Bull Oak Capital LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 109,086 shares of the company’s stock after purchasing an additional 1,010 shares during the quarter. iShares Core S&P 500 ETF comprises about 30.5% of Bull Oak Capital LLC’s portfolio, making the stock its biggest position. Bull Oak Capital LLC’s holdings in iShares Core S&P 500 ETF were worth $74,717,000 at the end of the most recent reporting period.
Several other institutional investors also recently bought and sold shares of IVV. Heck Capital Advisors LLC purchased a new position in iShares Core S&P 500 ETF during the 4th quarter worth $331,591,000. Bison Wealth LLC boosted its position in iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after acquiring an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. boosted its position in iShares Core S&P 500 ETF by 0.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after acquiring an additional 45 shares in the last quarter. First Trust Advisors LP boosted its position in iShares Core S&P 500 ETF by 43.1% during the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after acquiring an additional 2,105 shares in the last quarter. Finally, Sei Investments Co. boosted its position in iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after acquiring an additional 97 shares in 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 0.3%
Shares of NYSEARCA IVV opened at $724.01 on Friday. The stock has a market capitalization of $799.49 billion, a PE ratio of 25.10 and a beta of 1.00. The stock’s fifty day simple moving average is $681.91 and its two-hundred day simple moving average is $683.94. iShares Core S&P 500 ETF has a 12-month low of $558.69 and a 12-month high of $728.25.
Key iShares Core S&P 500 ETF News
- 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
About iShares Core S&P 500 ETF
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.
Further Reading
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