Newbridge Financial Services Group Inc. raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,328 shares of the company’s stock after acquiring an additional 2,058 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 1.8% of Newbridge Financial Services Group Inc.’s holdings, making the stock its 12th biggest position. Newbridge Financial Services Group Inc.’s holdings in iShares Core S&P 500 ETF were worth $11,868,000 at the end of the most recent quarter.
Several other hedge funds also recently made changes to their positions in IVV. Imprint Wealth LLC bought a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter worth approximately $39,000. Dorato Capital Management bought a new position in shares of iShares Core S&P 500 ETF during the 4th quarter worth approximately $55,000. Maryland Capital Advisors Inc. grew its stake in shares of iShares Core S&P 500 ETF by 681.8% during the 4th quarter. Maryland Capital Advisors Inc. now owns 86 shares of the company’s stock worth $59,000 after acquiring an additional 75 shares in the last quarter. Winnow Wealth LLC bought a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter worth approximately $61,000. Finally, Texas Capital Bancshares Inc TX bought a new position in shares of iShares Core S&P 500 ETF during the 3rd quarter worth approximately $68,000. 70.12% of the stock is owned by institutional investors.
iShares Core S&P 500 ETF Trading Up 0.1%
NYSEARCA IVV opened at $662.38 on Wednesday. The company has a market cap of $730.11 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $491.49 and a 12 month high of $700.97. The stock has a 50 day moving average of $677.17 and a 200-day moving average of $679.70.
Key Stories Impacting iShares Core S&P 500 ETF
- Positive Sentiment: Tech-led rally and ceasefire talk lifted sentiment, supporting index flows and helping IVV’s large-cap tech exposure. Nasdaq 100 and S&P 500: Tech Stocks Drive US Indices Higher as Ceasefire Talk Boosts Forecast
- Positive Sentiment: S&P 500 forward 4‑quarter estimate jumped, raising the index earnings yield — a fundamental tailwind for a market-cap weighted ETF like IVV. Higher expected earnings can support price/PE expansion. S&P 500 Earnings And A StyleBox Update For March 31, 2026
- Positive Sentiment: An institutional investor (Austin Private Wealth LLC) increased its IVV holdings, an indicator of continued buy-side interest in the ETF. Institutional flows can provide support for large ETFs. Austin Private Wealth LLC Raises Stock Holdings in iShares Core S&P 500 ETF $IVV
- Neutral Sentiment: Casey’s General Stores will join the S&P 500 this week — a routine index reconstitution that causes predictable but short‑lived flows into IVV as it tracks the index. Casey’s General Stores Joining S&P 500 This Week
- Neutral Sentiment: Market sentiment gauges (Fear & Greed index) remain in “Extreme Fear” even as the S&P has gained several sessions — mixed sentiment can produce choppy trading for IVV. S&P 500 Gains For Fourth Session On Ceasefire Hopes: Fear & Greed Index Remains In ‘Extreme Fear’ Zone
- Negative Sentiment: UBS cut its 2026 S&P 500 target citing higher oil prices from the Middle East conflict and slower U.S. growth — analyst downgrades and lower macro targets can weigh on IVV. UBS cuts S&P 500 2026 targets amid rising oil prices
- Negative Sentiment: Mega‑cap concentration is a headwind: reporting shows Microsoft has become a top drag on the S&P — high single‑name weights in IVV increase sensitivity to a few large names. Microsoft Is Now The Biggest Deadweight On S&P 500 — And Exxon Is What Nvidia Used To Be
- Negative Sentiment: Commentary warns the S&P is trading on oil prices rather than earnings; with WTI above $112, higher energy costs and inflation risk could pressure valuations and limit IVV upside. Why The S&P 500 Is Trading On Oil Prices, Not Earnings
- Negative Sentiment: A competitor ETF (QVMT) with a value/low‑volatility tilt is highlighted as potentially outperforming IVV if the Middle East conflict and oil spikes persist — a reminder that IVV’s market‑cap weighting may underperform factor‑tilted funds in this regime. QVMT: Multifactor ETF With High Earnings Yield, Strong Quality Is Worth Shortlisting
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
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