Capital Analysts LLC Raises Stock Position in iShares Core S&P 500 ETF $IVV

Capital Analysts LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 18.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 219,719 shares of the ETF’s stock after purchasing an additional 33,785 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 3.8% of Capital Analysts LLC’s holdings, making the stock its 2nd biggest holding. Capital Analysts LLC’s holdings in iShares Core S&P 500 ETF were worth $164,546,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the business. Northwestern Mutual Wealth Management Co. lifted its stake in shares of iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock worth $26,225,264,000 after acquiring an additional 421,146 shares during the last quarter. Marshall Wace LLP lifted its position in shares of iShares Core S&P 500 ETF by 17.9% during the fourth quarter. Marshall Wace LLP now owns 32,452,900 shares of the ETF’s stock worth $22,228,289,000 after purchasing an additional 4,928,585 shares during the last quarter. Creative Planning lifted its position in shares of iShares Core S&P 500 ETF by 2.3% during the third quarter. Creative Planning now owns 22,735,267 shares of the ETF’s stock worth $15,216,714,000 after purchasing an additional 505,293 shares during the last quarter. Bank of America Corp DE boosted its stake in shares of iShares Core S&P 500 ETF by 27.7% during the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the ETF’s stock valued at $14,860,784,000 after purchasing an additional 4,709,612 shares during the period. Finally, Corient Private Wealth LLC grew its holdings in shares of iShares Core S&P 500 ETF by 400.8% in the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock worth $11,935,288,000 after purchasing an additional 13,946,081 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $769.20 on Wednesday. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $783.09. The firm’s 50-day moving average is $761.70 and its 200 day moving average is $728.47. The company has a market capitalization of $893.46 billion, a PE ratio of 25.10 and a beta of 1.00.

Key Headlines Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: HSBC said U.S. stocks may have additional upside because artificial-intelligence-driven productivity and earnings gains may not yet be fully reflected in valuations. Continued strength in technology and semiconductor earnings could support the S&P 500 and IVV. HSBC S&P 500 outlook article
• Positive Sentiment: Analysts point to solid corporate earnings growth, a forward S&P 500 price-to-earnings ratio below earlier 2026 levels and the possibility that the recent sideways trading represents consolidation before another advance. S&P 500 and ETF outlook article
• Neutral Sentiment: Bloom Energy’s addition to the S&P 500 highlights ongoing index rebalancing and may modestly affect IVV’s holdings, but the inclusion is unlikely to materially change the diversified ETF’s near-term performance. Bloom Energy S&P 500 inclusion article
• Negative Sentiment: U.S. stock futures were broadly lower after the Labor Day weekend as oil prices climbed, creating renewed concerns about inflation, economic growth and the path of interest rates. S&P 500 futures article
• Negative Sentiment: Rising Treasury yields remain a key risk. A move in the 10-year yield above 5% could pressure equity valuations, while analysts also warn that strong 2027 earnings expectations may be difficult to exceed. S&P 500 earnings and Treasury yields article

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.