iShares Core S&P 500 ETF $IVV Stock Bought by Apella Capital LLC

Posted by Geri Gentry on Oct 8th, 2026

Apella Capital LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 714.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,054 shares of the ETF’s stock after acquiring an additional 59,699 shares during the period. Apella Capital LLC’s holdings in iShares Core S&P 500 ETF were worth $53,122,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Punch & Associates Investment Management Inc. grew 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 acquiring an additional 14 shares during the period. Hidden Cove Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 3.5% during the second quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock valued at $306,000 after acquiring an additional 14 shares during the period. Matthew Goff Investment Advisor LLC boosted its stake in shares of iShares Core S&P 500 ETF by 2.6% in the 1st quarter. Matthew Goff Investment Advisor LLC now owns 590 shares of the ETF’s stock valued at $386,000 after purchasing an additional 15 shares in the last quarter. Richards Merrill & Peterson Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 2.8% in the 1st quarter. Richards Merrill & Peterson Inc. now owns 556 shares of the ETF’s stock valued at $363,000 after purchasing an additional 15 shares in the last quarter. Finally, Sharp Wealth Advisory LLC grew its holdings in shares of iShares Core S&P 500 ETF by 1.3% in the 1st quarter. Sharp Wealth Advisory LLC now owns 1,159 shares of the ETF’s stock worth $757,000 after purchasing an additional 15 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

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: Strong earnings outlook supports the index. Deutsche Bank expects S&P 500 third-quarter earnings growth of 34%, above the 27% consensus, while broader analyst estimates point to approximately 30% growth. Continued AI demand and a cyclical recovery could support IVV’s holdings. Deutsche Bank sees S&P 500 earnings growth holding at record in Q3 Here comes third-quarter earnings season
Positive Sentiment: Some strategists remain bullish. A historically favorable period for stocks and an attractive PEG ratio are cited as reasons the S&P 500 could reach 10,000 by the end of 2027, potentially benefiting IVV over the longer term. Prediction: The S&P 500 Will Hit 10,000 in 2027
Neutral Sentiment: New Trump Accounts could expand ETF participation. The program initially directs contributions into a State Street ETF, not IVV specifically, so any benefit to IVV would likely be indirect through broader demand for U.S. equity funds. 70 Million Kids Just Got Trump Accounts
Neutral Sentiment: Record highs provide momentum but raise valuation concerns. The S&P 500 recently reached new highs, and improving investor sentiment may support IVV; however, market gains have been concentrated in technology stocks while many other shares lag. The S&P 500 Hits a New Record High
Negative Sentiment: Higher yields and inflation concerns are pressuring equities. Rising Treasury yields and hawkish inflation data increase discount rates and could weigh on IVV’s growth-oriented holdings. Stock Market: Will S&P 500 Open Up or Down Today?
Negative Sentiment: AI concentration is a key downside risk. Nvidia, Apple and Microsoft account for roughly 21% of the S&P 500, making IVV more vulnerable if the AI trade loses momentum. One strategist warned that an AI bubble could burst in 2027 and trigger a major index decline. AI bubble could burst in 2027 Three Stocks Are Now 21% of the S&P 500
Negative Sentiment: Geopolitical tensions add volatility risk. Reports of potential U.S. military action involving Iran, alongside higher oil prices, could weaken risk appetite and pressure the broad market. Stock Market Today

iShares Core S&P 500 ETF Trading Down 0.6%

Shares of iShares Core S&P 500 ETF stock traded down $4.83 during mid-day trading on Thursday, reaching $775.75. 1,170,312 shares of the stock were exchanged, compared to its average volume of 7,893,403. The company has a market cap of $891.65 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a 50-day simple moving average of $770.19 and a 200 day simple moving average of $741.57. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03.

About iShares Core S&P 500 ETF

(Free Report)

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.