Tred Avon Family Wealth LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.5% during the 3rd quarter, Holdings Channel reports. The firm owned 17,232 shares of the ETF’s stock after buying an additional 1,057 shares during the period. iShares Core S&P 500 ETF comprises about 3.8% of Tred Avon Family Wealth LLC’s portfolio, making the stock its 3rd biggest holding. Tred Avon Family Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $13,197,000 at the end of the most recent quarter.
Other large investors also recently added to or reduced their stakes in the company. Capula Management Ltd grew its holdings in iShares Core S&P 500 ETF by 1,374.6% during 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 in the last quarter. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 25.6% in the second quarter. Envestnet Asset Management Inc. now owns 41,391,871 shares of the ETF’s stock worth $30,997,946,000 after buying an additional 8,432,228 shares in the last quarter. Allianz Asset Management GmbH lifted its holdings in shares of iShares Core S&P 500 ETF by 386.5% in the second quarter. Allianz Asset Management GmbH now owns 4,777,691 shares of the ETF’s stock worth $3,577,965,000 after buying an additional 3,795,730 shares in the last quarter. USS Investment Management Ltd lifted its holdings in shares of iShares Core S&P 500 ETF by 711.2% in the first quarter. USS Investment Management Ltd now owns 3,033,549 shares of the ETF’s stock worth $1,981,408,000 after buying an additional 2,659,582 shares in the last quarter. Finally, Public Employees Retirement System of Ohio bought a new position in shares of iShares Core S&P 500 ETF during the second quarter worth $1,615,730,000. 70.12% of the stock is 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: Investors are increasingly optimistic that the S&P 500 could extend its advance. One forecast calls for a fourth consecutive double-digit annual gain in 2026, while Morgan Stanley strategist Mike Wilson said the market correction may be nearly over and projected the index could reach 8,500 by mid-2027. Prediction: 2026 Will Be the S&P 500’s 4th Straight Double-Digit Year Morgan Stanley’s Mike Wilson Says Market Correction Nearly Over
- Positive Sentiment: Historical data supports the long-term case for IVV: the S&P 500 has recovered to record highs after every 10% or larger decline since 1950, and has risen one year after each of the past 19 midterm elections. How Long Could You Wait for the S&P 500 to Recover From a 10% Drop?
- Positive Sentiment: IVV’s broad-market exposure, low costs and long-term diversification continue to make it attractive for buy-and-hold investors. A related quality ETF analysis also presents quality-focused diversification as a potential complement to IVV. IVV vs. SPY: Which S&P 500 ETF Is the Better Buy? JQUA: How This Diversified Quality ETF Makes IVV Even Better
- Neutral Sentiment: Institutional ownership changes were mixed: Novem Group and CWA Asset Management increased their positions, and Peirce Capital initiated a stake, while Maia Wealth and Orin Green Financial reduced holdings. These third-quarter filings are relatively small and unlikely to materially affect IVV. Institutional Stake Changes
- Neutral Sentiment: IVV sold approximately $33.5 million of NVIDIA on Monday after adding NVIDIA and Apple shares on October 16, indicating portfolio rebalancing rather than a clear change in the fund’s overall outlook. IVV Sells $33.5 Million of NVIDIA
- Negative Sentiment: Risks remain from inflation, geopolitical tensions and concerns about an AI-driven concentration in the index; 41 AI-related companies reportedly represented nearly half of the S&P 500’s market value. Heavy reliance on technology earnings could increase volatility. AI Swings Rock the S&P 500
iShares Core S&P 500 ETF Stock Performance
Shares of NYSEARCA:IVV opened at $776.65 on Thursday. The firm has a market cap of $891.63 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a fifty day moving average price of $771.69 and a 200 day moving average price of $750.30. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03.
iShares Core S&P 500 ETF 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.
See Also
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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).
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