SBI Okasan Asset Management Co.Ltd. Raises Holdings in iShares Core S&P 500 ETF $IVV

SBI Okasan Asset Management Co.Ltd. increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 27.1% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 10,104 shares of the ETF’s stock after purchasing an additional 2,152 shares during the period. iShares Core S&P 500 ETF accounts for about 0.2% of SBI Okasan Asset Management Co.Ltd.’s holdings, making the stock its 17th biggest holding. SBI Okasan Asset Management Co.Ltd.’s holdings in iShares Core S&P 500 ETF were worth $7,519,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in IVV. Corient Private Wealth LLC increased its position in iShares Core S&P 500 ETF by 400.8% during the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock worth $11,935,288,000 after buying an additional 13,946,081 shares during the period. Capula Management Ltd lifted its stake in iShares Core S&P 500 ETF by 1,374.6% in 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 last quarter. Schonfeld Strategic Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 3,927.5% in the fourth quarter. Schonfeld Strategic Advisors LLC now owns 8,161,918 shares of the ETF’s stock valued at $5,590,424,000 after buying an additional 7,959,263 shares during the last quarter. Millennium Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 93.3% in the fourth quarter. Millennium Management LLC now owns 14,494,278 shares of the ETF’s stock valued at $9,927,711,000 after acquiring an additional 6,995,145 shares during the period. Finally, Walleye Capital LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the fourth quarter valued at approximately $4,531,611,000. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Down 0.2%

Shares of IVV opened at $780.04 on Friday. The company’s 50 day simple moving average is $752.14 and its 200-day simple moving average is $718.81. The firm has a market cap of $906.06 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $783.09.

More iShares Core S&P 500 ETF News

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

• Positive Sentiment: Cooling inflation supports stocks: A benign PPI reading eased interest-rate concerns and improved investor sentiment, raising expectations that the Federal Reserve may have more flexibility on future policy. S&P 500 Hits New Record High Following PPI Data
• Positive Sentiment: Record index performance and technology strength: The S&P 500 closed at a new high as falling oil prices, easing inflation fears and continued technology-sector gains encouraged risk-taking. This is the most direct support for IVV. Dow rises as S&P 500 closes at record high
• Positive Sentiment: Potential index breakout: Technical analysts see bullish flag formations and possible breakouts in the S&P 500 and Nasdaq, suggesting momentum could continue if geopolitical risks do not intensify. US Indices Forecast
• Positive Sentiment: Tariff refunds may aid constituents: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, with $2.1 billion already received. These cash benefits could modestly support earnings and liquidity for affected holdings. S&P 500 Companies Claim Tariff Refunds
• Neutral Sentiment: Index reshuffling: Reddit will enter the S&P 500 on August 18, replacing AvalonBay Communities. The change may create short-term rebalancing flows, but its effect on IVV should be limited because Reddit represents a small portion of the index. Reddit shares jump on S&P 500 inclusion
• Negative Sentiment: Geopolitical and policy risks remain: Renewed Middle East tensions and uncertainty ahead of the weekend are limiting gains, while upcoming economic data could renew questions about the Fed’s interest-rate path. S&P 500 edges higher as earnings offset tensions

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.