Strid Group LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 40.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 12,052 shares of the ETF’s stock after purchasing an additional 3,463 shares during the period. iShares Core S&P 500 ETF accounts for 1.0% of Strid Group LLC’s investment portfolio, making the stock its 16th biggest holding. Strid Group LLC’s holdings in iShares Core S&P 500 ETF were worth $9,230,000 at the end of the most recent reporting period.
Several other large investors also recently added to or reduced their stakes in IVV. Envestnet Asset Management Inc. boosted its position in shares of iShares Core S&P 500 ETF by 25.6% in the second quarter. Envestnet Asset Management Inc. now owns 41,391,871 shares of the ETF’s stock worth $30,997,946,000 after buying an additional 8,432,228 shares during the period. Northwestern Mutual Wealth Management Co. raised its position in iShares Core S&P 500 ETF by 1.2% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock valued at $26,225,264,000 after buying an additional 421,146 shares during the period. Nisa Investment Advisors LLC raised its position in iShares Core S&P 500 ETF by 17.2% during the third quarter. Nisa Investment Advisors LLC now owns 21,395,674 shares of the ETF’s stock valued at $16,380,993,000 after buying an additional 3,141,233 shares during the period. Capula Management Ltd lifted its stake in iShares Core S&P 500 ETF by 1,374.6% in the 1st quarter. Capula Management Ltd now owns 9,094,984 shares of the ETF’s stock worth $5,940,934,000 after acquiring an additional 8,478,226 shares in the last quarter. Finally, Allianz Asset Management GmbH lifted its stake in iShares Core S&P 500 ETF by 386.5% in the 2nd quarter. Allianz Asset Management GmbH now owns 4,777,691 shares of the ETF’s stock worth $3,577,965,000 after acquiring an additional 3,795,730 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Stock Performance
Shares of NYSEARCA IVV opened at $759.18 on Monday. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $785.03. The business has a 50-day moving average price of $770.86 and a two-hundred day moving average price of $731.81. The firm has a market capitalization of $870.48 billion, a PE ratio of 25.10 and a beta of 1.00.
iShares Core S&P 500 ETF News Summary
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: S&P 500 companies posted an estimated 29.5% year-over-year earnings growth in the third quarter, marking a rare third consecutive quarter of growth above 25%. Strong underlying earnings could provide longer-term support for IVV if the results continue to outweigh valuation concerns. Here’s What the S&P 500 Did the Last 2 Times Its Earnings Grew 25%-Plus for 3 Straight Quarters
- Positive Sentiment: Long-term performance data and Warren Buffett’s continued endorsement of low-cost S&P 500 index funds reinforce IVV’s appeal as a diversified, buy-and-hold investment, although historical returns do not guarantee future gains. Warren Buffett Says Most Investors Should Buy the S&P 500
- Neutral Sentiment: Index changes adding Okta and removing Kenvue may prompt routine buying and selling by funds that track the S&P 500. The adjustments are unlikely to materially change IVV’s overall risk profile. Okta Stock Can Find More Buyers as It Joins the S&P 500
- Neutral Sentiment: A sharp decline in Reddit affected a thematic fund more than broad S&P 500 index funds, suggesting limited direct impact on IVV. Own an S&P 500 Fund? Reddit’s Slide Affects You More Than You Think
- Negative Sentiment: The S&P 500 fell for a third consecutive week, with a technology sell-off weighing on the index and IVV. S&P 500 Snapshot: Stocks Edge Lower for 3rd Straight Week
- Negative Sentiment: The market’s Fear reading and a reported plunge in Alphabet shares point to continued risk aversion, particularly toward highly valued technology stocks that carry significant weight in IVV. S&P 500 Ends Three-Day Surge as Alphabet Shares Plunge
- Negative Sentiment: Monthly moving-average signals show a more cautious trend-following backdrop, with the Ivy Portfolio shifting some allocations to cash. This reinforces concerns about near-term momentum in the broader market. Moving Averages of the Ivy Portfolio and S&P 500
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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