iShares Core S&P 500 ETF $IVV Position Lessened by Kelly Financial Services LLC

Kelly Financial Services LLC reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,582 shares of the company’s stock after selling 2,616 shares during the quarter. iShares Core S&P 500 ETF makes up 6.2% of Kelly Financial Services LLC’s holdings, making the stock its 2nd largest position. Kelly Financial Services LLC’s holdings in iShares Core S&P 500 ETF were worth $23,815,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in IVV. Northwestern Mutual Wealth Management Co. boosted its holdings in shares of iShares Core S&P 500 ETF by 3.8% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock valued at $20,172,093,000 after buying an additional 1,190,963 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in iShares Core S&P 500 ETF by 18.3% in the second quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock valued at $17,553,830,000 after acquiring an additional 4,378,977 shares in the last quarter. New Vernon Capital Holdings II LLC grew its holdings in iShares Core S&P 500 ETF by 53,779.2% in the first quarter. New Vernon Capital Holdings II LLC now owns 24,775,295 shares of the company’s stock worth $13,921,238,000 after purchasing an additional 24,729,312 shares during the last quarter. Creative Planning increased its position in shares of iShares Core S&P 500 ETF by 1.8% during the second quarter. Creative Planning now owns 22,229,974 shares of the company’s stock worth $13,802,591,000 after purchasing an additional 398,230 shares in the last quarter. Finally, PNC Financial Services Group Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 0.7% during the 2nd quarter. PNC Financial Services Group Inc. now owns 15,375,370 shares of the company’s stock valued at $9,546,567,000 after purchasing an additional 105,099 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock opened at $693.39 on Thursday. The business has a fifty day moving average price of $680.25 and a 200-day moving average price of $654.34. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $693.86. The stock has a market capitalization of $727.71 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: Short interest in IVV fell sharply in December (down ~21% vs. Nov. 30), leaving only ~0.8% of shares sold short and a days-to-cover of ~0.7 — a smaller short base lowers the chance of squeeze-driven volatility and can support higher prices.
• Positive Sentiment: The S&P 500 hit a record close on Tuesday and has shown multiple consecutive up days, led by large-cap tech (Nvidia, Broadcom), which helps IVV because it tracks the S&P 500. Article Title
• Positive Sentiment: Analysts and commentators are flagging a possible Santa Claus rally and bullish technical setups for the S&P 500 into year-end, which supports continued inflows to broad-index products like IVV. 7000 Level in Sight for S&P 500
• Neutral Sentiment: US indices are quiet on Christmas Eve with thin, holiday-shortened trading; quiet sessions can both mute and magnify moves depending on flow — expect lower-than-average volume. NASDAQ Index, S&P 500 and Dow Jones Forecasts
• Neutral Sentiment: Comparison pieces on ETFs note IVV’s lower expense ratio vs. SPY but also note SPY’s superior intraday liquidity — relevant for very large or short-term traders but less so for buy-and-hold investors. SPY vs. IVV: Built to Trade or Built to Hold
• Neutral Sentiment: Coverage of major investors’ holdings (e.g., Ray Dalio) mentions ETFs among top positions — such publicity can modestly influence flows but is not a direct driver of IVV moves. Ray Dalio’s Top Holdings Revealed
• Negative Sentiment: US futures slipped on Christmas Eve in some reports, creating short-term downside pressure and intraday volatility risk for IVV despite the broader uptrend. Stock Market Today: Futures Drop

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.