iShares Core S&P 500 ETF $IVV is Janney Montgomery Scott LLC’s 3rd Largest Position

Janney Montgomery Scott LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,277,205 shares of the company’s stock after acquiring an additional 78,212 shares during the period. iShares Core S&P 500 ETF comprises about 2.0% of Janney Montgomery Scott LLC’s holdings, making the stock its 3rd largest holding. Janney Montgomery Scott LLC owned approximately 0.12% of iShares Core S&P 500 ETF worth $874,809,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Legacy Private Trust Co. raised its stake in shares of iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after purchasing an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC raised its stake in shares of iShares Core S&P 500 ETF by 7.1% during the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock worth $71,723,000 after purchasing an additional 7,120 shares in the last quarter. Hubbell Strickland Wealth Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 2.0% during the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock worth $27,172,000 after purchasing an additional 792 shares in the last quarter. Belpointe Asset Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock valued at $27,239,000 after acquiring an additional 1,700 shares during the last quarter. Finally, Atria Investments Inc increased its holdings in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock valued at $172,181,000 after acquiring an additional 30,777 shares during the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $728.92 on Thursday. The firm has a market cap of $804.91 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business’s 50-day simple moving average is $721.91 and its 200-day simple moving average is $697.35. iShares Core S&P 500 ETF has a 52 week low of $594.71 and a 52 week high of $764.00.

iShares Core S&P 500 ETF News Roundup

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

• Positive Sentiment: Long-term bullish commentary argues that investing in the S&P 500 at record highs has historically still produced strong returns, reinforcing the case for staying invested in IVV through volatility. Is It Really Safe to Invest in the S&P 500 at Record Highs? History Offers a Clear Answer.
• Neutral Sentiment: The S&P 500 remains supported by AI-led earnings strength, but elevated valuations and geopolitical uncertainty are keeping investors cautious about near-term upside for broad-market ETFs like IVV. Guide to the S&P 500 ETF Investing
• Neutral Sentiment: ETFs continue to face competition from active products, but the trend also highlights sustained investor demand for low-cost passive funds such as IVV. Fees Matter: The Power of Passive ETFs
• Negative Sentiment: U.S. stocks were pressured by Iran-related tensions, inflation running above 4%, and a sell-off in chip shares, which weighs on the S&P 500 and therefore IVV. S&P 500 Index: Iran Threats, 4% Inflation and Chip Rout Sink Stocks
• Negative Sentiment: Recent market commentary warned that a growing share of bear-market indicators are flashing, raising concerns that stocks may be near a cyclical peak and pressuring broad equity exposure. S&P500 and Nasdaq 100: US Stocks Forecast Hinges on CPI and Iran Risks
• Negative Sentiment: Another warning note from Bank of America said investors should consider taking profits as multiple red flags suggest the market could be approaching a top, adding to caution around IVV. Banking giant warns investors to take profits amid ‘too many red flags’
• Negative Sentiment: The S&P 500 recently had an unusually sharp pullback after an extended run without a 2% daily drop, signaling that volatility has returned to the market. A Closer Look at an Unusual S&P 500 Pullback
• Negative Sentiment: Futures strength from a chip rebound was offset by ongoing Middle East risks and key support levels being watched closely, underscoring fragile sentiment for the S&P 500. S&P500: Chip Rally Lifts Futures, but Can Bulls Hold Key Support?

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.