High Note Wealth LLC increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.6% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 79,846 shares of the company’s stock after purchasing an additional 7,660 shares during the period. iShares Core S&P 500 ETF comprises about 10.7% of High Note Wealth LLC’s investment portfolio, making the stock its biggest holding. High Note Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $53,441,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also modified their holdings of IVV. Nvwm LLC grew its holdings in iShares Core S&P 500 ETF by 210.5% in the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after buying an additional 40 shares during the last quarter. Hager Investment Management Services LLC bought a new position in iShares Core S&P 500 ETF during the 2nd quarter worth approximately $61,000. Rice Partnership LLC lifted its position in iShares Core S&P 500 ETF by 460.0% in the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock valued at $70,000 after acquiring an additional 92 shares in the last quarter. Creative Capital Management Investments LLC acquired a new position in iShares Core S&P 500 ETF during the second quarter valued at approximately $80,000. Finally, Conquis Financial LLC acquired a new stake in iShares Core S&P 500 ETF during the third quarter worth approximately $82,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF Stock Performance
Shares of IVV stock opened at $697.09 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $700.97. The stock’s fifty day moving average price is $688.37 and its two-hundred day moving average price is $668.45. The company has a market cap of $763.84 billion, a PE ratio of 25.10 and a beta of 1.00.
Key Headlines Impacting iShares Core S&P 500 ETF
- Positive Sentiment: S&P 500 topped the 7,000 mark for the first time, driven by AI optimism and expectations for strong Big Tech earnings—this broad-market momentum supports IVV’s large-cap exposure. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism
- Positive Sentiment: Investor sentiment metrics and record-high headlines indicate “greed” and improved risk appetite, which typically benefits a broad S&P-weighted ETF like IVV. S&P 500 Hits Record High Ahead Of Key Earnings, Interest Rate Decision
- Positive Sentiment: U.S. futures rose after the Fed signaled a pause in rate cuts and traders focused on upcoming mega-cap earnings (Tesla, Microsoft, Meta, Apple, IBM), which could catalyze further upside for large-cap-heavy IVV. Stock Market Today: S&P 500, Dow Jones Futures Gain After Federal Reserve Pauses Rate Cuts
- Neutral Sentiment: Market technicians and strategists are watching charts for the S&P’s next move; several note tech earnings could be the near-term catalyst but also create volatility. These stock traders’ charts are signaling the S&P 500’s next move
- Neutral Sentiment: Coverage and commentary around the S&P breaking 7,000 (news/videos) reinforce the milestone but add little incremental fundamental change—mostly headlines driving flows. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
- Negative Sentiment: There are early signs of profit‑taking and a rotation preference for midcaps/Small‑cap (Russell 2000) and international stocks—flows away from the mega-cap concentration in the S&P could pressure IVV. Will the Russell 2000 Continue to Outperform the S&P 500?
- Negative Sentiment: Profit-taking ahead of key Fed commentary and mega-cap earnings can trigger short-term volatility and weigh on an ETF concentrated in large caps like IVV. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism
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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