Cassilly Financial Group LLC bought a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 6,455 shares of the company’s stock, valued at approximately $4,421,000. iShares Core S&P 500 ETF makes up approximately 3.9% of Cassilly Financial Group LLC’s investment portfolio, making the stock its 4th largest position.
Several other hedge funds and other institutional investors have also modified their holdings of IVV. Marshall Wace LLP lifted its stake in iShares Core S&P 500 ETF by 28.5% in the 3rd quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after acquiring an additional 6,101,936 shares in the last quarter. Nisa Investment Advisors LLC boosted its position in iShares Core S&P 500 ETF by 56.2% during the 3rd quarter. Nisa Investment Advisors LLC now owns 11,955,236 shares of the company’s stock worth $8,001,639,000 after acquiring an additional 4,301,015 shares during the period. Eisler Capital Management Ltd. grew its stake in iShares Core S&P 500 ETF by 346.1% during the 3rd quarter. Eisler Capital Management Ltd. now owns 4,963,000 shares of the company’s stock valued at $3,305,308,000 after acquiring an additional 3,850,500 shares in the last quarter. Capula Management Ltd increased its holdings in shares of iShares Core S&P 500 ETF by 36.3% in the 3rd quarter. Capula Management Ltd now owns 10,434,370 shares of the company’s stock valued at $6,983,724,000 after purchasing an additional 2,776,225 shares during the period. Finally, UBS Group AG increased its holdings in shares of iShares Core S&P 500 ETF by 53.9% in the 3rd quarter. UBS Group AG now owns 4,772,201 shares of the company’s stock valued at $3,194,034,000 after purchasing an additional 1,671,715 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.
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: Institutional buying — Baron Wealth Management disclosed a meaningful purchase of IVV shares, a sign some asset managers are adding exposure to the index via the ETF. Baron Wealth Management LLC Purchases 1,073 Shares of iShares Core S&P 500 ETF $IVV
- Positive Sentiment: Valuation improvement — the S&P 500 earnings yield climbed back above 5%, which can make broad-cap index exposure (and IVV) more attractive to value- and income- oriented investors. S&P 500 Earnings Update: Earnings Yield Jumps Back Over 5%
- Positive Sentiment: Short-lived risk relief in futures — comments aiming to de-escalate Iran tensions briefly lifted futures and could produce intermittent bounces for IVV if diplomatic signals continue. Stock Market Today: S&P 500, Dow, Nasdaq Futures Gain As Trump Calls Iran’s New Leaders ‘Very Reasonable’
- Neutral Sentiment: Consensus targets unchanged — some Wall Street strategists are keeping year‑end S&P targets intact (around 7,700), implying that current weakness may be seen as a buying opportunity for longer-term allocations to IVV. S&P 500 Nears Correction Territory. Wall Street Debates Buying the Dip.
- Neutral Sentiment: Technical/short-term outlook mixed — market commentary highlights levels to watch and whether options-related flows (e.g., delta-hedging around expirations) accentuated the selloff; useful for traders but less decisive for long-term IVV holders. S&P 500 Levels to Watch Amid Dow, Nasdaq Correction
- Negative Sentiment: Geopolitical risk driving downside — analysts warn the Iran conflict could deepen and push the S&P materially lower (one note cites a potential drop to ~6,150), which would pressure IVV given its S&P 500 exposure. S&P 500 could fall to 6,150: analyst explains how to play the dip
- Negative Sentiment: Oil spike and risk-off — oil topped $100/bbl, lifting commodity-driven risk premia and pressuring equities; higher energy prices can weigh on margins and investor sentiment for the broad market and IVV. S&P 500 Falters and Oil Rises After Hopes Fade for a Quick End to Iran Conflict
- Negative Sentiment: Technical deterioration — the S&P flashed a death cross and recently moved into correction territory, signaling increased downside risk for index-tracking ETFs like IVV until volatility recedes. S&P 500 Index flashes a death cross as US-Iran war continues ahead of NFP data
iShares Core S&P 500 ETF Price Performance
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.
Further Reading
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
