Peddock Capital Advisors LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 39,223 shares of the company’s stock after buying an additional 2,355 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 5.6% of Peddock Capital Advisors LLC’s investment portfolio, making the stock its 4th largest holding. Peddock Capital Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $26,866,000 as of its most recent SEC filing.
Several other large investors also recently modified their holdings of the stock. Northwestern Mutual Wealth Management Co. grew its position in shares of iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock worth $22,373,294,000 after buying an additional 939,429 shares during the period. Envestnet Asset Management Inc. grew its position in shares of iShares Core S&P 500 ETF by 0.7% during the 3rd quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock worth $19,122,455,000 after buying an additional 201,983 shares during the period. Marshall Wace LLP grew its position in shares of iShares Core S&P 500 ETF by 28.5% during the 3rd quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after buying an additional 6,101,936 shares during the period. Creative Planning grew its position in shares of iShares Core S&P 500 ETF by 2.3% during the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock worth $15,216,714,000 after buying an additional 505,293 shares during the period. Finally, Jones Financial Companies Lllp grew its position in shares of iShares Core S&P 500 ETF by 3.6% during the 3rd quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock worth $11,437,403,000 after buying an additional 601,254 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.
More iShares Core S&P 500 ETF News
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- 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 Stock Up 0.1%
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.
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