Tenet Wealth Partners LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.4% in the third quarter, Holdings Channel reports. The institutional investor owned 48,059 shares of the ETF’s stock after purchasing an additional 1,590 shares during the period. iShares Core S&P 500 ETF accounts for approximately 25.9% of Tenet Wealth Partners LLC’s portfolio, making the stock its biggest position. Tenet Wealth Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $36,806,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IVV. Blalock Williams LLC raised its holdings in iShares Core S&P 500 ETF by 74.9% in the 2nd quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock worth $12,469,000 after acquiring an additional 7,130 shares during the last quarter. Elevated Financial Group LLC lifted its position in iShares Core S&P 500 ETF by 27.7% in the 3rd quarter. Elevated Financial Group LLC now owns 75,609 shares of the ETF’s stock valued at $57,905,000 after acquiring an additional 16,379 shares in the last quarter. Prairie Advisory LLC boosted its stake in iShares Core S&P 500 ETF by 123.1% during the 3rd quarter. Prairie Advisory LLC now owns 16,558 shares of the ETF’s stock valued at $12,681,000 after purchasing an additional 9,135 shares during the last quarter. Cornerstone Planning Group LLC boosted its stake in iShares Core S&P 500 ETF by 55.6% during the 1st quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after purchasing an additional 6,417 shares during the last quarter. Finally, Compass Financial Management LLC purchased a new stake in iShares Core S&P 500 ETF during the 2nd quarter valued at $3,601,000. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Trading Up 0.3%
iShares Core S&P 500 ETF stock opened at $772.35 on Wednesday. The firm has a market cap of $886.70 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock has a fifty day simple moving average of $771.68 and a two-hundred day simple moving average of $749.47. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $785.03.
More iShares Core S&P 500 ETF News
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: Morgan Stanley strategist Mike Wilson said the market correction may be nearly complete and projected the S&P 500 could reach 8,500 by mid-2027. A renewed bullish outlook would benefit IVV through appreciation in its broad equity holdings. Morgan Stanley’s Mike Wilson Says Market Correction Nearly Over
- Positive Sentiment: Historical data cited by The Motley Fool shows the S&P 500 gained one year after all 19 midterm elections since 1950, supporting the case for continued long-term exposure through IVV. Should You Wait Until After the Midterm Elections to Buy the S&P 500?
- Positive Sentiment: IVV’s significantly lower expense ratio than SPY remains a competitive advantage for long-term investors, while both ETFs offer nearly identical S&P 500 exposure and performance. IVV vs. SPY
- Neutral Sentiment: IVV added to its NVIDIA and Apple exposure on October 16, reinforcing participation in the market’s strongest technology leaders but also increasing dependence on a small number of mega-cap stocks. IVV Adds NVIDIA and Apple
- Neutral Sentiment: An investment adviser reduced its IVV position by 10.2% in the third quarter. The filing is relatively small and reflects one manager’s allocation decision rather than a broad change in ETF demand. IVV Holdings Cut by Copper Harbor Investment Advisors
- Negative Sentiment: AI-related companies account for nearly half of the S&P 500’s market value, while Goldman Sachs expects AI capital-spending growth to slow sharply after 2026. Any disappointment in AI earnings or spending could weigh disproportionately on IVV. AI Swings Rock the S&P 500
- Negative Sentiment: Investors are watching technical support levels ahead of major earnings reports, while futures weakness, housing data and geopolitical tensions could increase near-term pressure on the index and IVV. Investors Look to Earnings to Reset the Bull Market
iShares Core S&P 500 ETF 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.
Recommended Stories
- Five stocks we like better than iShares Core S&P 500 ETF
- Aurora Rejects Curaleaf’s Higher Bid, But the Takeover Fight Isn’t Over
- Centrus Energy Is Building a Nuclear Fuel Powerhouse—Why Is Its Stock Struggling?
- Halliburton Gains Traction: Multiyear Upcycle Ahead
- Meta Platforms’ AI Comeback Faces an Earnings Test—And a $10 Billion Charge
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).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
