Schuylkill Financial LLC reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.8% in the 3rd quarter, Holdings Channel.com reports. The firm owned 13,921 shares of the ETF’s stock after selling 706 shares during the quarter. iShares Core S&P 500 ETF makes up 10.5% of Schuylkill Financial LLC’s holdings, making the stock its largest holding. Schuylkill Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $10,661,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors have also recently bought and sold shares of IVV. Diversify Advisory Services LLC lifted its stake in shares of iShares Core S&P 500 ETF by 28.7% in the third quarter. Diversify Advisory Services LLC now owns 165,212 shares of the ETF’s stock valued at $128,066,000 after buying an additional 36,853 shares during the period. Blalock Williams LLC increased its stake in iShares Core S&P 500 ETF by 74.9% during the second quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock valued at $12,469,000 after acquiring an additional 7,130 shares during the period. Elevated Financial Group LLC increased its stake in iShares Core S&P 500 ETF by 27.7% during the third quarter. Elevated Financial Group LLC now owns 75,609 shares of the ETF’s stock valued at $57,905,000 after acquiring an additional 16,379 shares during the period. Prairie Advisory LLC increased its stake in iShares Core S&P 500 ETF by 123.1% during the third quarter. Prairie Advisory LLC now owns 16,558 shares of the ETF’s stock valued at $12,681,000 after acquiring an additional 9,135 shares during the period. Finally, Cornerstone Planning Group LLC raised its holdings in iShares Core S&P 500 ETF by 55.6% in the 1st quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after acquiring an additional 6,417 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.
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: Technical analysts see the S&P 500’s pullback potentially nearing completion. Improving market breadth and favorable seasonality could support a move toward 8,125 if the index holds above 7,507, which would benefit IVV. S&P 500: Seasonality and Market Breadth Suggest Pullback Near Completion as Elliott Wave Pattern Targets 8,125
- Positive Sentiment: Several bullish forecasts remain supportive of the ETF. Goldman Sachs reportedly expects the S&P 500 to reach 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager sees a potential 9,500 level by June 2027, citing artificial intelligence, longevity, and energy investment. Goldman Sachs S&P 500 Forecast UBS S&P 500 Forecast
- Positive Sentiment: Fifth Third Securities increased its IVV position by 8.4% in the third quarter, adding 8,184 shares. The purchase provides a modest institutional-confidence signal, although it is not a major market-moving transaction. Fifth Third Securities Purchases IVV Shares
- Neutral Sentiment: IVV’s reported portfolio activity included sales of NVIDIA and Apple shares. Rebalancing can reduce concentration risk, but trimming two influential S&P 500 components may modestly limit upside if technology leadership continues. IVV Sold NVIDIA IVV Sells NVIDIA and Apple
- Negative Sentiment: Defensive sectors weakened while the Dow declined, and narrow buying in select semiconductor stocks only partly supported the Nasdaq. This indicates fragile market breadth and creates a headwind for IVV. Defensive Stocks Slide
- Negative Sentiment: Early trading sentiment was pressured by elevated oil prices, geopolitical stalemates, and regulatory scrutiny of prediction markets. Separately, widening credit spreads and higher investment-grade bond yields signal increasing concern about leverage and AI infrastructure spending. Stock Market Outlook S&P 500 Credit Risks
iShares Core S&P 500 ETF Stock Down 0.5%
iShares Core S&P 500 ETF stock opened at $763.25 on Friday. The business has a 50 day moving average price of $771.07 and a two-hundred day moving average price of $751.15. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $785.03. The stock has a market cap of $875.64 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.
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Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
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