Tanager Wealth Management LLP lessened its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 52.0% during the 3rd quarter, Holdings Channel reports. The firm owned 859 shares of the ETF’s stock after selling 929 shares during the quarter. Tanager Wealth Management LLP’s holdings in iShares Core S&P 500 ETF were worth $658,000 as of its most recent filing with the SEC.
Other hedge funds have also modified their holdings of the company. Blalock Williams LLC increased its stake in shares of iShares Core S&P 500 ETF by 74.9% in the second quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock worth $12,469,000 after acquiring an additional 7,130 shares during the period. Elevated Financial Group LLC lifted its position in iShares Core S&P 500 ETF by 27.7% during the third quarter. Elevated Financial Group LLC now owns 75,609 shares of the ETF’s stock valued at $57,905,000 after purchasing an additional 16,379 shares during the period. Prairie Advisory LLC lifted its position in iShares Core S&P 500 ETF by 123.1% during the third quarter. Prairie Advisory LLC now owns 16,558 shares of the ETF’s stock valued at $12,681,000 after purchasing an additional 9,135 shares during the period. Cornerstone Planning Group LLC lifted its position in iShares Core S&P 500 ETF by 55.6% during the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after purchasing an additional 6,417 shares during the period. Finally, Compass Financial Management LLC purchased a new stake in iShares Core S&P 500 ETF in the second quarter valued at $3,601,000. 70.12% of the stock is owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Stock Performance
Shares of IVV opened at $772.35 on Wednesday. The business’s 50-day moving average is $771.68 and its two-hundred day moving average is $749.47. The company has a market capitalization of $886.70 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03.
More iShares Core S&P 500 ETF News
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: Morgan Stanley strategist Mike Wilson said the market correction may be nearly complete and projected the S&P 500 could reach 8,500 by mid-2027. A renewed bullish outlook would benefit IVV through appreciation in its broad equity holdings. Morgan Stanley’s Mike Wilson Says Market Correction Nearly Over
- Positive Sentiment: Historical data cited by The Motley Fool shows the S&P 500 gained one year after all 19 midterm elections since 1950, supporting the case for continued long-term exposure through IVV. Should You Wait Until After the Midterm Elections to Buy the S&P 500?
- Positive Sentiment: IVV’s significantly lower expense ratio than SPY remains a competitive advantage for long-term investors, while both ETFs offer nearly identical S&P 500 exposure and performance. IVV vs. SPY
- Neutral Sentiment: IVV added to its NVIDIA and Apple exposure on October 16, reinforcing participation in the market’s strongest technology leaders but also increasing dependence on a small number of mega-cap stocks. IVV Adds NVIDIA and Apple
- Neutral Sentiment: An investment adviser reduced its IVV position by 10.2% in the third quarter. The filing is relatively small and reflects one manager’s allocation decision rather than a broad change in ETF demand. IVV Holdings Cut by Copper Harbor Investment Advisors
- Negative Sentiment: AI-related companies account for nearly half of the S&P 500’s market value, while Goldman Sachs expects AI capital-spending growth to slow sharply after 2026. Any disappointment in AI earnings or spending could weigh disproportionately on IVV. AI Swings Rock the S&P 500
- Negative Sentiment: Investors are watching technical support levels ahead of major earnings reports, while futures weakness, housing data and geopolitical tensions could increase near-term pressure on the index and IVV. Investors Look to Earnings to Reset the Bull Market
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.
Featured Articles
- Five stocks we like better than iShares Core S&P 500 ETF
- Aurora Rejects Curaleaf’s Higher Bid, But the Takeover Fight Isn’t Over
- Centrus Energy Is Building a Nuclear Fuel Powerhouse—Why Is Its Stock Struggling?
- Halliburton Gains Traction: Multiyear Upcycle Ahead
- Meta Platforms’ AI Comeback Faces an Earnings Test—And a $10 Billion Charge
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).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
