Merit Financial Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 353,499 shares of the ETF’s stock after purchasing an additional 32,223 shares during the period. iShares Core S&P 500 ETF comprises approximately 1.1% of Merit Financial Group LLC’s investment portfolio, making the stock its 14th biggest holding. Merit Financial Group LLC’s holdings in iShares Core S&P 500 ETF were worth $264,732,000 as of its most recent SEC filing.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Corient Private Wealth LLC raised its stake in shares of iShares Core S&P 500 ETF by 400.8% during the 4th quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock valued at $11,935,288,000 after buying an additional 13,946,081 shares during the last quarter. Capula Management Ltd lifted its holdings in shares of iShares Core S&P 500 ETF by 1,374.6% in the 1st quarter. Capula Management Ltd now owns 9,094,984 shares of the ETF’s stock valued at $5,940,934,000 after buying an additional 8,478,226 shares during the period. Schonfeld Strategic Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 3,927.5% in the fourth quarter. Schonfeld Strategic Advisors LLC now owns 8,161,918 shares of the ETF’s stock worth $5,590,424,000 after buying an additional 7,959,263 shares during the last quarter. Millennium Management LLC boosted its stake in shares of iShares Core S&P 500 ETF by 93.3% in the fourth quarter. Millennium Management LLC now owns 14,494,278 shares of the ETF’s stock worth $9,927,711,000 after buying an additional 6,995,145 shares during the last quarter. Finally, Walleye Capital LLC acquired a new stake in iShares Core S&P 500 ETF during the fourth quarter worth about $4,531,611,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.
Key iShares Core S&P 500 ETF News
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: A moderated wholesale-inflation reading reduced fears that the Federal Reserve would need to keep interest rates higher for longer. The S&P 500 gained 0.66% and briefly crossed 7,800, providing the main catalyst for IVV’s advance. U.S. Stocks Rise, S&P 500 Closes at Record High, After Inflation Data
- Positive Sentiment: Technology stocks and artificial-intelligence infrastructure companies continued to lead the market, while falling oil prices further supported investor risk appetite. Continued AI optimism could benefit IVV because large technology companies represent a significant portion of the ETF. Dow rises as S&P 500 closes at record high on softer inflation, tech gains
- Positive Sentiment: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, including about $2.1 billion already received in cash. The refunds may support corporate earnings and cash flow across some IVV holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
- Neutral Sentiment: Reddit’s planned addition to the S&P 500 reflects continued market strength and will modestly change the index’s holdings, but its direct effect on IVV should be limited. Reddit shares jump 11% on inclusion in S&P 500
- Negative Sentiment: The S&P 500’s historically low dividend yield may make IVV less attractive to investors primarily seeking current income, although it does not appear to be the immediate driver of the ETF’s movement. The S&P 500 Yield Is the Lowest in History
iShares Core S&P 500 ETF Stock Up 0.7%
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.
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