Holland Advisory Services Inc. Has $21.73 Million Stake in iShares Core S&P 500 ETF $IVV

Holland Advisory Services Inc. lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.9% during the 3rd quarter, Holdings Channel.com reports. The firm owned 32,464 shares of the company’s stock after selling 966 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 29.8% of Holland Advisory Services Inc.’s investment portfolio, making the stock its largest holding. Holland Advisory Services Inc.’s holdings in iShares Core S&P 500 ETF were worth $21,728,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Legacy Wealth Management Inc increased its stake in iShares Core S&P 500 ETF by 1.4% in the third quarter. Legacy Wealth Management Inc now owns 537,532 shares of the company’s stock valued at $359,770,000 after acquiring an additional 7,487 shares during the period. Bay Colony Advisory Group Inc d b a Bay Colony Advisors lifted its stake in iShares Core S&P 500 ETF by 3.5% during the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,713 shares of the company’s stock worth $17,828,000 after purchasing an additional 974 shares during the period. Spinnaker Investment Group LLC acquired a new stake in iShares Core S&P 500 ETF during the third quarter valued at approximately $627,000. Cape Investment Advisory Inc. boosted its holdings in iShares Core S&P 500 ETF by 35.9% during the second quarter. Cape Investment Advisory Inc. now owns 2,807 shares of the company’s stock valued at $1,743,000 after purchasing an additional 741 shares in the last quarter. Finally, TCP Asset Management LLC grew its stake in shares of iShares Core S&P 500 ETF by 1.1% in the 3rd quarter. TCP Asset Management LLC now owns 123,864 shares of the company’s stock valued at $82,902,000 after purchasing an additional 1,290 shares during the period. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Up 0.5%

Shares of IVV opened at $690.97 on Wednesday. The stock has a market cap of $725.17 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $693.07. The stock has a 50 day simple moving average of $679.75 and a 200-day simple moving average of $654.06.

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: Tech-led S&P 500 rally: The S&P 500 closed at a record high on the fourth straight up day, led by gains in technology names such as Broadcom and Nvidia — a direct tailwind for IVV since it tracks the index. S&P 500 Hits Record on Fourth Straight Up Day
• Positive Sentiment: Improving sentiment and momentum: Market coverage and TV commentary noted the S&P 500 hitting records and positive investor sentiment (Fear & Greed moved toward “Greed”), which supports ETF inflows and higher IVV demand. S&P 500 closes at record high
• Positive Sentiment: Reported institutional buying in IVV: A filing noted BNC Wealth Management significantly boosted its position in IVV, signaling direct demand for the ETF. Institutional accumulation can support price strength in large ETFs. BNC Wealth Management LLC Boosts Holdings in iShares Core S&P 500 ETF $IVV
• Neutral Sentiment: Ray Dalio / Bridgewater holdings story: Coverage on Ray Dalio’s top holdings highlights two ETFs and two large tech names — useful context on what big managers are buying but not definitive evidence of sustained flows into IVV specifically. Ray Dalio’s Top Holdings Revealed: Two ETFs and Two Tech Titans
• Neutral Sentiment: ETF comparison and structure: Articles comparing IVV and SPY remind investors that IVV has a lower expense ratio while SPY retains deeper intraday liquidity — a neutral structural note for investors choosing between S&P 500 ETFs. SPY vs. IVV: Built to Trade or Built to Hold
• Neutral Sentiment: Technical / range commentary: Some analysts caution the S&P may remain range-bound into year-end despite recent gains, which could limit IVV’s upside if momentum stalls. S&P 500 Could Remain Range-Bound as 2025 Closes Out

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.