Investors Research Corp boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,859 shares of the ETF’s stock after buying an additional 875 shares during the period. Investors Research Corp’s holdings in iShares Core S&P 500 ETF were worth $5,253,000 as of its most recent SEC filing.
A number of other hedge funds also recently added to or reduced their stakes in IVV. Envestnet Asset Management Inc. grew its position 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 acquiring an additional 8,432,228 shares during the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in shares of iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock worth $26,225,264,000 after acquiring an additional 421,146 shares during the period. Corient Private Wealth LLC lifted its position in iShares Core S&P 500 ETF by 400.8% in the 4th quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock valued at $11,935,288,000 after purchasing an additional 13,946,081 shares during the last quarter. Millennium Management LLC lifted its position in iShares Core S&P 500 ETF by 93.3% in the 4th quarter. Millennium Management LLC now owns 14,494,278 shares of the ETF’s stock valued at $9,927,711,000 after purchasing an additional 6,995,145 shares during the last quarter. Finally, Squarepoint Ops LLC boosted its stake in iShares Core S&P 500 ETF by 27.2% during the 4th quarter. Squarepoint Ops LLC now owns 10,478,051 shares of the ETF’s stock valued at $7,176,836,000 after purchasing an additional 2,241,167 shares during the period. 70.12% of the stock is currently owned by institutional investors.
iShares Core S&P 500 ETF Trading Down 0.3%
iShares Core S&P 500 ETF stock traded down $1.96 during midday trading on Wednesday, reaching $780.58. 3,644,072 shares of the stock traded hands, compared to its average volume of 7,929,292. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03. The firm has a market cap of $897.20 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a fifty day moving average price of $769.24 and a two-hundred day moving average price of $740.72.
Key iShares Core S&P 500 ETF News
- Positive Sentiment: Analysts expect S&P 500 earnings growth of nearly 30% year over year in the third quarter, while Deutsche Bank forecasts growth as high as 34%—well above consensus. Continued artificial-intelligence demand and a cyclical recovery could support further gains across IVV’s holdings. Deutsche Bank sees S&P 500 earnings growth holding at record in Q3
- Positive Sentiment: The S&P 500 recently reached a record high as technology and AI-related stocks advanced, while Treasury yields eased from recent highs. This remains a supportive backdrop for IVV, whose largest positions include major technology companies. S&P 500 hits record high as AI stocks rise and Treasury yields ease further
- Neutral Sentiment: Investor sentiment has improved into the neutral zone, and futures have remained near record levels. However, markets are awaiting Federal Reserve meeting minutes and additional third-quarter earnings for confirmation that the rally can continue. Stock Market: Will S&P 500 Open Up or Down Today?
- Negative Sentiment: Concentration risk is increasing: NVIDIA, Apple and Microsoft now represent roughly 21% of the S&P 500. Any pullback in these heavily weighted stocks could disproportionately pressure IVV, even if the broader market remains stable. Three Stocks Are Now 21% of the S&P 500, the Most Ever
- Negative Sentiment: Higher Treasury yields, rising oil prices and renewed U.S.-Iran geopolitical tensions could weigh on valuations and increase volatility. Several mega-cap technology stocks also appear overbought after their recent rally. Stock Market Today: S&P 500, Nasdaq Futures Hover Near Record Highs
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.
Further Reading
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