Waller Financial Planning Group Inc. raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 112,983 shares of the ETF’s stock after acquiring an additional 3,507 shares during the period. iShares Core S&P 500 ETF comprises about 17.6% of Waller Financial Planning Group Inc.’s investment portfolio, making the stock its largest holding. Waller Financial Planning Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $86,528,000 at the end of the most recent quarter.
Several other hedge funds have also bought and sold shares of the company. Blalock Williams LLC raised its position 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 purchasing an additional 7,130 shares in the last quarter. Cornerstone Planning Group LLC lifted its stake in iShares Core S&P 500 ETF by 55.6% in the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after purchasing an additional 6,417 shares during the last quarter. Compass Financial Management LLC bought a new stake in shares of iShares Core S&P 500 ETF during the second quarter valued at about $3,601,000. Highland Investment Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter valued at $5,914,000. Finally, Capital Analysts LLC lifted its stake in shares of iShares Core S&P 500 ETF by 18.2% in the 2nd quarter. Capital Analysts LLC now owns 219,719 shares of the ETF’s stock valued at $164,546,000 after acquiring an additional 33,785 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.
Key Headlines Impacting iShares Core S&P 500 ETF
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: The S&P 500 and Nasdaq reached record closing highs as artificial-intelligence and other technology stocks advanced, while Treasury yields eased from recent highs. This supports IVV because technology megacaps represent a significant portion of the fund. S&P 500 hits record high as AI stocks rise and Treasury yields ease further
- Positive Sentiment: A contrarian market indicator suggests individual investors remain underinvested even as the S&P 500 sets records. Continued skepticism could provide additional buying support if investors increase equity exposure. What This Reliable Contrarian Indicator Says About SPX Bears
- Neutral Sentiment: IVV recently reached a new 52-week high, reflecting strong underlying momentum and prompting discussion about whether investors should buy after the rally. Its valuation and elevated levels may make near-term returns more dependent on continued earnings growth. iShares Core S&P 500 ETF Reaches New 52-Week High
- Negative Sentiment: NVIDIA, Apple and Microsoft now account for approximately 21% of the S&P 500, creating unusually high concentration risk for index funds such as IVV. A pullback in any of these megacap holdings could disproportionately pressure the ETF. Three Stocks Are Now 21% of the S&P 500, the Most Ever
- Negative Sentiment: Higher Treasury yields, rising oil prices and renewed U.S.-Iran tensions are challenging the market’s valuation, while investors await the Federal Reserve’s meeting minutes. These factors can weigh on broad-market ETFs and particularly on richly valued growth holdings. Stock Market: Will S&P 500 Open Up or Down Today?
iShares Core S&P 500 ETF Trading Down 0.2%
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.
See Also
- Five stocks we like better than iShares Core S&P 500 ETF
- Morgan Stanley Is Bullish on Apple—But With a Catch
- Disney Is Opening the Door to Netflix—and Changing the Streaming Playbook
- DraftKings Stacks the Deck: The $800M Prediction Pivot
- Wall Street Is Betting These 3 Beaten-Down Stocks Have More Room to Run
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).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
