iShares Core S&P 500 ETF $IVV Stock Position Boosted by CM Wealth Advisors LLC

CM Wealth Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,461 shares of the company’s stock after acquiring an additional 2,910 shares during the period. iShares Core S&P 500 ETF accounts for about 6.1% of CM Wealth Advisors LLC’s holdings, making the stock its 4th biggest position. CM Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $27,028,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the business. Falcon Wealth Planning grew its position in shares of iShares Core S&P 500 ETF by 0.4% during the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after acquiring an additional 15 shares during the last quarter. Atwood & Palmer Inc. grew its position in shares of iShares Core S&P 500 ETF by 0.9% during the third quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock worth $1,188,000 after acquiring an additional 15 shares during the last quarter. Cathy Pareto & Associates Inc. grew its position in shares of iShares Core S&P 500 ETF by 2.7% during the third quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock worth $387,000 after acquiring an additional 15 shares during the last quarter. Balanced Wealth Group LLC grew its position in shares of iShares Core S&P 500 ETF by 0.8% during the third quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after acquiring an additional 15 shares during the last quarter. Finally, Nicollet Investment Management Inc. grew its position in shares of iShares Core S&P 500 ETF by 1.0% during the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after acquiring an additional 15 shares during 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 1.2%

Shares of IVV opened at $713.36 on Friday. The firm has a market cap of $782.02 billion, a PE ratio of 25.10 and a beta of 1.00. The company’s 50 day simple moving average is $677.33 and its 200-day simple moving average is $681.17. iShares Core S&P 500 ETF has a 12-month low of $510.83 and a 12-month high of $715.66.

iShares Core S&P 500 ETF News Summary

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

• Positive Sentiment: Broad-market tailwinds: S&P 500 hit fresh record highs after a reported Israel–Lebanon ceasefire and investor sentiment moved further into the “Greed” zone, supporting demand for S&P 500 exposure like IVV. S&P 500 Hits New Record High Amid Lebanon Ceasefire
• Positive Sentiment: Sector rotation supporting the index: plunging oil prices boosted travel and airlines (United, Royal Caribbean led gains), which helps IVV’s cyclical components and is contributing to today’s upside. United and Royal Caribbean Lead the S&P 500 Today. Travel Stocks Surge as Oil Prices Plunge.
• Positive Sentiment: Institutional flows: a disclosure shows BCS Wealth Management materially increased its IVV holdings in Q4, a sign of continued institutional demand for S&P 500 ETF exposure. iShares Core S&P 500 ETF $IVV Shares Acquired by BCS Wealth Management
• Neutral Sentiment: Near-term consolidation possible: futures have paused near highs as headlines (geopolitics, big earnings, tech moves) create mixed intraday signals—this can produce rangebound trading for IVV even while the trend is up. S&P 500 Futures: Pause Near Highs as Trump Signals Iran Progress, Netflix Slides
• Negative Sentiment: Elevated technical and seasonal risk: technical analysts warn the S&P rally is behaving like an “irregular B‑wave” (or late 5th wave) and seasonality often turns around April 18—signals investors should watch for exhaustion or a pullback that would hit IVV. S&P 500 Extends Irregular B‑Wave Rally Toward Key 7120 Level
• Negative Sentiment: Rising short interest: a report flags a notable increase in short interest in IVV, which can amplify volatility on any downside moves and signal some traders positioning for a pullback. iShares Core S&P 500 ETF (NYSEARCA:IVV) Sees Significant Increase in Short Interest

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.