Kestra Advisory Services LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 15.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 889,687 shares of the ETF’s stock after purchasing an additional 116,073 shares during the period. iShares Core S&P 500 ETF comprises 1.9% of Kestra Advisory Services LLC’s investment portfolio, making the stock its 3rd biggest position. Kestra Advisory Services LLC’s holdings in iShares Core S&P 500 ETF were worth $681,366,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other hedge funds and other institutional investors have also made changes to their positions in the company. Diversify Advisory Services LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 28.7% in the 3rd quarter. Diversify Advisory Services LLC now owns 165,212 shares of the ETF’s stock valued at $128,066,000 after buying an additional 36,853 shares in the last quarter. Blalock Williams LLC grew its position in shares of iShares Core S&P 500 ETF by 74.9% in the 2nd quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock valued at $12,469,000 after buying an additional 7,130 shares during the last quarter. Elevated Financial Group LLC raised its stake in iShares Core S&P 500 ETF by 27.7% during the 3rd quarter. Elevated Financial Group LLC now owns 75,609 shares of the ETF’s stock worth $57,905,000 after acquiring an additional 16,379 shares in the last quarter. Prairie Advisory LLC raised its stake in iShares Core S&P 500 ETF by 123.1% during the 3rd quarter. Prairie Advisory LLC now owns 16,558 shares of the ETF’s stock worth $12,681,000 after acquiring an additional 9,135 shares in the last quarter. Finally, Farmers & Merchants Investments Inc. lifted its position in iShares Core S&P 500 ETF by 0.5% in the third quarter. Farmers & Merchants Investments Inc. now owns 392,437 shares of the ETF’s stock valued at $300,548,000 after acquiring an additional 1,848 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 Stock Up 0.3%
IVV traded up $2.47 on Friday, reaching $738.68. The company had a trading volume of 6,998,724 shares, compared to its average volume of 7,645,767. iShares Core S&P 500 ETF has a 1 year low of $632.14 and a 1 year high of $785.03. The stock has a market capitalization of $850.92 billion, a PE ratio of 25.10 and a beta of 1.00. The stock has a 50-day moving average price of $769.02 and a 200-day moving average price of $733.29.
Key Stories Impacting iShares Core S&P 500 ETF
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: History may support a constructive outlook: the article notes that the S&P 500 has posted positive returns in each of the last 19 midterm-election years, and 2026 returns have been above average for a midterm year so far. Midterms Are Over. Here’s What History Says the S&P 500 Does Next.
- Positive Sentiment: U.S. equity futures rebounded as bargain hunters stepped in, offering potential support to IVV; however, the move was described as short-covering rather than a confirmed trend reversal. Nasdaq 100 and S&P500: Tech Stocks Rally as Short-Covering Tests Bearish Trend
- Neutral Sentiment: IVV reported buying $394.7 million more Oracle shares on Nov. 4. This adds to the ETF’s exposure to Oracle but does not by itself indicate investor inflows into IVV. iShares Core S&P 500 (IVV) Buys $394.7 Million More Oracle on Nov. 4
- Negative Sentiment: Concerns about AI funding and chip weakness could pressure major technology holdings. The S&P 500 is also concentrated: six mega-cap companies account for 30.8% of the index, making IVV more exposed to their performance than its broad label may suggest. These 6 Stocks Make Up a Big Share of the S&P 500
- Negative Sentiment: Market direction remains uncertain as investors await the October jobs report, following a sharp tech-led selloff. Weak employment data or continued technology-sector pressure could weigh on the index. Stock Market: Will S&P 500 Open Up or Down Today?
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.
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