Heritage Family Offices LLP cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,832 shares of the ETF’s stock after selling 1,099 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 1.7% of Heritage Family Offices LLP’s investment portfolio, making the stock its 13th largest position. Heritage Family Offices LLP’s holdings in iShares Core S&P 500 ETF were worth $5,232,000 at the end of the most recent reporting period.
Several other hedge funds have also bought and sold shares of the stock. Envestnet Asset Management Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 25.6% during the 2nd quarter. Envestnet Asset Management Inc. now owns 41,391,871 shares of the ETF’s stock valued at $30,997,946,000 after purchasing an additional 8,432,228 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in iShares Core S&P 500 ETF by 1.2% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock worth $26,225,264,000 after buying an additional 421,146 shares in the last quarter. Nisa Investment Advisors LLC grew its position in iShares Core S&P 500 ETF by 17.2% during the third quarter. Nisa Investment Advisors LLC now owns 21,395,674 shares of the ETF’s stock valued at $16,380,993,000 after buying an additional 3,141,233 shares during the period. Capula Management Ltd grew its position in iShares Core S&P 500 ETF by 1,374.6% during the first 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. Finally, Allianz Asset Management GmbH grew its position in iShares Core S&P 500 ETF by 386.5% during the second quarter. Allianz Asset Management GmbH now owns 4,777,691 shares of the ETF’s stock valued at $3,577,965,000 after buying an additional 3,795,730 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Trading Up 0.3%
IVV traded up $2.47 on Friday, reaching $738.68. The stock had a trading volume of 6,998,724 shares, compared to its average volume of 7,645,767. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $785.03. The business’s 50-day moving average price is $769.02 and its two-hundred day moving average price is $733.29. The company has a market cap of $850.92 billion, a P/E ratio of 25.10 and a beta of 1.00.
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: History may support a constructive outlook: the article notes that the S&P 500 has posted positive returns in each of the last 19 midterm-election years, and 2026 returns have been above average for a midterm year so far. Midterms Are Over. Here’s What History Says the S&P 500 Does Next.
- Positive Sentiment: U.S. equity futures rebounded as bargain hunters stepped in, offering potential support to IVV; however, the move was described as short-covering rather than a confirmed trend reversal. Nasdaq 100 and S&P500: Tech Stocks Rally as Short-Covering Tests Bearish Trend
- Neutral Sentiment: IVV reported buying $394.7 million more Oracle shares on Nov. 4. This adds to the ETF’s exposure to Oracle but does not by itself indicate investor inflows into IVV. iShares Core S&P 500 (IVV) Buys $394.7 Million More Oracle on Nov. 4
- Negative Sentiment: Concerns about AI funding and chip weakness could pressure major technology holdings. The S&P 500 is also concentrated: six mega-cap companies account for 30.8% of the index, making IVV more exposed to their performance than its broad label may suggest. These 6 Stocks Make Up a Big Share of the S&P 500
- Negative Sentiment: Market direction remains uncertain as investors await the October jobs report, following a sharp tech-led selloff. Weak employment data or continued technology-sector pressure could weigh on the index. Stock Market: Will S&P 500 Open Up or Down Today?
iShares Core S&P 500 ETF Company 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.
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