Secure Asset Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 21.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 21,233 shares of the company’s stock after purchasing an additional 3,735 shares during the quarter. iShares Core S&P 500 ETF comprises about 2.4% of Secure Asset Management LLC’s investment portfolio, making the stock its 6th largest position. Secure Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $14,265,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also made changes to their positions in IVV. Heck Capital Advisors LLC bought a new stake in iShares Core S&P 500 ETF during the fourth quarter worth approximately $331,591,000. Bison Wealth LLC increased its position in shares of iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares during the last quarter. 1832 Asset Management L.P. increased its position in shares of iShares Core S&P 500 ETF by 33.5% during the 1st quarter. 1832 Asset Management L.P. now owns 164,849 shares of the company’s stock valued at $92,629,000 after purchasing an additional 41,333 shares during the last quarter. Sax Wealth Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 33.6% during the 1st quarter. Sax Wealth Advisors LLC now owns 22,920 shares of the company’s stock valued at $12,879,000 after buying an additional 5,763 shares during the period. Finally, Northwestern Mutual Wealth Management Co. lifted its position in iShares Core S&P 500 ETF by 2.5% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 31,297,509 shares of the company’s stock worth $17,586,070,000 after buying an additional 768,618 shares during the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF Stock Up 0.9%
NYSEARCA IVV opened at $683.49 on Friday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $693.07. The firm has a market capitalization of $717.32 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a fifty day moving average of $678.81 and a two-hundred day moving average of $652.41.
Key iShares Core S&P 500 ETF News
- Positive Sentiment: U.S. futures and equities rose after a cooler-than-expected inflation print, supporting risk assets and ETFs tied to the S&P 500. Stock Market Today: S&P 500, Nasdaq Future Gain
- Positive Sentiment: Reports show heavy retail/institutional activity in IVV call options, which can amplify upside in the ETF as gamma flows and positioning support ETF demand. Investors Purchase High Volume of iShares Core S&P 500 ETF Call Options
- Positive Sentiment: Technical and seasonal analysis (Elliott Wave, cycles, and other forecasts) indicate potential for further upside into next spring, which supports continuation trades in broad S&P products like IVV. S&P 500 Update: Elliott Wave, Seasonality, and Cycles Indicate More Upside
- Neutral Sentiment: The Wall Street Journal notes the S&P 500 is near records with traders hoping for a year-end rally, but delayed economic data is leaving some uncertainty about momentum. This creates mixed short‑term signals for IVV. S&P 500 Hovers Near Record With Wall Street Hoping for a Year-End Rally
- Neutral Sentiment: Market commentary highlights holiday-thinned liquidity and technical level watching; these factors limit near-term momentum even if the medium-term trend remains constructive. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Look to Stretch Higher
- Neutral Sentiment: Longer-term bull case (e.g., S&P 8000 scenarios) depends on large rate cuts — a conditional view that keeps upside possible but tied to central‑bank action. Can the S&P 500 Get to 8000?
- Neutral Sentiment: Pop-culture/viral coverage comparing famous investors (Pelosi vs. Buffett) is drawing attention but is unlikely to move IVV materially — more noise than fundamental signal. Pelosi Vs. Buffett: Viral Tweet Reveals Who Beat S&P 500 The Most Since 2012
- Negative Sentiment: A Seeking Alpha piece warns of a “Great Liquidity Trap,” citing sharply lower Fed net liquidity and banking cash assets and recommending SELL for big-cap ETFs — this macro liquidity concern is a direct negative tail risk for IVV. S&P 500: The Great Liquidity Trap
- Negative Sentiment: Reports of a “hiring recession” and mixed jobs data are keeping growth risks on investors’ radars, which can increase volatility and weigh on broad ETFs like IVV. Stock Market Today: S&P 500, Nasdaq Futures Gain, Dow Flat
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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