3EDGE Asset Management LP trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 150,148 shares of the company’s stock after selling 9,307 shares during the quarter. iShares Core S&P 500 ETF comprises 5.7% of 3EDGE Asset Management LP’s investment portfolio, making the stock its 7th biggest position. 3EDGE Asset Management LP’s holdings in iShares Core S&P 500 ETF were worth $100,494,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also made changes to their positions in the company. Parkside Financial Bank & Trust lifted its stake in shares of iShares Core S&P 500 ETF by 8.9% in the 3rd quarter. Parkside Financial Bank & Trust now owns 9,673 shares of the company’s stock valued at $6,474,000 after purchasing an additional 790 shares during the last quarter. Facet Wealth Inc. raised its holdings in iShares Core S&P 500 ETF by 37.9% in the 3rd quarter. Facet Wealth Inc. now owns 8,729 shares of the company’s stock valued at $5,842,000 after buying an additional 2,399 shares during the period. Nadler Financial Group Inc. raised its holdings in iShares Core S&P 500 ETF by 2.8% in the 3rd quarter. Nadler Financial Group Inc. now owns 41,045 shares of the company’s stock valued at $27,471,000 after buying an additional 1,104 shares during the period. Wealth Dimensions Group Ltd. lifted its position in iShares Core S&P 500 ETF by 0.7% in the third quarter. Wealth Dimensions Group Ltd. now owns 39,920 shares of the company’s stock valued at $26,718,000 after buying an additional 292 shares during the last quarter. Finally, Quadrant Private Wealth Management LLC boosted its stake in iShares Core S&P 500 ETF by 4.1% during the third quarter. Quadrant Private Wealth Management LLC now owns 8,564 shares of the company’s stock worth $5,732,000 after buying an additional 335 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Price Performance
Shares of IVV opened at $691.96 on Friday. The firm has a 50-day simple moving average of $685.31 and a two-hundred day simple moving average of $666.00. The stock has a market cap of $762.78 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $699.17.
Key Stories Impacting iShares Core S&P 500 ETF
- Positive Sentiment: Market sentiment improved after U.S. political rhetoric softened on EU tariff threats, lifting the S&P 500 and boosting risk appetite. S&P 500 Jumps Over 1% As Trump Withdraws EU Tariff Threat
- Positive Sentiment: Tech leaders (Nvidia, Microsoft, Meta) led a broad rally that pushed the S&P through its 50-day moving average — a technical positive for IVV given its market-cap weighting in those names. S&P 500 Forecast: US Indices Rally Today as Tech Stocks Lead Broad Gains
- Positive Sentiment: Big U.S. banks reported robust Q4 bottom-line results, which supports consensus S&P 500 EPS growth expectations and helps underpin IVV’s gains even where some banks missed revenue. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
- Neutral Sentiment: Market positioning and sector rotation continue to evolve — a value ETF driven by non-Magnificent Seven tech shows different internal leadership, suggesting mixed flows that could amplify moves in IVV depending on leadership persistence. This Value Stock ETF Is Crushing the S&P 500. Here’s Its Secret Weapon.
- Neutral Sentiment: While bank profits were strong, several firms missed top-line expectations and guidance was mixed — a mixedearnings signal that can support headline EPS growth but inject volatility into near-term market direction. Did The Banks Just Set The Stage For Another Quarter Of Double-Digit S&P 500 EPS Growth?
- Negative Sentiment: Technical and macro caution: analysts warn that a retreat in the S&P 500 toward ~6,700 could unleash more selling, highlighting downside risk that could reverse IVV’s rally. The S&P 500 is on fire — but a retreat to this level would unleash the bears
iShares Core S&P 500 ETF Company 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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