Capital Advisors Ltd. LLC Grows Holdings in iShares Core S&P 500 ETF $IVV

Capital Advisors Ltd. LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 529.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 17,490 shares of the company’s stock after purchasing an additional 14,712 shares during the quarter. iShares Core S&P 500 ETF makes up about 1.3% of Capital Advisors Ltd. LLC’s holdings, making the stock its 20th biggest position. Capital Advisors Ltd. LLC’s holdings in iShares Core S&P 500 ETF were worth $11,980,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in IVV. Northwestern Mutual Wealth Management Co. boosted its stake in iShares Core S&P 500 ETF by 2.9% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock valued at $22,373,294,000 after acquiring an additional 939,429 shares during the last quarter. Envestnet Asset Management Inc. boosted its stake in iShares Core S&P 500 ETF by 0.7% in the third quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock valued at $19,122,455,000 after acquiring an additional 201,983 shares during the last quarter. Marshall Wace LLP boosted its stake in iShares Core S&P 500 ETF by 28.5% in the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after acquiring an additional 6,101,936 shares during the last quarter. Creative Planning boosted its stake in iShares Core S&P 500 ETF by 2.3% in the third quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after acquiring an additional 505,293 shares during the last quarter. Finally, Jones Financial Companies Lllp boosted its stake in iShares Core S&P 500 ETF by 3.6% in the third quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock valued at $11,437,403,000 after acquiring an additional 601,254 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Up 2.5%

IVV opened at $678.99 on Thursday. The stock has a market cap of $748.42 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $495.34 and a twelve month high of $700.97. The company’s 50-day moving average price is $676.78 and its two-hundred day moving average price is $679.70.

Key Stories Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: S&P 500 reclaimed both its 50- and 200-day moving averages after the ceasefire announcement, a technical breakout that tends to attract momentum flows into index products like IVV. Read More.
• Positive Sentiment: Wall Street commentary has swung from geopolitical angst to talk of new S&P records, reinforcing bullish positioning in large-cap index exposure (beneficial for IVV). Read More.
• Positive Sentiment: Futures and pre-market action jumped after the ceasefire declaration, a near-term catalyst that drove buying across major ETFs and heavyweight S&P constituents. Read More.
• Positive Sentiment: An institutional investor (Austin Private Wealth LLC) increased its IVV holdings, a direct vote of confidence and a small demand signal for the fund. Read More.
• Neutral Sentiment: Market forecasts from several outlets expect U.S. indices to follow global risk-on flows higher; supportive but not a guaranteed sustained tailwind for IVV. Read More.
• Neutral Sentiment: Analysis of alternative S&P-related ETFs (multifactor/value-tilted funds) highlights options that could outperform in certain scenarios; useful context for investors weighing IVV vs. active/tilted ETF strategies. Read More.
• Negative Sentiment: UBS trimmed its 2026 S&P target citing higher oil and geopolitical risk; a renewed spike in energy prices or conflict escalation would hurt growth-sensitive components of the index and pressure IVV. Read More.
• Negative Sentiment: Sentiment gauges (Fear & Greed) remain in the “extreme fear” zone despite recent gains, indicating the rally may be fragile and prone to reversal if geopolitical clarity fades. Read More.

About iShares Core S&P 500 ETF

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.