JSF Financial LLC Cuts Stock Position in iShares Core S&P 500 ETF $IVV

JSF Financial LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.9% in the 3rd quarter, Holdings Channel reports. The fund owned 125,533 shares of the company’s stock after selling 6,449 shares during the quarter. iShares Core S&P 500 ETF accounts for 18.6% of JSF Financial LLC’s holdings, making the stock its biggest holding. JSF Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $84,019,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. lifted its position in iShares Core S&P 500 ETF by 3.8% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock valued at $20,172,093,000 after buying an additional 1,190,963 shares during the period. JPMorgan Chase & Co. increased its stake in shares of iShares Core S&P 500 ETF by 18.3% in the 2nd quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock worth $17,553,830,000 after acquiring an additional 4,378,977 shares in the last quarter. Creative Planning lifted its position in iShares Core S&P 500 ETF by 1.8% during the 2nd quarter. Creative Planning now owns 22,229,974 shares of the company’s stock valued at $13,802,591,000 after acquiring an additional 398,230 shares during the period. PNC Financial Services Group Inc. lifted its position in iShares Core S&P 500 ETF by 0.7% during the 2nd quarter. PNC Financial Services Group Inc. now owns 15,375,370 shares of the company’s stock valued at $9,546,567,000 after acquiring an additional 105,099 shares during the period. Finally, Bank of New York Mellon Corp boosted its stake in iShares Core S&P 500 ETF by 0.7% during the third quarter. Bank of New York Mellon Corp now owns 13,440,510 shares of the company’s stock worth $8,995,733,000 after acquiring an additional 90,223 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

Trending Headlines about iShares Core S&P 500 ETF

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: S&P 500 breaks 7,000 for the first time, led by AI optimism and expectations for strong Big Tech results — a direct positive driver for IVV because the ETF tracks the S&P 500 cap‑weighted index. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism
• Positive Sentiment: Coverage notes tech and AI optimism pushing the index higher, though some traders are starting to take profits — still, near‑term momentum favors IVV because of heavy mega‑cap weighting. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Positive Sentiment: Investor sentiment measures have moved further into the “Greed” zone, signaling broad bullishness that tends to support passive S&P exposure like IVV. S&P 500 Hits Record High Ahead Of Key Earnings, Interest Rate Decision
• Neutral Sentiment: Commentary recommends looking beyond the S&P to midcaps for diversification — a reminder that IVV’s heavy large‑cap concentration may leave it less attractive for investors seeking broader exposure. Look beyond the S&P 500 at this group of stocks that is less pricey, and less concentrated
• Negative Sentiment: Reports flag profit‑taking ahead of a key Fed decision and major earnings nights — these catalysts could trigger short‑term volatility and pull IVV off highs. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Negative Sentiment: Sector‑specific weakness (e.g., a health‑insurer selloff) can dent market breadth; recent losses in UnitedHealth and peers erased sizable market value and highlight that leadership can be narrow. Health Insurers Weigh on the Dow, While S&P 500 Sets Fresh Record
• Negative Sentiment: Analysis on index concentration (the “Magnificent Seven”) underscores a concentration risk — if those few names stumble, IVV could decline even while broader economic data is OK. Will the Russell 2000 Continue to Outperform the S&P 500?

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $698.70 on Thursday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $700.97. The firm’s 50-day simple moving average is $687.54 and its two-hundred day simple moving average is $668.25. The stock has a market cap of $768.36 billion, a PE ratio of 25.10 and a beta of 1.00.

About iShares Core S&P 500 ETF

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.