Clg LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 103,842 shares of the company’s stock after acquiring an additional 6,624 shares during the period. iShares Core S&P 500 ETF makes up approximately 17.7% of Clg LLC’s holdings, making the stock its biggest holding. Clg LLC’s holdings in iShares Core S&P 500 ETF were worth $71,125,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also bought and sold shares of IVV. ALM First Financial Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth $2,021,000. Cassilly Financial Group LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth $4,421,000. Bank of Finland grew its stake in iShares Core S&P 500 ETF by 0.4% during the 4th quarter. Bank of Finland now owns 522,156 shares of the company’s stock worth $357,646,000 after buying an additional 1,853 shares during the last quarter. J. Safra Sarasin Holding AG grew its stake in iShares Core S&P 500 ETF by 1.5% during the 4th quarter. J. Safra Sarasin Holding AG now owns 2,357 shares of the company’s stock worth $1,626,000 after buying an additional 35 shares during the last quarter. Finally, WealthNavi Inc. increased its position in iShares Core S&P 500 ETF by 12.5% during the 4th quarter. WealthNavi Inc. now owns 563,199 shares of the company’s stock valued at $385,758,000 after buying an additional 62,612 shares in the last quarter. 70.12% of the stock is 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 $634.93 on Tuesday. The stock has a 50-day moving average of $681.06 and a two-hundred day moving average of $679.87. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $700.97. The stock has a market cap of $697.92 billion, a PE ratio of 25.10 and a beta of 1.00.
Key Headlines Impacting iShares Core S&P 500 ETF
- 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 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.
See Also
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