iShares Core S&P 500 ETF $IVV Stock Holdings Lessened by J.W. Cole Advisors Inc.

J.W. Cole Advisors Inc. decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 116,022 shares of the company’s stock after selling 940 shares during the quarter. iShares Core S&P 500 ETF makes up 1.6% of J.W. Cole Advisors Inc.’s investment portfolio, making the stock its 8th largest position. J.W. Cole Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $79,468,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of IVV. Marshall Wace LLP increased its position in shares of iShares Core S&P 500 ETF by 28.5% in the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after acquiring an additional 6,101,936 shares during the period. Nisa Investment Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 40.6% in the fourth quarter. Nisa Investment Advisors LLC now owns 16,809,463 shares of the company’s stock valued at $11,513,474,000 after acquiring an additional 4,854,227 shares during the period. Eisler Capital Management Ltd. boosted its stake in shares of iShares Core S&P 500 ETF by 346.1% during the 3rd quarter. Eisler Capital Management Ltd. now owns 4,963,000 shares of the company’s stock valued at $3,305,308,000 after purchasing an additional 3,850,500 shares in the last quarter. Capula Management Ltd boosted its stake in shares of iShares Core S&P 500 ETF by 36.3% during the 3rd quarter. Capula Management Ltd now owns 10,434,370 shares of the company’s stock valued at $6,983,724,000 after purchasing an additional 2,776,225 shares in the last quarter. Finally, UBS Group AG boosted its stake in shares of iShares Core S&P 500 ETF by 53.9% during the 3rd quarter. UBS Group AG now owns 4,772,201 shares of the company’s stock valued at $3,194,034,000 after purchasing an additional 1,671,715 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

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: New S&P Dow Jones index-rule changes could eventually force major index funds like IVV to make room for high-profile private companies such as SpaceX, OpenAI, and Anthropic if they go public, reinforcing the S&P 500’s role as the default benchmark for large-cap U.S. stocks. The End Of S&P 500 As We Know It
• Positive Sentiment: Market watchers say upcoming S&P 500 rebalancing announcements could favor larger, faster-growing names like Marvell, which may support continued turnover and trading activity in index funds tracking the benchmark. Marvell looks poised to finally get a spot in the S&P 500 after explosive stock surge
• Neutral Sentiment: Several reports say the S&P 500’s recent rally has cooled, with tech stocks showing signs of fatigue and the index’s winning streak losing momentum, which may temper near-term enthusiasm for IVV. The Tech Rally Is Running Out of Gas. Where the S&P 500 Goes From Here.
• Neutral Sentiment: Commentary from market outlets highlighted rising single-stock volatility and higher Treasury yields/oil prices, suggesting broader market risk is rising even though the index remains resilient for now. How single-stock turbulence presents ‘asymmetric’ downside risk for a rather calm S&P 500
• Negative Sentiment: The S&P 500’s recent pause and the risk to its winning streak point to a possible short-term breather after a strong run, which could pressure IVV if investors rotate out of equities. Stocks take a breather on Wednesday as torrid rally cools — putting potentially historic S&P 500 winning streak in jeopardy

iShares Core S&P 500 ETF Trading Up 0.5%

Shares of IVV opened at $760.83 on Friday. The firm’s 50-day moving average price is $714.44 and its 200-day moving average price is $695.24. The firm has a market capitalization of $840.15 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $593.93 and a 1-year high of $764.00.

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.