Fifth Third Wealth Advisors LLC Acquires 13,379 Shares of iShares Core S&P 500 ETF $IVV

Fifth Third Wealth Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) by 2.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 506,654 shares of the company’s stock after acquiring an additional 13,379 shares during the quarter. iShares Core S&P 500 ETF accounts for about 12.2% of Fifth Third Wealth Advisors LLC’s portfolio, making the stock its largest position. Fifth Third Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $347,028,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Falcon Wealth Planning lifted its holdings in shares of iShares Core S&P 500 ETF by 0.4% during the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after purchasing an additional 15 shares during the period. Atwood & Palmer Inc. grew its stake in shares of iShares Core S&P 500 ETF by 0.9% in the third quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock worth $1,188,000 after purchasing an additional 15 shares during the last quarter. Cathy Pareto & Associates Inc. increased its holdings in iShares Core S&P 500 ETF by 2.7% in the third quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock valued at $387,000 after purchasing an additional 15 shares during the period. Balanced Wealth Group LLC raised its position in iShares Core S&P 500 ETF by 0.8% during the 3rd quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after purchasing an additional 15 shares during the last quarter. Finally, Nicollet Investment Management Inc. raised its position in iShares Core S&P 500 ETF by 1.0% during the 3rd quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock worth $991,000 after purchasing an additional 15 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

Key iShares Core S&P 500 ETF News

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

  • Positive Sentiment: Early-session headlines suggesting ceasefire talks and a pickup in futures helped U.S. indices attempt a rally, supporting broad demand for S&P 500 exposure. Read More.
  • Positive Sentiment: Technicals: an Elliott Wave analysis flagged a potential inflection point for the S&P 500 that could lift the index toward ~6800 if recent lows and breadth hold — a bullish signal for IVV’s tracking. Read More.
  • Positive Sentiment: Direct flow/sentiment signal — unusually heavy call-buying in IVV options (noted on 3/31) indicates trader-level bullish positioning in the ETF itself, which can amplify intraday buying.
  • Positive Sentiment: Macro sentiment from strategists: Barclays’ U.S. equity head described the S&P 500 as an “attractive entry point,” which can encourage fresh allocations into core S&P ETFs like IVV. Read More.
  • Neutral Sentiment: Long-term index-fund positioning remains favorable: a Morningstar-backed Barron’s piece highlights that ultra-low-cost S&P 500 funds tend to deliver strong long-term returns, reinforcing persistent investor preference for broad S&P trackers. Read More.
  • Neutral Sentiment: Q1 winners and losers within the S&P were mixed; sector dispersion means IVV’s performance depends on whether large-cap winners sustain gains. Read More.
  • Negative Sentiment: Geopolitical and rate risks remain a clear headwind: Reuters reports the S&P headed for its worst quarter since 2022 on Iran-war uncertainty and rate worries, which can pressure broad-market ETFs including IVV. Read More.
  • Negative Sentiment: Analyst downside scenarios: some strategists warn the S&P could drop further (e.g., to ~6150) if geopolitical risks intensify, posing downside risk to IVV. Read More.
  • Negative Sentiment: Sector composition note — reports that tech stocks are cheaper versus the S&P than they’ve been in years reflect investor concern about AI spending and demand; with heavy tech weight in the index, continued weakness could cap IVV’s gains. Read More.

iShares Core S&P 500 ETF Trading Up 0.7%

Shares of IVV opened at $658.06 on Thursday. The stock’s 50-day moving average price is $679.91 and its two-hundred day moving average price is $679.67. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $700.97. The company has a market capitalization of $723.34 billion, a PE ratio of 25.10 and a beta of 1.00.

About iShares Core S&P 500 ETF

(Free Report)

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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Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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