Soltis Investment Advisors LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 11.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 51,634 shares of the ETF’s stock after acquiring an additional 5,353 shares during the period. iShares Core S&P 500 ETF comprises 1.8% of Soltis Investment Advisors LLC’s holdings, making the stock its 6th biggest holding. Soltis Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $39,544,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 25.6% in the second quarter. Envestnet Asset Management Inc. now owns 41,391,871 shares of the ETF’s stock worth $30,997,946,000 after acquiring an additional 8,432,228 shares during the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in shares of iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock valued at $26,225,264,000 after purchasing an additional 421,146 shares in the last quarter. Nisa Investment Advisors LLC grew its holdings in shares of iShares Core S&P 500 ETF by 17.2% during the 3rd quarter. Nisa Investment Advisors LLC now owns 21,395,674 shares of the ETF’s stock valued at $16,380,993,000 after purchasing an additional 3,141,233 shares during the last quarter. Capula Management Ltd grew its holdings in shares of 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 valued at $5,940,934,000 after purchasing an additional 8,478,226 shares during the last quarter. Finally, Allianz Asset Management GmbH grew its holdings in shares of iShares Core S&P 500 ETF by 386.5% during the 2nd quarter. Allianz Asset Management GmbH now owns 4,777,691 shares of the ETF’s stock valued at $3,577,965,000 after purchasing an additional 3,795,730 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF News Summary
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: S&P 500 companies posted an estimated 29.5% year-over-year earnings growth in the third quarter, marking a rare third consecutive quarter of growth above 25%. Strong underlying earnings could provide longer-term support for IVV if the results continue to outweigh valuation concerns. Here’s What the S&P 500 Did the Last 2 Times Its Earnings Grew 25%-Plus for 3 Straight Quarters
- Positive Sentiment: Long-term performance data and Warren Buffett’s continued endorsement of low-cost S&P 500 index funds reinforce IVV’s appeal as a diversified, buy-and-hold investment, although historical returns do not guarantee future gains. Warren Buffett Says Most Investors Should Buy the S&P 500
- Neutral Sentiment: Index changes adding Okta and removing Kenvue may prompt routine buying and selling by funds that track the S&P 500. The adjustments are unlikely to materially change IVV’s overall risk profile. Okta Stock Can Find More Buyers as It Joins the S&P 500
- Neutral Sentiment: A sharp decline in Reddit affected a thematic fund more than broad S&P 500 index funds, suggesting limited direct impact on IVV. Own an S&P 500 Fund? Reddit’s Slide Affects You More Than You Think
- Negative Sentiment: The S&P 500 fell for a third consecutive week, with a technology sell-off weighing on the index and IVV. S&P 500 Snapshot: Stocks Edge Lower for 3rd Straight Week
- Negative Sentiment: The market’s Fear reading and a reported plunge in Alphabet shares point to continued risk aversion, particularly toward highly valued technology stocks that carry significant weight in IVV. S&P 500 Ends Three-Day Surge as Alphabet Shares Plunge
- Negative Sentiment: Monthly moving-average signals show a more cautious trend-following backdrop, with the Ivy Portfolio shifting some allocations to cash. This reinforces concerns about near-term momentum in the broader market. Moving Averages of the Ivy Portfolio and S&P 500
iShares Core S&P 500 ETF Price Performance
IVV stock opened at $759.18 on Friday. The company has a 50 day simple moving average of $770.86 and a 200 day simple moving average of $731.81. The stock has a market cap of $870.48 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $785.03.
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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