SBI Securities Co. Ltd. decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 33,883 shares of the company’s stock after selling 1,834 shares during the period. SBI Securities Co. Ltd.’s holdings in iShares Core S&P 500 ETF were worth $23,208,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IVV. Northwestern Mutual Wealth Management Co. grew its position in shares of iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock valued at $22,373,294,000 after acquiring an additional 939,429 shares during the period. Envestnet Asset Management Inc. grew its position in shares of iShares Core S&P 500 ETF by 0.7% during the 3rd quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock valued at $19,122,455,000 after acquiring an additional 201,983 shares during the period. Marshall Wace LLP grew its position in shares of iShares Core S&P 500 ETF by 28.5% during the 3rd quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after acquiring an additional 6,101,936 shares during the period. Creative Planning grew its position in shares of iShares Core S&P 500 ETF by 2.3% during the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after acquiring an additional 505,293 shares during the period. Finally, Jones Financial Companies Lllp grew its position in shares of iShares Core S&P 500 ETF by 3.6% during the 3rd quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock valued at $11,437,403,000 after acquiring an additional 601,254 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.
Key iShares Core S&P 500 ETF News
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: Big tech and chip optimism lifted the index after reports Apple and Intel talks shifted supply-chain dynamics, sending chip stocks higher and pushing the S&P toward record highs. S&P 500: Tech Stocks Surge as Apple-Intel Chip Deal Shifts Supply Chain
- Positive Sentiment: Aggregate S&P 500 earnings are beating expectations this quarter, supporting multiple expansion and driving demand for broad-market ETFs like IVV. S&P 500 Earnings Are Handily Topping Expectations—It’s Good News for Investors
- Positive Sentiment: Flows into S&P 500 funds remain strong (reports cite about $17B inflows), which directly supports IVV’s share demand and price. Fidelity small-cap ETF beats Vanguard by 20% as S&P 500 funds see $17B inflows
- Positive Sentiment: Commodity moves (notably a drop in crude) and other short-term catalysts have eased inflation/geo-risk fears, helping equities and S&P ETFs rally. Top catalysts for S&P 500 Index, SPY, and VOO ETFs this week
- Neutral Sentiment: Market strategists expect further upside but note potential volatility during earnings season — IVV may see intra-day swings as results continue to roll in. Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Working Through Earnings Season
- Neutral Sentiment: Big single-stock moves (e.g., SanDisk’s sharp rally) can skew headline S&P performance but don’t materially change IVV’s diversified exposure — watch concentration effects within the index. SanDisk Stock Crushes Nvidia With 45x Returns, Becomes S&P 500’s Best
- Negative Sentiment: Earlier in the week, oil-price spikes tied to geopolitical risk briefly pressured the S&P, illustrating a threat that could reverse gains if commodity-driven risk spikes recur. S&P 500 Faces Oil-Fueled Sell-Off Pressure in Possible Return to Merger Monday Deal
iShares Core S&P 500 ETF Stock Up 0.8%
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
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.
