iShares Core S&P 500 ETF $IVV Shares Sold by Mutual Advisors LLC

Mutual Advisors LLC lessened its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 213,258 shares of the company’s stock after selling 3,381 shares during the period. iShares Core S&P 500 ETF accounts for about 3.1% of Mutual Advisors LLC’s portfolio, making the stock its 4th biggest holding. Mutual Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $146,069,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. EQ Wealth Advisors LLC acquired a new position in iShares Core S&P 500 ETF in the 4th quarter worth about $55,000. Uptick Partners LLC increased its holdings in iShares Core S&P 500 ETF by 6.6% in the 4th quarter. Uptick Partners LLC now owns 9,917 shares of the company’s stock worth $6,793,000 after purchasing an additional 610 shares in the last quarter. GenTrust LLC increased its holdings in iShares Core S&P 500 ETF by 2.0% in the 4th quarter. GenTrust LLC now owns 24,192 shares of the company’s stock worth $16,570,000 after purchasing an additional 470 shares in the last quarter. Capital Wealth Management LLC acquired a new position in iShares Core S&P 500 ETF in the 4th quarter worth about $227,000. Finally, Citizens Financial Group Inc. RI increased its holdings in iShares Core S&P 500 ETF by 4.8% in the 4th quarter. Citizens Financial Group Inc. RI now owns 457,655 shares of the company’s stock worth $313,467,000 after purchasing an additional 21,143 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

Trending Headlines about iShares Core S&P 500 ETF

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

• Positive Sentiment: Tech earnings and momentum are lifting the S&P 500, which extended its longest weekly winning streak recently — a direct tailwind for IVV as it tracks the index. S&P 500 Extends Longest Weekly Winning Streak Since Late 2024
• Positive Sentiment: Analysts lifted S&P 500 earnings expectations after big-tech results, pointing to the sharpest quarterly profit growth in years — supports higher index valuations and ETF flows. S&P 500 profit eyes sharpest quarterly growth in four years after Big Tech results
• Positive Sentiment: The S&P 500 capped a historic April and hit fresh record highs, with commentators noting momentum could continue — favorable for passive ETFs like IVV that mirror index gains. Markets shrug off oil volatility to end April at record high
• Positive Sentiment: Market breadth and sentiment metrics remain bullish (fear-and-greed in “greed”), reinforcing momentum-driven inflows into large-cap index funds such as IVV. S&P 500 Settles Above 7,200: Investor Sentiment Improves, Fear Index Remains In ‘Greed’ Zone
• Neutral Sentiment: Index rules are being reconsidered ahead of huge IPOs (SpaceX, OpenAI) — potential future additions could reshape index composition and flows, but timing and impact are uncertain. SpaceX and OpenAI Stocks in the S&P 500? It May Happen Sooner Than You Think.
• Neutral Sentiment: Some intraday divergence existed (Dow lagged while Nasdaq surged), reflecting sector rotation that can cause short-term noise in IVV even as the index closes higher. Dow slips 152 pts as S&P 500 hits record high, Apple lifts Nasdaq
• Negative Sentiment: Geopolitical tensions and oil-price volatility remain upside risks to equities; renewed risk-off could pressure IVV despite current momentum. Markets shrug off oil volatility to end April at record high
• Negative Sentiment: Comments from a Fed nominee about reducing the Fed’s balance sheet raise the possibility of tighter financial conditions, a longer-term headwind for equities if implemented aggressively. Stock Market Investors Just Got Bad News From Fed Chair Nominee Kevin Warsh

iShares Core S&P 500 ETF Trading Up 0.3%

Shares of IVV stock opened at $724.01 on Friday. The stock has a market cap of $799.49 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock has a 50-day moving average of $681.91 and a 200-day moving average of $683.82. iShares Core S&P 500 ETF has a 1-year low of $558.69 and a 1-year high of $728.25.

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.