iShares Core S&P 500 ETF $IVV Stake Lifted by Midland Wealth Advisors LLC

Midland Wealth Advisors LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 554,879 shares of the ETF’s stock after purchasing an additional 6,850 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 19.5% of Midland Wealth Advisors LLC’s portfolio, making the stock its 2nd largest holding. Midland Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $415,543,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in IVV. Northwestern Mutual Wealth Management Co. lifted its position in iShares Core S&P 500 ETF by 1.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the ETF’s stock worth $23,176,806,000 after acquiring an additional 409,816 shares during the period. Marshall Wace LLP increased its holdings in shares of iShares Core S&P 500 ETF by 17.9% in the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the ETF’s stock valued at $22,228,289,000 after purchasing an additional 4,928,585 shares during the period. Creative Planning raised its stake in shares of iShares Core S&P 500 ETF by 2.3% during the third quarter. Creative Planning now owns 22,735,267 shares of the ETF’s stock worth $15,216,714,000 after purchasing an additional 505,293 shares during the last quarter. Bank of America Corp DE raised its stake in shares of iShares Core S&P 500 ETF by 27.7% during the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the ETF’s stock worth $14,860,784,000 after purchasing an additional 4,709,612 shares during the last quarter. Finally, Corient Private Wealth LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 400.8% during the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock worth $11,935,288,000 after purchasing an additional 13,946,081 shares during the period. 70.12% of the stock is owned by hedge funds and other institutional investors.

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: Evercore ISI raised its view that the S&P 500 could reach 9,000 by year-end, arguing that the multiyear bull market still has substantial room to run. A higher index target supports potential upside for IVV. S&P 500 year-end prediction: Evercore ISI now sees 9,000 as realistic
• Positive Sentiment: Market commentators, including Joe Terranova and RBC’s Lori Calvasina, continue to see additional S&P 500 upside, with some suggesting the index could approach 10,000 over the next 18 months. These forecasts reinforce the bullish longer-term case for IVV. Joe Terranova S&P 500 outlook RBC’s Lori Calvasina sees S&P 500 upside
• Positive Sentiment: Historical analysis showing strong long-term results for investors who bought during market crashes may support continued confidence in owning broad-market exposure such as IVV, although it does not eliminate short-term downside risk. S&P 500 crash-investing returns
• Neutral Sentiment: The S&P 500 is seeing a record number of negative-beta stocks, meaning more constituents are moving opposite to one another. This points to elevated underlying volatility and less uniform market participation, even if index-level performance appears relatively calm. Negative-beta stocks in the S&P 500
• Negative Sentiment: Thirty-year Treasury yields above 5.28% are pressuring stocks as investors weigh inflation, government deficits and heavy debt issuance. Higher long-term yields can reduce the relative appeal of equities and weigh on IVV, particularly its growth-oriented holdings. S&P 500 and 30-year Treasury yields
• Negative Sentiment: Renewed Middle East violence added to concerns about a broader escalation, contributing to choppy trading in stocks and bonds and increasing near-term risk for IVV. RBC market outlook amid geopolitical risk

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $776.29 on Tuesday. The firm’s fifty day moving average price is $752.81 and its 200 day moving average price is $719.52. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $783.09. The firm has a market cap of $901.70 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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.