AdvisorNet Financial Inc grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 17.0% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 128,909 shares of the company’s stock after buying an additional 18,708 shares during the period. iShares Core S&P 500 ETF accounts for approximately 4.9% of AdvisorNet Financial Inc’s portfolio, making the stock its largest position. AdvisorNet Financial Inc’s holdings in iShares Core S&P 500 ETF were worth $86,279,000 as of its most recent SEC filing.
Several other hedge funds have also made changes to their positions in IVV. Heck Capital Advisors LLC acquired a new position in iShares Core S&P 500 ETF in the 4th quarter valued at $331,591,000. Bison Wealth LLC lifted its stake 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 worth $4,591,000 after acquiring an additional 1,511 shares during the period. 1832 Asset Management L.P. boosted its holdings 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 valued at $92,629,000 after acquiring an additional 41,333 shares in the last quarter. Sax Wealth Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 33.6% during the first quarter. Sax Wealth Advisors LLC now owns 22,920 shares of the company’s stock worth $12,879,000 after acquiring an additional 5,763 shares during the period. Finally, Northwestern Mutual Wealth Management Co. increased its stake 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 acquiring an additional 768,618 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.
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 Trading Up 0.9%
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.
Further Reading
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