iShares Core S&P 500 ETF $IVV Shares Bought by NewEdge Advisors LLC

NewEdge Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 34.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,183,931 shares of the ETF’s stock after acquiring an additional 304,100 shares during the period. iShares Core S&P 500 ETF makes up about 2.6% of NewEdge Advisors LLC’s portfolio, making the stock its 2nd largest holding. NewEdge Advisors LLC owned approximately 0.10% of iShares Core S&P 500 ETF worth $886,633,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in IVV. Corient Private Wealth LLC lifted its stake in iShares Core S&P 500 ETF by 400.8% in the 4th quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock valued at $11,935,288,000 after purchasing an additional 13,946,081 shares during the last quarter. Capula Management Ltd grew its position in iShares Core S&P 500 ETF by 1,374.6% during 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 during the last quarter. Schonfeld Strategic Advisors LLC raised its position in iShares Core S&P 500 ETF by 3,927.5% in the fourth quarter. Schonfeld Strategic Advisors LLC now owns 8,161,918 shares of the ETF’s stock valued at $5,590,424,000 after purchasing an additional 7,959,263 shares during the last quarter. Millennium Management LLC boosted its stake in shares of iShares Core S&P 500 ETF by 93.3% during the fourth quarter. Millennium Management LLC now owns 14,494,278 shares of the ETF’s stock valued at $9,927,711,000 after purchasing an additional 6,995,145 shares in the last quarter. Finally, Walleye Capital LLC acquired a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $4,531,611,000. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Trading Down 0.6%

NYSEARCA IVV opened at $769.20 on Wednesday. The firm has a market capitalization of $893.46 billion, a PE ratio of 25.10 and a beta of 1.00. The business’s 50-day moving average price is $761.70 and its two-hundred day moving average price is $728.47. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $783.09.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: HSBC said U.S. stocks may have additional upside because artificial-intelligence-driven productivity and earnings gains may not yet be fully reflected in valuations. Continued strength in technology and semiconductor earnings could support the S&P 500 and IVV. HSBC S&P 500 outlook article
• Positive Sentiment: Analysts point to solid corporate earnings growth, a forward S&P 500 price-to-earnings ratio below earlier 2026 levels and the possibility that the recent sideways trading represents consolidation before another advance. S&P 500 and ETF outlook article
• Neutral Sentiment: Bloom Energy’s addition to the S&P 500 highlights ongoing index rebalancing and may modestly affect IVV’s holdings, but the inclusion is unlikely to materially change the diversified ETF’s near-term performance. Bloom Energy S&P 500 inclusion article
• Negative Sentiment: U.S. stock futures were broadly lower after the Labor Day weekend as oil prices climbed, creating renewed concerns about inflation, economic growth and the path of interest rates. S&P 500 futures article
• Negative Sentiment: Rising Treasury yields remain a key risk. A move in the 10-year yield above 5% could pressure equity valuations, while analysts also warn that strong 2027 earnings expectations may be difficult to exceed. S&P 500 earnings and Treasury yields article

iShares Core S&P 500 ETF 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.