Next Capital Management LLC Raises Holdings in iShares Core S&P 500 ETF $IVV

Next Capital Management LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 69,834 shares of the company’s stock after buying an additional 1,135 shares during the quarter. iShares Core S&P 500 ETF comprises 15.3% of Next Capital Management LLC’s investment portfolio, making the stock its largest position. Next Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $47,832,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Northwestern Mutual Wealth Management Co. grew its position in shares of iShares Core S&P 500 ETF by 1.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the company’s stock worth $23,176,806,000 after buying an additional 409,816 shares during the last quarter. Marshall Wace LLP grew its position in shares of 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 during the last quarter. Creative Planning lifted its stake in shares of iShares Core S&P 500 ETF by 2.3% in the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after purchasing an additional 505,293 shares during the period. Nisa Investment Advisors LLC lifted its stake in shares of 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 valued at $11,513,474,000 after purchasing an additional 4,854,227 shares during the period. Finally, PNC Financial Services Group Inc. lifted its stake in shares of iShares Core S&P 500 ETF by 2.0% in the 4th quarter. PNC Financial Services Group Inc. now owns 15,763,521 shares of the company’s stock valued at $10,797,066,000 after purchasing an additional 310,464 shares during the period. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

IVV opened at $740.91 on Monday. The stock has a market cap of $818.15 billion, a PE ratio of 25.10 and a beta of 1.00. The business has a 50 day moving average of $716.06 and a 200-day moving average of $695.75. iShares Core S&P 500 ETF has a 52 week low of $594.71 and a 52 week high of $764.00.

Key Headlines Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: Broad-market S&P 500 ETFs continue to attract major inflows, with large-cap core funds like Vanguard’s VOO pulling in billions in May; that supports demand for passive S&P 500 exposure and can be constructive for IVV.
• Neutral Sentiment: Marvell Technology is being added to the S&P 500, replacing Pool and Campbell’s. While this is important for index rebalancing, it is mainly a constituent change and not a direct fundamental driver for IVV. Article Title
• Neutral Sentiment: S&P Dow Jones Indices decided not to loosen eligibility rules for early inclusion, after speculation about possible changes tied to companies like SpaceX. That keeps the index methodology unchanged, which is more of a background factor for IVV. Article Title
• Negative Sentiment: Market commentary says the S&P 500 rally has cooled, with the index giving back earlier gains and putting its winning streak at risk. That signals weaker near-term sentiment for IVV. Article Title
• Negative Sentiment: Analysts are warning that rising turbulence in individual stocks could translate into broader downside risk for the S&P 500, which could weigh on IVV if volatility picks up further. Article Title
• Negative Sentiment: Several headlines suggest the tech rally may be losing momentum, which matters because the S&P 500 has been supported by a handful of large technology names. A cooling tech sector can pressure IVV. Article Title

About iShares Core S&P 500 ETF

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.