Calamos Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.0% in the 3rd quarter, Holdings Channel.com reports. The fund owned 259,998 shares of the ETF’s stock after buying an additional 5,162 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 5.7% of Calamos Wealth Management LLC’s investment portfolio, making the stock its 3rd largest position. Calamos Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $199,120,000 at the end of the most recent reporting period.
A number of other hedge funds also recently added to or reduced their stakes in the company. Calamos Advisors LLC increased its position in iShares Core S&P 500 ETF by 0.7% during the third quarter. Calamos Advisors LLC now owns 14,525 shares of the ETF’s stock valued at $11,124,000 after acquiring an additional 104 shares during the last quarter. Birchwood Financial Partners Inc. boosted its holdings in iShares Core S&P 500 ETF by 2.9% in the 3rd quarter. Birchwood Financial Partners Inc. now owns 2,466 shares of the ETF’s stock worth $1,889,000 after buying an additional 69 shares during the period. Monte Financial Group LLC boosted its stake in iShares Core S&P 500 ETF by 7.5% in the 3rd quarter. Monte Financial Group LLC now owns 1,478 shares of the ETF’s stock worth $1,132,000 after purchasing an additional 103 shares during the period. Horizon Wealth Management LLC increased its holdings in iShares Core S&P 500 ETF by 26.5% in the 3rd quarter. Horizon Wealth Management LLC now owns 2,658 shares of the ETF’s stock valued at $2,035,000 after acquiring an additional 557 shares during the last quarter. Finally, Kestra Advisory Services LLC lifted its position in shares of iShares Core S&P 500 ETF by 15.0% in the third quarter. Kestra Advisory Services LLC now owns 889,687 shares of the ETF’s stock worth $681,366,000 after buying an additional 116,073 shares in the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF Trading Up 0.3%
IVV traded up $2.47 during trading hours on Friday, hitting $738.68. The company’s stock had a trading volume of 6,998,724 shares, compared to its average volume of 7,645,767. The stock has a market cap of $850.92 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business’s 50-day moving average price is $769.02 and its 200-day moving average price is $733.29. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $785.03.
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: 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?
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.
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Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
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