Mitsubishi UFJ Trust & Banking Corp grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 450,542 shares of the company’s stock after purchasing an additional 23,270 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 0.7% of Mitsubishi UFJ Trust & Banking Corp’s portfolio, making the stock its 21st largest holding. Mitsubishi UFJ Trust & Banking Corp’s holdings in iShares Core S&P 500 ETF were worth $301,548,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also modified their holdings of the company. Americana Partners LLC increased its stake in shares of iShares Core S&P 500 ETF by 21.8% during the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after purchasing an additional 1,187 shares during the last quarter. Forza Wealth Management LLC lifted its stake in iShares Core S&P 500 ETF by 28.7% in the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after purchasing an additional 1,438 shares during the last quarter. Fonville Wealth Management LLC grew its holdings in iShares Core S&P 500 ETF by 121.3% during the third quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after purchasing an additional 3,224 shares during the period. Fortitude Family Office LLC grew its holdings in iShares Core S&P 500 ETF by 13.4% during the third quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock worth $32,950,000 after purchasing an additional 5,800 shares during the period. Finally, Community Trust & Investment Co. increased its position in iShares Core S&P 500 ETF by 29.9% during the third quarter. Community Trust & Investment Co. now owns 4,314 shares of the company’s stock worth $2,887,000 after buying an additional 992 shares during the last quarter. 70.12% of the stock is owned by institutional investors.
iShares Core S&P 500 ETF News Roundup
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: Macroeconomic/political relief drove a rally: President Trump scaled back EU tariff threats and investor sentiment improved, helping the S&P 500 jump over 1% and lift index ETFs like IVV. S&P 500 Jumps Over 1% As Trump Withdraws EU Tariff Threat
- Positive Sentiment: Tech-led strength pushed indices above technical resistance (S&P 500 broke its 50‑day MA), supporting IVV since tech is a large weight in the index. S&P 500 Forecast: US Indices Rally Today as Tech Stocks Lead Broad Gains
- Neutral Sentiment: Analyst activity in S&P names: TD Cowen upgraded Fortinet, reflecting bullish views on cybersecurity and AI billings — a positive for index constituents but limited to single-stock impact on IVV. Fortinet Is Top S&P 500 Stock After Upgrade. Don’t Worry About ‘AI Eating Software.
- Neutral Sentiment: Direct ETF comparison: an article reviewing IVV vs Australian ETFs (VGS, VAS) highlights IVV’s 2025 returns and global exposure considerations — useful context for allocation decisions but not a market mover. IVV, VGS, VAS: Which ASX ETF produced the better returns in 2025?
- Negative Sentiment: Shorter‑term risk: some analysts warn the S&P could retreat toward 6,700, which would pressure IVV — a reminder that recent gains could face a meaningful pullback. The S&P 500 is on fire — but a retreat to this level would unleash the bears
- Negative Sentiment: Mixed corporate signals: big banks delivered solid Q4 profits but mixed guidance, which could cap broader index gains and weigh on IVV if financials underperform. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
- Negative Sentiment: Early-morning futures showed a slight pullback after two days of gains, signaling continued volatility and the potential for near-term declines in IVV if momentum stalls. Stock Market Today: S&P 500, Dow Jones, Nasdaq 100 Futures Decline After 2 Consecutive Days Of Gains—Intel, CSX In Focus
iShares Core S&P 500 ETF Stock Up 0.0%
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.
See Also
- Five stocks we like better than iShares Core S&P 500 ETF
- INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
- The $100 Trillion AI Story No One Is Telling You
- Trump’s AI Secret: 100X Faster Than Nvidia
- Buy This Stock at 9:30 AM on MONDAY!
- A U.S. “birthright” claim worth trillions – activated quietly
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.
