iShares Core S&P 500 ETF $IVV is Fulton Breakefield Broenniman LLC’s Largest Position

Fulton Breakefield Broenniman LLC increased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.6% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 211,774 shares of the company’s stock after acquiring an additional 9,333 shares during the period. iShares Core S&P 500 ETF comprises approximately 9.2% of Fulton Breakefield Broenniman LLC’s holdings, making the stock its largest position. Fulton Breakefield Broenniman LLC’s holdings in iShares Core S&P 500 ETF were worth $145,052,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in the company. SJS Investment Consulting Inc. raised its holdings in iShares Core S&P 500 ETF by 18.2% in the 4th quarter. SJS Investment Consulting Inc. now owns 1,574 shares of the company’s stock worth $1,078,000 after acquiring an additional 242 shares during the last quarter. Stock Yards Bank & Trust Co. grew its position in iShares Core S&P 500 ETF by 3.2% in the 4th quarter. Stock Yards Bank & Trust Co. now owns 175,745 shares of the company’s stock worth $120,375,000 after purchasing an additional 5,386 shares during the period. Retirement Investment Advisors Inc. grew its position in iShares Core S&P 500 ETF by 1.1% in the 4th quarter. Retirement Investment Advisors Inc. now owns 4,395 shares of the company’s stock worth $3,010,000 after purchasing an additional 47 shares during the period. Apella Capital LLC grew its position in iShares Core S&P 500 ETF by 145.6% in the 4th quarter. Apella Capital LLC now owns 5,394 shares of the company’s stock worth $3,694,000 after purchasing an additional 3,198 shares during the period. Finally, Flagship Harbor Advisors LLC grew its position in iShares Core S&P 500 ETF by 3.9% in the 4th quarter. Flagship Harbor Advisors LLC now owns 23,649 shares of the company’s stock worth $16,199,000 after purchasing an additional 882 shares during the period. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Trading Up 2.5%

NYSEARCA:IVV opened at $678.99 on Thursday. iShares Core S&P 500 ETF has a 12 month low of $495.34 and a 12 month high of $700.97. The company has a market cap of $748.42 billion, a PE ratio of 25.10 and a beta of 1.00. The company has a 50 day simple moving average of $676.78 and a two-hundred day simple moving average of $679.70.

iShares Core S&P 500 ETF News Roundup

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.