Capital Management Associates Inc Acquires 2,691 Shares of iShares Core S&P 500 ETF $IVV

Capital Management Associates Inc grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 162.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,344 shares of the company’s stock after purchasing an additional 2,691 shares during the period. iShares Core S&P 500 ETF comprises about 0.7% of Capital Management Associates Inc’s investment portfolio, making the stock its 25th biggest holding. Capital Management Associates Inc’s holdings in iShares Core S&P 500 ETF were worth $2,975,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of IVV. Marshall Wace LLP increased its holdings in shares of 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 purchasing an additional 6,101,936 shares in the last quarter. Nisa Investment Advisors LLC increased its holdings in shares of iShares Core S&P 500 ETF by 40.6% in the 4th quarter. Nisa Investment Advisors LLC now owns 16,809,463 shares of the company’s stock worth $11,513,474,000 after purchasing an additional 4,854,227 shares in the last quarter. Eisler Capital Management Ltd. increased its holdings in shares of iShares Core S&P 500 ETF by 346.1% in the 3rd quarter. Eisler Capital Management Ltd. now owns 4,963,000 shares of the company’s stock worth $3,305,308,000 after purchasing 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 worth $6,983,724,000 after purchasing an additional 2,776,225 shares in the last quarter. 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 worth $3,194,034,000 after purchasing an additional 1,671,715 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.1%

iShares Core S&P 500 ETF stock opened at $662.38 on Wednesday. The firm has a market cap of $730.11 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock has a fifty day simple moving average of $677.17 and a two-hundred day simple moving average of $679.70. iShares Core S&P 500 ETF has a 12 month low of $491.49 and a 12 month high of $700.97.

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: Tech-led rally and ceasefire talk lifted sentiment, supporting index flows and helping IVV’s large-cap tech exposure. Nasdaq 100 and S&P 500: Tech Stocks Drive US Indices Higher as Ceasefire Talk Boosts Forecast
• Positive Sentiment: S&P 500 forward 4‑quarter estimate jumped, raising the index earnings yield — a fundamental tailwind for a market-cap weighted ETF like IVV. Higher expected earnings can support price/PE expansion. S&P 500 Earnings And A StyleBox Update For March 31, 2026
• Positive Sentiment: An institutional investor (Austin Private Wealth LLC) increased its IVV holdings, an indicator of continued buy-side interest in the ETF. Institutional flows can provide support for large ETFs. Austin Private Wealth LLC Raises Stock Holdings in iShares Core S&P 500 ETF $IVV
• Neutral Sentiment: Casey’s General Stores will join the S&P 500 this week — a routine index reconstitution that causes predictable but short‑lived flows into IVV as it tracks the index. Casey’s General Stores Joining S&P 500 This Week
• Neutral Sentiment: Market sentiment gauges (Fear & Greed index) remain in “Extreme Fear” even as the S&P has gained several sessions — mixed sentiment can produce choppy trading for IVV. S&P 500 Gains For Fourth Session On Ceasefire Hopes: Fear & Greed Index Remains In ‘Extreme Fear’ Zone
• Negative Sentiment: UBS cut its 2026 S&P 500 target citing higher oil prices from the Middle East conflict and slower U.S. growth — analyst downgrades and lower macro targets can weigh on IVV. UBS cuts S&P 500 2026 targets amid rising oil prices
• Negative Sentiment: Mega‑cap concentration is a headwind: reporting shows Microsoft has become a top drag on the S&P — high single‑name weights in IVV increase sensitivity to a few large names. Microsoft Is Now The Biggest Deadweight On S&P 500 — And Exxon Is What Nvidia Used To Be
• Negative Sentiment: Commentary warns the S&P is trading on oil prices rather than earnings; with WTI above $112, higher energy costs and inflation risk could pressure valuations and limit IVV upside. Why The S&P 500 Is Trading On Oil Prices, Not Earnings
• Negative Sentiment: A competitor ETF (QVMT) with a value/low‑volatility tilt is highlighted as potentially outperforming IVV if the Middle East conflict and oil spikes persist — a reminder that IVV’s market‑cap weighting may underperform factor‑tilted funds in this regime. QVMT: Multifactor ETF With High Earnings Yield, Strong Quality Is Worth Shortlisting

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.