iShares Core S&P 500 ETF $IVV Stock Holdings Raised by Ameliora Wealth Management Ltd.

Ameliora Wealth Management Ltd. lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 14.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,443 shares of the company’s stock after buying an additional 4,449 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 7.2% of Ameliora Wealth Management Ltd.’s portfolio, making the stock its 3rd biggest holding. Ameliora Wealth Management Ltd.’s holdings in iShares Core S&P 500 ETF were worth $23,591,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Northwestern Mutual Wealth Management Co. raised 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 purchasing an additional 939,429 shares in the last quarter. Envestnet Asset Management Inc. grew its position in iShares Core S&P 500 ETF by 0.7% during 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 grew its position in iShares Core S&P 500 ETF by 28.5% during 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 grew its position in iShares Core S&P 500 ETF by 2.3% during 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 grew its position in iShares Core S&P 500 ETF by 3.6% during 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 owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA IVV opened at $678.99 on Thursday. iShares Core S&P 500 ETF has a one year low of $495.34 and a one year high of $700.97. The firm’s 50 day simple moving average is $676.78 and its two-hundred day simple moving average is $679.70. The stock has a market capitalization of $748.42 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.

iShares Core S&P 500 ETF Profile

(Free Report)

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

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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