Dynamic Advisor Solutions LLC raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.3% in the third quarter, according to its most recent filing with the SEC. The firm owned 59,271 shares of the company’s stock after purchasing an additional 4,017 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 1.2% of Dynamic Advisor Solutions LLC’s investment portfolio, making the stock its 13th largest holding. Dynamic Advisor Solutions LLC’s holdings in iShares Core S&P 500 ETF were worth $39,670,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Bay Colony Advisory Group Inc d b a Bay Colony Advisors lifted its stake in shares of iShares Core S&P 500 ETF by 3.5% in the 2nd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,713 shares of the company’s stock valued at $17,828,000 after purchasing an additional 974 shares during the period. Cape Investment Advisory Inc. grew its stake in iShares Core S&P 500 ETF by 35.9% during the second quarter. Cape Investment Advisory Inc. now owns 2,807 shares of the company’s stock worth $1,743,000 after purchasing an additional 741 shares during the period. TCP Asset Management LLC increased its holdings in iShares Core S&P 500 ETF by 1.1% in the third quarter. TCP Asset Management LLC now owns 123,864 shares of the company’s stock worth $82,902,000 after purchasing an additional 1,290 shares in the last quarter. RWA Wealth Partners LLC increased its holdings in iShares Core S&P 500 ETF by 5.0% in the second quarter. RWA Wealth Partners LLC now owns 188,694 shares of the company’s stock worth $117,160,000 after purchasing an additional 9,023 shares in the last quarter. Finally, Evolution Wealth Management Inc. acquired a new position in iShares Core S&P 500 ETF in the second quarter valued at approximately $1,869,000. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Performance
iShares Core S&P 500 ETF stock opened at $683.49 on Friday. The stock has a market capitalization of $717.32 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $693.07. The stock’s 50 day moving average price is $678.81 and its two-hundred day moving average price is $652.04.
Key iShares Core S&P 500 ETF News
- Positive Sentiment: U.S. futures and equities rose after a cooler-than-expected inflation print, supporting risk assets and ETFs tied to the S&P 500. Stock Market Today: S&P 500, Nasdaq Future Gain
- Positive Sentiment: Reports show heavy retail/institutional activity in IVV call options, which can amplify upside in the ETF as gamma flows and positioning support ETF demand. Investors Purchase High Volume of iShares Core S&P 500 ETF Call Options
- Positive Sentiment: Technical and seasonal analysis (Elliott Wave, cycles, and other forecasts) indicate potential for further upside into next spring, which supports continuation trades in broad S&P products like IVV. S&P 500 Update: Elliott Wave, Seasonality, and Cycles Indicate More Upside
- Neutral Sentiment: The Wall Street Journal notes the S&P 500 is near records with traders hoping for a year-end rally, but delayed economic data is leaving some uncertainty about momentum. This creates mixed short‑term signals for IVV. S&P 500 Hovers Near Record With Wall Street Hoping for a Year-End Rally
- Neutral Sentiment: Market commentary highlights holiday-thinned liquidity and technical level watching; these factors limit near-term momentum even if the medium-term trend remains constructive. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Look to Stretch Higher
- Neutral Sentiment: Longer-term bull case (e.g., S&P 8000 scenarios) depends on large rate cuts — a conditional view that keeps upside possible but tied to central‑bank action. Can the S&P 500 Get to 8000?
- Neutral Sentiment: Pop-culture/viral coverage comparing famous investors (Pelosi vs. Buffett) is drawing attention but is unlikely to move IVV materially — more noise than fundamental signal. Pelosi Vs. Buffett: Viral Tweet Reveals Who Beat S&P 500 The Most Since 2012
- Negative Sentiment: A Seeking Alpha piece warns of a “Great Liquidity Trap,” citing sharply lower Fed net liquidity and banking cash assets and recommending SELL for big-cap ETFs — this macro liquidity concern is a direct negative tail risk for IVV. S&P 500: The Great Liquidity Trap
- Negative Sentiment: Reports of a “hiring recession” and mixed jobs data are keeping growth risks on investors’ radars, which can increase volatility and weigh on broad ETFs like IVV. Stock Market Today: S&P 500, Nasdaq Futures Gain, Dow Flat
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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