Consolidated Portfolio Review Corp lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1,240.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 134,952 shares of the company’s stock after purchasing an additional 124,886 shares during the period. iShares Core S&P 500 ETF comprises 8.0% of Consolidated Portfolio Review Corp’s holdings, making the stock its 3rd biggest holding. Consolidated Portfolio Review Corp’s holdings in iShares Core S&P 500 ETF were worth $92,434,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also made changes to their positions in IVV. Decker Retirement Planning Inc. bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $29,000. Palouse Capital Management Inc. bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $38,000. Imprint Wealth LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter worth approximately $39,000. Dorato Capital Management bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $55,000. Finally, Maryland Capital Advisors Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 681.8% in the 4th quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock worth $59,000 after purchasing an additional 75 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors.
iShares Core S&P 500 ETF Price Performance
NYSEARCA IVV opened at $713.36 on Friday. The company’s 50 day simple moving average is $677.33 and its 200 day simple moving average is $681.09. iShares Core S&P 500 ETF has a 12 month low of $510.83 and a 12 month high of $715.66. The company has a market capitalization of $782.02 billion, a P/E ratio of 25.10 and a beta of 1.00.
Key iShares Core S&P 500 ETF News
- Positive Sentiment: Broad-market tailwinds: S&P 500 hit fresh record highs after a reported Israel–Lebanon ceasefire and investor sentiment moved further into the “Greed” zone, supporting demand for S&P 500 exposure like IVV. S&P 500 Hits New Record High Amid Lebanon Ceasefire
- Positive Sentiment: Sector rotation supporting the index: plunging oil prices boosted travel and airlines (United, Royal Caribbean led gains), which helps IVV’s cyclical components and is contributing to today’s upside. United and Royal Caribbean Lead the S&P 500 Today. Travel Stocks Surge as Oil Prices Plunge.
- Positive Sentiment: Institutional flows: a disclosure shows BCS Wealth Management materially increased its IVV holdings in Q4, a sign of continued institutional demand for S&P 500 ETF exposure. iShares Core S&P 500 ETF $IVV Shares Acquired by BCS Wealth Management
- Neutral Sentiment: Near-term consolidation possible: futures have paused near highs as headlines (geopolitics, big earnings, tech moves) create mixed intraday signals—this can produce rangebound trading for IVV even while the trend is up. S&P 500 Futures: Pause Near Highs as Trump Signals Iran Progress, Netflix Slides
- Negative Sentiment: Elevated technical and seasonal risk: technical analysts warn the S&P rally is behaving like an “irregular B‑wave” (or late 5th wave) and seasonality often turns around April 18—signals investors should watch for exhaustion or a pullback that would hit IVV. S&P 500 Extends Irregular B‑Wave Rally Toward Key 7120 Level
- Negative Sentiment: Rising short interest: a report flags a notable increase in short interest in IVV, which can amplify volatility on any downside moves and signal some traders positioning for a pullback. iShares Core S&P 500 ETF (NYSEARCA:IVV) Sees Significant Increase in Short Interest
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.
Further Reading
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