iShares Core S&P 500 ETF $IVV Holdings Lessened by Phillips Financial Management LLC

Phillips Financial Management LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 252,588 shares of the company’s stock after selling 719 shares during the quarter. iShares Core S&P 500 ETF accounts for about 11.1% of Phillips Financial Management LLC’s investment portfolio, making the stock its largest position. Phillips Financial Management LLC’s holdings in iShares Core S&P 500 ETF were worth $173,007,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in IVV. Marshall Wace LLP boosted its holdings in shares of 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 worth $18,422,024,000 after buying an additional 6,101,936 shares during the last quarter. Nisa Investment Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 40.6% in the fourth quarter. Nisa Investment Advisors LLC now owns 16,809,463 shares of the company’s stock worth $11,513,474,000 after buying an additional 4,854,227 shares during the last quarter. Eisler Capital Management Ltd. boosted its holdings in shares of iShares Core S&P 500 ETF by 346.1% in the third quarter. Eisler Capital Management Ltd. now owns 4,963,000 shares of the company’s stock worth $3,305,308,000 after buying an additional 3,850,500 shares during the last quarter. Capula Management Ltd boosted its holdings in shares of iShares Core S&P 500 ETF by 36.3% in the third quarter. Capula Management Ltd now owns 10,434,370 shares of the company’s stock worth $6,983,724,000 after buying an additional 2,776,225 shares during the last quarter. Finally, UBS Group AG boosted its holdings in shares of iShares Core S&P 500 ETF by 53.9% in the third quarter. UBS Group AG now owns 4,772,201 shares of the company’s stock worth $3,194,034,000 after buying an additional 1,671,715 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $713.36 on Monday. The company has a market cap of $783.02 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company’s 50 day moving average is $677.33 and its 200 day moving average is $681.24. iShares Core S&P 500 ETF has a 12-month low of $510.83 and a 12-month high of $715.66.

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: 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.