CCM Investment Advisers LLC Takes $501,000 Position in iShares Core S&P 500 ETF $IVV

CCM Investment Advisers LLC acquired a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 748 shares of the company’s stock, valued at approximately $501,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Heck Capital Advisors LLC acquired a new stake in iShares Core S&P 500 ETF during the 4th quarter worth about $331,591,000. Bison Wealth LLC increased its holdings in shares of iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after purchasing an additional 1,511 shares during the period. 1832 Asset Management L.P. lifted its position in shares of iShares Core S&P 500 ETF by 33.5% in the first quarter. 1832 Asset Management L.P. now owns 164,849 shares of the company’s stock worth $92,629,000 after purchasing an additional 41,333 shares in the last quarter. Sax Wealth Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 33.6% in the first quarter. Sax Wealth Advisors LLC now owns 22,920 shares of the company’s stock worth $12,879,000 after purchasing an additional 5,763 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in shares of iShares Core S&P 500 ETF by 2.5% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 31,297,509 shares of the company’s stock worth $17,586,070,000 after purchasing an additional 768,618 shares during the period. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $683.49 on Friday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $693.07. The firm has a market cap of $717.32 billion, a PE ratio of 25.10 and a beta of 1.00. The firm’s 50 day moving average price is $678.81 and its two-hundred day moving average price is $652.41.

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: 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.