iShares Core S&P 500 ETF $IVV Holdings Cut by Fermata Advisors LLC

Fermata Advisors LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 79.1% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,583 shares of the company’s stock after selling 5,978 shares during the period. Fermata Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $1,060,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the stock. Heck Capital Advisors LLC acquired a new position in iShares Core S&P 500 ETF in the fourth quarter worth approximately $331,591,000. Bison Wealth LLC grew its position in iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after acquiring an additional 1,511 shares in the last quarter. Russell Investments Group Ltd. grew its position in iShares Core S&P 500 ETF by 17.2% in the first quarter. Russell Investments Group Ltd. now owns 9,872 shares of the company’s stock worth $5,547,000 after acquiring an additional 1,449 shares in the last quarter. Capital Fund Management S.A. increased its stake in shares of iShares Core S&P 500 ETF by 8.6% during the 1st quarter. Capital Fund Management S.A. now owns 17,600 shares of the company’s stock worth $9,889,000 after purchasing an additional 1,400 shares during the last quarter. Finally, Bragg Financial Advisors Inc raised its holdings in shares of iShares Core S&P 500 ETF by 42.3% during the 1st quarter. Bragg Financial Advisors Inc now owns 3,429 shares of the company’s stock valued at $1,927,000 after purchasing an additional 1,019 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Trading Up 0.9%

IVV stock opened at $683.49 on Friday. The firm has a market cap of $717.32 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $693.07. The company has a fifty day simple moving average of $678.81 and a 200 day simple moving average of $652.04.

Key Stores Impacting iShares Core S&P 500 ETF

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

• 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.