Ledyard National Bank cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 98,417 shares of the ETF’s stock after selling 2,078 shares during the quarter. iShares Core S&P 500 ETF accounts for about 5.9% of Ledyard National Bank’s holdings, making the stock its 2nd biggest holding. Ledyard National Bank’s holdings in iShares Core S&P 500 ETF were worth $75,373,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently made changes to their positions in the company. Citrine Capital LLC grew its holdings in shares of iShares Core S&P 500 ETF by 2.8% during the third quarter. Citrine Capital LLC now owns 474 shares of the ETF’s stock worth $363,000 after purchasing an additional 13 shares during the last quarter. Punch & Associates Investment Management Inc. increased its stake in shares of iShares Core S&P 500 ETF by 50.0% in the first quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after buying an additional 14 shares during the period. Hidden Cove Wealth Management LLC raised its holdings in iShares Core S&P 500 ETF by 3.5% in the 2nd quarter. Hidden Cove Wealth Management LLC now owns 409 shares of the ETF’s stock valued at $306,000 after buying an additional 14 shares during the last quarter. IFC & Insurance Marketing Inc. raised its holdings in iShares Core S&P 500 ETF by 3.9% in the 3rd quarter. IFC & Insurance Marketing Inc. now owns 371 shares of the ETF’s stock valued at $284,000 after buying an additional 14 shares during the last quarter. Finally, Sharp Wealth Advisory LLC raised its holdings in iShares Core S&P 500 ETF by 1.3% in the 1st quarter. Sharp Wealth Advisory LLC now owns 1,159 shares of the ETF’s stock valued at $757,000 after buying an additional 15 shares during the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about iShares Core S&P 500 ETF
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: Technical analysts see the S&P 500’s pullback potentially nearing completion. Improving market breadth and favorable seasonality could support a move toward 8,125 if the index holds above 7,507, which would benefit IVV. S&P 500: Seasonality and Market Breadth Suggest Pullback Near Completion as Elliott Wave Pattern Targets 8,125
- Positive Sentiment: Several bullish forecasts remain supportive of the ETF. Goldman Sachs reportedly expects the S&P 500 to reach 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager sees a potential 9,500 level by June 2027, citing artificial intelligence, longevity, and energy investment. Goldman Sachs S&P 500 Forecast UBS S&P 500 Forecast
- Positive Sentiment: Fifth Third Securities increased its IVV position by 8.4% in the third quarter, adding 8,184 shares. The purchase provides a modest institutional-confidence signal, although it is not a major market-moving transaction. Fifth Third Securities Purchases IVV Shares
- Neutral Sentiment: IVV’s reported portfolio activity included sales of NVIDIA and Apple shares. Rebalancing can reduce concentration risk, but trimming two influential S&P 500 components may modestly limit upside if technology leadership continues. IVV Sold NVIDIA IVV Sells NVIDIA and Apple
- Negative Sentiment: Defensive sectors weakened while the Dow declined, and narrow buying in select semiconductor stocks only partly supported the Nasdaq. This indicates fragile market breadth and creates a headwind for IVV. Defensive Stocks Slide
- Negative Sentiment: Early trading sentiment was pressured by elevated oil prices, geopolitical stalemates, and regulatory scrutiny of prediction markets. Separately, widening credit spreads and higher investment-grade bond yields signal increasing concern about leverage and AI infrastructure spending. Stock Market Outlook S&P 500 Credit Risks
iShares Core S&P 500 ETF Price Performance
NYSEARCA:IVV opened at $763.25 on Friday. The firm’s 50 day simple moving average is $771.07 and its 200 day simple moving average is $751.15. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $785.03. The company has a market cap of $875.64 billion, a PE ratio of 25.10 and a beta of 1.00.
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.
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