Heritage Family Offices LLP trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 6,832 shares of the ETF’s stock after selling 1,099 shares during the period. iShares Core S&P 500 ETF accounts for 1.7% of Heritage Family Offices LLP’s holdings, making the stock its 13th biggest position. Heritage Family Offices LLP’s holdings in iShares Core S&P 500 ETF were worth $5,232,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also modified their holdings of IVV. Envestnet Asset Management Inc. increased its stake in iShares Core S&P 500 ETF by 25.6% during the 2nd quarter. Envestnet Asset Management Inc. now owns 41,391,871 shares of the ETF’s stock worth $30,997,946,000 after buying an additional 8,432,228 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in shares of iShares Core S&P 500 ETF by 1.2% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock valued at $26,225,264,000 after acquiring an additional 421,146 shares in the last quarter. Nisa Investment Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 17.2% in the third quarter. Nisa Investment Advisors LLC now owns 21,395,674 shares of the ETF’s stock valued at $16,380,993,000 after acquiring an additional 3,141,233 shares in the last quarter. Capula Management Ltd lifted its position in shares of 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 acquiring an additional 8,478,226 shares in the last quarter. Finally, Allianz Asset Management GmbH boosted its stake in shares of iShares Core S&P 500 ETF by 386.5% in the second quarter. Allianz Asset Management GmbH now owns 4,777,691 shares of the ETF’s stock worth $3,577,965,000 after acquiring an additional 3,795,730 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.
Key Stories Impacting iShares Core S&P 500 ETF
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?
iShares Core S&P 500 ETF Price Performance
NYSEARCA IVV traded up $2.47 during mid-day trading on Friday, hitting $738.68. The stock had a trading volume of 6,998,724 shares, compared to its average volume of 7,645,767. The firm’s 50 day moving average is $769.02 and its 200 day moving average is $733.29. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $785.03. The stock has a market capitalization of $850.92 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.
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.
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