iShares Core S&P 500 ETF $IVV is Eley Financial Management Inc’s 2nd Largest Position

Posted by George Bondi on Jul 28th, 2026

Eley Financial Management Inc decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 8.5% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 36,008 shares of the ETF’s stock after selling 3,340 shares during the quarter. iShares Core S&P 500 ETF accounts for about 8.3% of Eley Financial Management Inc’s investment portfolio, making the stock its 2nd biggest position. Eley Financial Management Inc’s holdings in iShares Core S&P 500 ETF were worth $23,521,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Empowered Funds LLC grew its stake in iShares Core S&P 500 ETF by 23.3% in the 1st quarter. Empowered Funds LLC now owns 25,198 shares of the ETF’s stock worth $16,460,000 after acquiring an additional 4,758 shares in the last quarter. Evelyn Partners Asset Management Ltd raised its stake in shares of iShares Core S&P 500 ETF by 5.6% during the first quarter. Evelyn Partners Asset Management Ltd now owns 2,892 shares of the ETF’s stock valued at $1,889,000 after acquiring an additional 153 shares in the last quarter. Evelyn Partners Investment Management LLP boosted its holdings in shares of iShares Core S&P 500 ETF by 1.3% in the first quarter. Evelyn Partners Investment Management LLP now owns 2,403 shares of the ETF’s stock valued at $1,570,000 after purchasing an additional 30 shares during the period. Evercore Wealth Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 1.7% in the first quarter. Evercore Wealth Management LLC now owns 79,941 shares of the ETF’s stock valued at $52,218,000 after purchasing an additional 1,331 shares during the period. Finally, Mittelman Wealth Management bought a new position in iShares Core S&P 500 ETF in the first quarter worth approximately $305,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Up 0.0%

IVV opened at $742.55 on Tuesday. The stock’s fifty day moving average is $748.48 and its two-hundred day moving average is $711.82. The company has a market capitalization of $869.67 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $622.31 and a 52 week high of $764.00.

Key Stories 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 corporate earnings remain the main support for IVV. The S&P 500 is projected to post record second-quarter profits, reinforcing optimism that earnings can justify elevated equity valuations. The S&P 500 Is On Track to Post Record Q2 Profits — But There’s a Catch
Positive Sentiment: Investors continue favoring high-quality megacap companies benefiting from artificial-intelligence adoption. Their heavy weighting in the S&P 500 provides meaningful support for IVV. The S&P 500 is Echoing Its 2021 Setup, According to Morgan Stanley
Positive Sentiment: AI-related investment is broadening beyond technology into industrial companies, including data-center construction and power-grid infrastructure. This expands the potential earnings beneficiaries within the index. Inside the S&P 500 AI Boom
Neutral Sentiment: This week’s key catalysts include quarterly results from major U.S. companies, inflation figures and the Fed’s policy decision. Positive surprises could extend the rally, while disappointing results or hawkish policy signals could quickly increase volatility. Top 3 Catalysts for the S&P 500 and Nasdaq 100
Negative Sentiment: Semiconductor weakness caused the Nasdaq to decline and capped broader market gains, creating a near-term headwind for IVV’s technology-heavy exposure. Dow Rises as S&P 500 Edges Higher
Negative Sentiment: Geopolitical tensions, including renewed U.S.-Iran conflict and uncertainty surrounding a Strait of Hormuz blockade and possible tariffs, are increasing market risk and could pressure equities. Strait of Hormuz Blockade Pushed the S&P 500 Down

iShares Core S&P 500 ETF Company Profile

(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.