Chicago Partners Investment Group LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 65,257 shares of the company’s stock after buying an additional 4,463 shares during the quarter. iShares Core S&P 500 ETF accounts for about 1.1% of Chicago Partners Investment Group LLC’s portfolio, making the stock its 17th largest position. Chicago Partners Investment Group LLC’s holdings in iShares Core S&P 500 ETF were worth $45,173,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds have also recently added to or reduced their stakes in IVV. Heck Capital Advisors LLC acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at about $331,591,000. Bison Wealth LLC lifted its stake in iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after buying an additional 1,511 shares during the period. Schnieders Capital Management LLC. lifted its stake in iShares Core S&P 500 ETF by 0.8% in the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after buying an additional 45 shares during the period. First Trust Advisors LP lifted its stake in iShares Core S&P 500 ETF by 43.1% in the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after buying an additional 2,105 shares during the period. Finally, Sei Investments Co. lifted its stake in iShares Core S&P 500 ETF by 1.2% in the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after buying an additional 97 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.
Key Headlines Impacting iShares Core S&P 500 ETF
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- 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
iShares Core S&P 500 ETF Trading Up 0.8%
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
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
