Alesco Advisors LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,298,927 shares of the company’s stock after purchasing an additional 4,601 shares during the period. iShares Core S&P 500 ETF accounts for 23.0% of Alesco Advisors LLC’s portfolio, making the stock its largest position. Alesco Advisors LLC owned approximately 0.12% of iShares Core S&P 500 ETF worth $889,687,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds have also made changes to their positions in the stock. Juno Financial Group LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth approximately $1,175,000. Teacher Retirement System of Texas lifted its holdings in shares of iShares Core S&P 500 ETF by 27.7% in the 4th quarter. Teacher Retirement System of Texas now owns 632,560 shares of the company’s stock worth $433,266,000 after purchasing an additional 137,188 shares during the last quarter. Trail Ridge Investment Advisors LLC increased its position in iShares Core S&P 500 ETF by 1.9% in the 4th quarter. Trail Ridge Investment Advisors LLC now owns 17,643 shares of the company’s stock valued at $12,085,000 after acquiring an additional 330 shares during the period. West Michigan Advisors LLC increased its position in iShares Core S&P 500 ETF by 16.8% in the 4th quarter. West Michigan Advisors LLC now owns 1,249 shares of the company’s stock valued at $855,000 after acquiring an additional 180 shares during the period. Finally, Serenus Wealth Advisors LLC increased its position in iShares Core S&P 500 ETF by 1.6% in the 4th quarter. Serenus Wealth Advisors LLC now owns 78,661 shares of the company’s stock valued at $53,878,000 after acquiring an additional 1,227 shares during the period. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Up 0.8%
Shares of NYSEARCA IVV opened at $717.28 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $544.10 and a fifty-two week high of $717.77. The firm’s 50-day simple moving average is $679.46 and its 200 day simple moving average is $682.49. The stock has a market cap of $787.86 billion, a P/E ratio of 25.10 and a beta of 1.00.
Key Stories Impacting iShares Core S&P 500 ETF
- Positive Sentiment: Broad-market records led by Intel and a semiconductor rally are lifting the S&P 500 — a direct tailwind for IVV. Intel Surge Propels S&P 500, Nasdaq to New Records
- Positive Sentiment: Large ETF inflows into S&P 500 products are supporting demand for IVV and helping push the index to records. S&P 500 hits record as $10B ETF inflows defy risks
- Positive Sentiment: Semiconductor stocks have been outperforming the broader market in 2026, boosting the S&P’s tech/growth exposure and supporting IVV’s rise. Semiconductor stocks are crushing the S&P 500 in 2026
- Positive Sentiment: Retail-focused pieces highlighting income strategies using IVV can boost long-term demand from passive investors. How I’d use the iShares S&P 500 ETF (IVV) to create $50,000 annual passive income
- Neutral Sentiment: Some strategists warn the S&P is overbought, although major banks (e.g., JPMorgan) say momentum could continue — a mixed technical backdrop for IVV. S&P 500 Is Overbought—But JPMorgan Says The Rally Isn’t Done Yet
- Neutral Sentiment: Index forecasts remain constructive despite stretched readings, implying potential for further gains but heightened sensitivity to headlines. Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Continue to Look Upwards
- Negative Sentiment: Geopolitical uncertainty around US-Iran developments and the risk of higher oil prices are keeping futures mixed and could trigger short-term pressure on risk assets, including IVV. Dow futures tumble 130 points: 5 things to know before market opens
- Negative Sentiment: International risk-off moves (e.g., FTSE weakness tied to Iran concerns) show the potential for global spillovers that could dent US cyclical stocks and volatility in IVV. FTSE 100 slips as Iran crisis dampens investor confidence
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.
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