iShares Core S&P 500 ETF $IVV is Baker Avenue Asset Management LP’s 7th Largest Position

Baker Avenue Asset Management LP increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.8% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 135,233 shares of the company’s stock after purchasing an additional 3,723 shares during the period. iShares Core S&P 500 ETF makes up 2.2% of Baker Avenue Asset Management LP’s investment portfolio, making the stock its 7th biggest holding. Baker Avenue Asset Management LP’s holdings in iShares Core S&P 500 ETF were worth $90,511,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. 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 grew its position in shares of 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 valued at $4,591,000 after purchasing an additional 1,511 shares during the last quarter. Retireful LLC bought a new position in shares of iShares Core S&P 500 ETF in the second quarter worth about $463,000. DKM Wealth Management Inc. lifted its position in shares of iShares Core S&P 500 ETF by 6.5% during the 2nd quarter. DKM Wealth Management Inc. now owns 10,259 shares of the company’s stock worth $6,370,000 after purchasing an additional 623 shares during the last quarter. Finally, Regatta Capital Group LLC boosted its stake in iShares Core S&P 500 ETF by 2.3% during the 2nd quarter. Regatta Capital Group LLC now owns 1,043 shares of the company’s stock valued at $648,000 after purchasing an additional 23 shares during the period. Institutional investors own 70.12% of the company’s stock.

Key Headlines Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: Macroeconomic/political relief drove a rally: President Trump scaled back EU tariff threats and investor sentiment improved, helping the S&P 500 jump over 1% and lift index ETFs like IVV. S&P 500 Jumps Over 1% As Trump Withdraws EU Tariff Threat
• Positive Sentiment: Tech-led strength pushed indices above technical resistance (S&P 500 broke its 50‑day MA), supporting IVV since tech is a large weight in the index. S&P 500 Forecast: US Indices Rally Today as Tech Stocks Lead Broad Gains
• Neutral Sentiment: Analyst activity in S&P names: TD Cowen upgraded Fortinet, reflecting bullish views on cybersecurity and AI billings — a positive for index constituents but limited to single-stock impact on IVV. Fortinet Is Top S&P 500 Stock After Upgrade. Don’t Worry About ‘AI Eating Software.
• Neutral Sentiment: Direct ETF comparison: an article reviewing IVV vs Australian ETFs (VGS, VAS) highlights IVV’s 2025 returns and global exposure considerations — useful context for allocation decisions but not a market mover. IVV, VGS, VAS: Which ASX ETF produced the better returns in 2025?
• Negative Sentiment: Shorter‑term risk: some analysts warn the S&P could retreat toward 6,700, which would pressure IVV — a reminder that recent gains could face a meaningful pullback. The S&P 500 is on fire — but a retreat to this level would unleash the bears
• Negative Sentiment: Mixed corporate signals: big banks delivered solid Q4 profits but mixed guidance, which could cap broader index gains and weigh on IVV if financials underperform. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
• Negative Sentiment: Early-morning futures showed a slight pullback after two days of gains, signaling continued volatility and the potential for near-term declines in IVV if momentum stalls. Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline After 2 Consecutive Days Of Gains—Intel, CSX In Focus

iShares Core S&P 500 ETF Stock Up 0.0%

IVV opened at $692.24 on Friday. The stock’s 50 day moving average price is $685.65 and its two-hundred day moving average price is $666.48. The firm has a market capitalization of $761.60 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $699.17.

iShares Core S&P 500 ETF 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.