iShares Core S&P 500 ETF $IVV Shares Purchased by Envestnet Portfolio Solutions Inc.

Envestnet Portfolio Solutions Inc. increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 66.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,008,278 shares of the ETF’s stock after buying an additional 799,154 shares during the quarter. iShares Core S&P 500 ETF accounts for about 7.2% of Envestnet Portfolio Solutions Inc.’s portfolio, making the stock its 3rd largest position. Envestnet Portfolio Solutions Inc.’s holdings in iShares Core S&P 500 ETF were worth $1,503,980,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. Belpointe Asset Management LLC boosted its position in iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock valued at $27,239,000 after buying an additional 1,700 shares during the last quarter. Atria Investments Inc increased its holdings in iShares Core S&P 500 ETF by 14.0% in the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock worth $172,181,000 after buying an additional 30,777 shares during the period. M&T Bank Corp raised its position in iShares Core S&P 500 ETF by 0.8% during the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock worth $896,587,000 after buying an additional 10,723 shares during the last quarter. FDx Advisors Inc. raised its position in iShares Core S&P 500 ETF by 40.7% during the 4th quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock worth $9,587,000 after buying an additional 4,051 shares during the last quarter. Finally, Cornerstone Planning Group LLC lifted its stake in iShares Core S&P 500 ETF by 55.6% during the 1st quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after acquiring an additional 6,417 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

IVV stock opened at $781.47 on Friday. The firm’s fifty day simple moving average is $751.36 and its 200-day simple moving average is $718.38. The company has a market capitalization of $907.72 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $783.09.

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: A moderated wholesale-inflation reading reduced fears that the Federal Reserve would need to keep interest rates higher for longer. The S&P 500 gained 0.66% and briefly crossed 7,800, providing the main catalyst for IVV’s advance. U.S. Stocks Rise, S&P 500 Closes at Record High, After Inflation Data
• Positive Sentiment: Technology stocks and artificial-intelligence infrastructure companies continued to lead the market, while falling oil prices further supported investor risk appetite. Continued AI optimism could benefit IVV because large technology companies represent a significant portion of the ETF. Dow rises as S&P 500 closes at record high on softer inflation, tech gains
• Positive Sentiment: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, including about $2.1 billion already received in cash. The refunds may support corporate earnings and cash flow across some IVV holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
• Neutral Sentiment: Reddit’s planned addition to the S&P 500 reflects continued market strength and will modestly change the index’s holdings, but its direct effect on IVV should be limited. Reddit shares jump 11% on inclusion in S&P 500
• Negative Sentiment: The S&P 500’s historically low dividend yield may make IVV less attractive to investors primarily seeking current income, although it does not appear to be the immediate driver of the ETF’s movement. The S&P 500 Yield Is the Lowest in History

About iShares Core S&P 500 ETF

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.