AE Wealth Management LLC Grows Stock Position in iShares Core S&P 500 ETF $IVV

AE Wealth Management LLC grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 15.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 466,917 shares of the company’s stock after buying an additional 63,290 shares during the period. iShares Core S&P 500 ETF accounts for about 2.0% of AE Wealth Management LLC’s holdings, making the stock its 6th biggest holding. AE Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $312,507,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Private Wealth Asset Management LLC boosted its holdings in iShares Core S&P 500 ETF by 103.8% in the third quarter. Private Wealth Asset Management LLC now owns 137,186 shares of the company’s stock valued at $91,819,000 after acquiring an additional 69,886 shares during the last quarter. ArborFi Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. ArborFi Advisors LLC now owns 31,394 shares of the company’s stock worth $21,012,000 after purchasing an additional 956 shares during the last quarter. Absolute Capital Management LLC raised its holdings in iShares Core S&P 500 ETF by 22.7% during the 3rd quarter. Absolute Capital Management LLC now owns 4,527 shares of the company’s stock worth $3,030,000 after purchasing an additional 839 shares during the last quarter. Activest Wealth Management raised its holdings in iShares Core S&P 500 ETF by 941.9% during the 3rd quarter. Activest Wealth Management now owns 11,951 shares of the company’s stock worth $7,999,000 after purchasing an additional 10,804 shares during the last quarter. Finally, Great Lakes Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 1.5% in the 3rd quarter. Great Lakes Advisors LLC now owns 140,586 shares of the company’s stock worth $94,094,000 after purchasing an additional 2,013 shares during the period. 70.12% of the stock is currently owned by institutional investors.

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: S&P 500 breaks 7,000 for the first time, led by AI optimism and expectations for strong Big Tech results — a direct positive driver for IVV because the ETF tracks the S&P 500 cap‑weighted index. S&P 500 crosses 7,000 points for the first time, lifted by AI optimism
• Positive Sentiment: Coverage notes tech and AI optimism pushing the index higher, though some traders are starting to take profits — still, near‑term momentum favors IVV because of heavy mega‑cap weighting. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Positive Sentiment: Investor sentiment measures have moved further into the “Greed” zone, signaling broad bullishness that tends to support passive S&P exposure like IVV. S&P 500 Hits Record High Ahead Of Key Earnings, Interest Rate Decision
• Neutral Sentiment: Commentary recommends looking beyond the S&P to midcaps for diversification — a reminder that IVV’s heavy large‑cap concentration may leave it less attractive for investors seeking broader exposure. Look beyond the S&P 500 at this group of stocks that is less pricey, and less concentrated
• Negative Sentiment: Reports flag profit‑taking ahead of a key Fed decision and major earnings nights — these catalysts could trigger short‑term volatility and pull IVV off highs. S&P 500 Index: Breaks 7,000 Today – Tech Stocks Face Fed and Earnings Test
• Negative Sentiment: Sector‑specific weakness (e.g., a health‑insurer selloff) can dent market breadth; recent losses in UnitedHealth and peers erased sizable market value and highlight that leadership can be narrow. Health Insurers Weigh on the Dow, While S&P 500 Sets Fresh Record
• Negative Sentiment: Analysis on index concentration (the “Magnificent Seven”) underscores a concentration risk — if those few names stumble, IVV could decline even while broader economic data is OK. Will the Russell 2000 Continue to Outperform the S&P 500?

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $698.70 on Thursday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $700.97. The firm’s fifty day moving average is $687.54 and its 200-day moving average is $668.25. The firm has a market cap of $768.36 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.