Valeo Financial Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 34.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 315,833 shares of the company’s stock after purchasing an additional 80,965 shares during the period. iShares Core S&P 500 ETF accounts for about 4.7% of Valeo Financial Advisors LLC’s holdings, making the stock its 3rd biggest holding. Valeo Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $216,327,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors have also recently added to or reduced their stakes in the business. Marshall Wace LLP lifted its holdings in iShares Core S&P 500 ETF by 28.5% in the 3rd quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after buying an additional 6,101,936 shares in the last quarter. Nisa Investment Advisors LLC lifted its holdings in iShares Core S&P 500 ETF by 40.6% in the 4th quarter. Nisa Investment Advisors LLC now owns 16,809,463 shares of the company’s stock worth $11,513,474,000 after buying an additional 4,854,227 shares in the last quarter. Eisler Capital Management Ltd. lifted its holdings in iShares Core S&P 500 ETF by 346.1% in the 3rd quarter. Eisler Capital Management Ltd. now owns 4,963,000 shares of the company’s stock worth $3,305,308,000 after buying an additional 3,850,500 shares in the last quarter. Capula Management Ltd lifted its holdings in iShares Core S&P 500 ETF by 36.3% in the 3rd quarter. Capula Management Ltd now owns 10,434,370 shares of the company’s stock worth $6,983,724,000 after buying an additional 2,776,225 shares in the last quarter. Finally, UBS Group AG lifted its holdings in iShares Core S&P 500 ETF by 53.9% in the 3rd quarter. UBS Group AG now owns 4,772,201 shares of the company’s stock worth $3,194,034,000 after buying an additional 1,671,715 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF Price Performance
Shares of IVV stock opened at $740.97 on Monday. iShares Core S&P 500 ETF has a 12 month low of $565.48 and a 12 month high of $741.50. The firm has a market capitalization of $818.22 billion, a P/E ratio of 25.10 and a beta of 1.00. The company’s fifty day moving average price is $684.53 and its two-hundred day moving average price is $685.48.
Key iShares Core S&P 500 ETF News
- 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 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.
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