iShares Core S&P 500 ETF $IVV is Traveka Wealth LLC’s 3rd Largest Position

Traveka Wealth LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,237 shares of the ETF’s stock after acquiring an additional 2,613 shares during the period. iShares Core S&P 500 ETF accounts for approximately 10.3% of Traveka Wealth LLC’s portfolio, making the stock its 3rd largest position. Traveka Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $30,882,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in IVV. Heck Capital Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter valued at about $331,591,000. Bison Wealth LLC increased its position in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the ETF’s stock worth $4,591,000 after buying an additional 1,511 shares during the period. Schnieders Capital Management LLC. increased its position in iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the ETF’s stock worth $3,512,000 after buying an additional 45 shares during the period. First Trust Advisors LP lifted its stake in iShares Core S&P 500 ETF by 43.1% in the second quarter. First Trust Advisors LP now owns 6,989 shares of the ETF’s stock valued at $4,340,000 after buying an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. lifted its stake in iShares Core S&P 500 ETF by 1.2% in the second quarter. Sei Investments Co. now owns 8,455 shares of the ETF’s stock valued at $5,250,000 after buying an additional 97 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 News Roundup

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

• Positive Sentiment: A moderated wholesale-inflation reading reduced fears that the Federal Reserve would need to keep interest rates higher for longer. The S&P 500 gained 0.66% and briefly crossed 7,800, providing the main catalyst for IVV’s advance. U.S. Stocks Rise, S&P 500 Closes at Record High, After Inflation Data
• Positive Sentiment: Technology stocks and artificial-intelligence infrastructure companies continued to lead the market, while falling oil prices further supported investor risk appetite. Continued AI optimism could benefit IVV because large technology companies represent a significant portion of the ETF. Dow rises as S&P 500 closes at record high on softer inflation, tech gains
• Positive Sentiment: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, including about $2.1 billion already received in cash. The refunds may support corporate earnings and cash flow across some IVV holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
• Neutral Sentiment: Reddit’s planned addition to the S&P 500 reflects continued market strength and will modestly change the index’s holdings, but its direct effect on IVV should be limited. Reddit shares jump 11% on inclusion in S&P 500
• Negative Sentiment: The S&P 500’s historically low dividend yield may make IVV less attractive to investors primarily seeking current income, although it does not appear to be the immediate driver of the ETF’s movement. The S&P 500 Yield Is the Lowest in History

iShares Core S&P 500 ETF Trading Up 0.7%

IVV stock opened at $781.47 on Friday. The company has a market capitalization of $907.72 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $783.09. The business has a 50 day simple moving average of $751.36 and a 200-day simple moving average of $718.38.

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.