Allworth Financial LP lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 121,498 shares of the ETF’s stock after selling 5,644 shares during the quarter. Allworth Financial LP’s holdings in iShares Core S&P 500 ETF were worth $90,989,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors have also added to or reduced their stakes in the company. Keenan LLC bought a new position in iShares Core S&P 500 ETF during the 4th quarter worth approximately $26,000. Punch & Associates Investment Management Inc. lifted its position in iShares Core S&P 500 ETF by 50.0% in the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after purchasing an additional 14 shares during the last quarter. GS Investments Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 83.3% during the fourth quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock valued at $30,000 after purchasing an additional 20 shares during the period. Montgomery Financial Services LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the second quarter valued at approximately $32,000. Finally, Allied Private Wealth LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the second quarter valued at approximately $33,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF News Summary
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: HSBC said U.S. stocks may have further upside because artificial-intelligence-related productivity and earnings gains may not yet be fully reflected in valuations. Continued skepticism about technology and semiconductor earnings could leave room for positive surprises. HSBC S&P 500 outlook
- Positive Sentiment: Analysts noted robust S&P 500 earnings growth, a lower forward price-to-earnings ratio than earlier in the year and an earnings yield near 5%, factors that could support further gains if Treasury yields remain contained. S&P 500 earnings outlook
- Positive Sentiment: Market commentary characterized the recent sideways trading near record highs as possible consolidation before another advance, supported by earnings and valuation trends. S&P 500 and ETF outlook
- Neutral Sentiment: Bloom Energy’s addition to the S&P 500 may modestly affect IVV’s holdings and reflects growing investor interest in power infrastructure for AI data centers, but the company’s weighting is unlikely to materially influence the ETF. Bloom Energy S&P 500 inclusion
- Neutral Sentiment: Historical analysis continues to favor staying invested through normal market pullbacks, although the S&P 500’s near-record level increases sensitivity to short-term volatility. S&P 500 historical perspective
- Negative Sentiment: Early Tuesday futures were broadly lower as oil prices climbed and seasonal post-holiday weakness pressured investor sentiment. S&P 500 market-opening outlook
- Negative Sentiment: Rising 10-year Treasury yields remain a key risk; a move above 5% could pressure equity valuations, particularly for high-growth technology companies that represent a significant portion of IVV. Gold versus S&P 500 outlook
iShares Core S&P 500 ETF Stock Down 0.6%
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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