural tailwind than an immediate catalyst. If the 10-Year Treasury Crosses 4.6%, Here’s What Happens to VOO and IVV
• Neutral Sentiment: Some traders are buying S&P 500 downside protection as part of a hedge trade, suggesting investors are still willing to pay for insurance even as the index rallies. This ‘win-win’ hedge trade is getting popular with traders
• Negative Sentiment: Some technical analysts warned the rally may be getting stretched, with breadth divergence and reversal signals pointing to possible late-stage exhaustion, which could pressure IVV if momentum fades. Elliott Wave and Market Breadth Align on Late-Stage Rally Risk for the S&P 500

iShares Core S&P 500 ETF Trading Up 0.8%

IVV opened at $740.97 on Friday. The stock has a fifty day simple moving average of $684.53 and a two-hundred day simple moving average of $685.48. The company has a market cap of $818.22 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $565.48 and a 12-month high of $741.50.

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.