Elevated Financial Group LLC acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 51,296 shares of the company’s stock, valued at approximately $35,134,000. iShares Core S&P 500 ETF comprises approximately 12.1% of Elevated Financial Group LLC’s investment portfolio, making the stock its biggest position.
A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Simon Quick Advisors LLC lifted its stake in iShares Core S&P 500 ETF by 8.6% during the fourth quarter. Simon Quick Advisors LLC now owns 133,031 shares of the company’s stock worth $91,119,000 after purchasing an additional 10,513 shares during the last quarter. Facet Wealth Inc. lifted its stake in iShares Core S&P 500 ETF by 20.6% during the fourth quarter. Facet Wealth Inc. now owns 10,531 shares of the company’s stock worth $7,358,000 after purchasing an additional 1,802 shares during the last quarter. Axecap Investments LLC increased its position in iShares Core S&P 500 ETF by 60.8% during the fourth quarter. Axecap Investments LLC now owns 1,907 shares of the company’s stock worth $1,306,000 after buying an additional 721 shares during the period. ST Germain D J Co. Inc. increased its position in iShares Core S&P 500 ETF by 25.6% during the fourth quarter. ST Germain D J Co. Inc. now owns 4,331 shares of the company’s stock worth $2,966,000 after buying an additional 884 shares during the period. Finally, High Point Wealth Management LLC acquired a new position in iShares Core S&P 500 ETF during the fourth quarter worth approximately $2,490,000. 70.12% of the stock is currently owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF News Summary
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: Broad risk appetite and record S&P 500 closes support IVV — investor sentiment improved and the Fear & Greed index remains in “Greed,” which underpins flows into core large‑cap ETFs. S&P 500 Closes At Another Record High Level
- Positive Sentiment: Strategists say “animal spirits” may be looking past the Iran conflict, arguing the late‑March rally and record highs could persist — a backdrop that favors continued inflows to broad S&P exposure like IVV. Are Animal Spirits Looking Beyond the Iran War?
- Positive Sentiment: Company reports show AI is starting to deliver measurable ROI at many large-cap firms, which supports earnings momentum for index constituents and is constructive for IVV’s outlook. 1 in 4 S&P 500 Companies Can Now Prove AI Pays
- Neutral Sentiment: ETF coverage pieces highlight alternatives and niche ETFs (TOV, DEUS), but these are unlikely to meaningfully redirect core S&P flows into/out of IVV. Should JLens 500 Jewish Advocacy U.S. ETF (TOV) Be on Your Investing Radar? Should Xtrackers Russell US Multifactor ETF (DEUS) Be on Your Investing Radar?
- Neutral Sentiment: Technical/strategist notes warn indices are getting “stretched” and a trendline will determine momentum — hints that volatility or a pullback could occur but not an immediate catalyst. Nasdaq 100, Dow Jones 30 and S&P 500 Forecasts – US Indices Stretching This Trendline Can Determine if S&P 500 Momentum is ‘Alive and Well’
- Negative Sentiment: Geopolitical risk and rising oil are the main near‑term headwinds cited by strategists — higher oil can slow growth expectations and pressure large cap multiples, which weighs on IVV. The S&P 500’s Rally Smacks Into a Wall of Worries
- Negative Sentiment: Rising oil and geopolitical uncertainty trimmed some risk appetite yesterday, producing mixed sessions even as the S&P hit records — a reminder that headlines can quickly dent ETF performance. Dow dips as S&P 500, Nasdaq hit records amid oil surge fears
- Negative Sentiment: U.S. futures fell after news of halted talks and rising geopolitical tensions, an immediate negative trigger for broad‑market ETFs like IVV. Stock Market Today: Dow Jones, S&P 500 Futures Fall As Trump Halts Iran Talks
iShares Core S&P 500 ETF Stock Down 0.5%
iShares Core S&P 500 ETF Profile
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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