Calamos Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 259,998 shares of the ETF’s stock after acquiring an additional 5,162 shares during the period. iShares Core S&P 500 ETF accounts for approximately 5.7% of Calamos Wealth Management LLC’s holdings, making the stock its 3rd biggest holding. Calamos Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $199,120,000 as of its most recent SEC filing.
A number of other hedge funds have also added to or reduced their stakes in the stock. Citrine Capital LLC increased its position in shares of iShares Core S&P 500 ETF by 2.8% during the third quarter. Citrine Capital LLC now owns 474 shares of the ETF’s stock valued at $363,000 after buying an additional 13 shares during the period. Punch & Associates Investment Management Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after acquiring an additional 14 shares during the period. Hidden Cove Wealth Management LLC raised its position in shares of iShares Core S&P 500 ETF by 3.5% in the 2nd quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock worth $306,000 after acquiring an additional 14 shares in the last quarter. IFC & Insurance Marketing Inc. raised its position in shares of iShares Core S&P 500 ETF by 3.9% in the 3rd quarter. IFC & Insurance Marketing Inc. now owns 371 shares of the ETF’s stock worth $284,000 after acquiring an additional 14 shares in the last quarter. Finally, Rainey & Randall Wealth Advisors Inc. raised its position in shares of iShares Core S&P 500 ETF by 3.0% in the 3rd quarter. Rainey & Randall Wealth Advisors Inc. now owns 481 shares of the ETF’s stock worth $368,000 after acquiring an additional 14 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF Stock Up 0.3%
Shares of IVV stock traded up $2.47 during mid-day trading on Friday, reaching $738.68. 6,998,724 shares of the company’s stock traded hands, 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 company’s 50-day moving average price is $769.02 and its 200-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 iShares Core S&P 500 ETF News
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 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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