iShares Core S&P 500 ETF $IVV Stock: Nisa Investment Advisors LLC Raises Position

Nisa Investment Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 17.2% during the 3rd quarter, Holdings Channel reports. The fund owned 21,395,674 shares of the ETF’s stock after purchasing an additional 3,141,233 shares during the quarter. iShares Core S&P 500 ETF makes up about 46.9% of Nisa Investment Advisors LLC’s investment portfolio, making the stock its largest position. Nisa Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $16,380,993,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of IVV. Envestnet Asset Management Inc. boosted its position in iShares Core S&P 500 ETF by 25.6% in the 2nd quarter. Envestnet Asset Management Inc. now owns 41,391,871 shares of the ETF’s stock worth $30,997,946,000 after purchasing an additional 8,432,228 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in shares of iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock worth $26,225,264,000 after purchasing an additional 421,146 shares during the period. Capula Management Ltd grew its stake in shares of iShares Core S&P 500 ETF by 1,374.6% during the 1st quarter. Capula Management Ltd now owns 9,094,984 shares of the ETF’s stock worth $5,940,934,000 after purchasing an additional 8,478,226 shares during the period. Allianz Asset Management GmbH grew its stake in shares of iShares Core S&P 500 ETF by 386.5% during the 2nd quarter. Allianz Asset Management GmbH now owns 4,777,691 shares of the ETF’s stock worth $3,577,965,000 after purchasing an additional 3,795,730 shares during the period. Finally, Alyeska Investment Group L.P. increased its holdings in shares of iShares Core S&P 500 ETF by 7.4% during the 2nd quarter. Alyeska Investment Group L.P. now owns 4,533,470 shares of the ETF’s stock valued at $3,402,896,000 after purchasing an additional 311,275 shares in the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $767.41 on Friday. The company has a 50 day moving average price of $771.41 and a 200-day moving average price of $751.07. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $785.03. The firm has a market cap of $880.41 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

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: Several analysts remain optimistic about the S&P 500. Goldman Sachs reportedly sees the index reaching 8,000 by year-end and 8,700 by the end of 2027, while a UBS portfolio manager projected a potential rise to 9,500 by June 2027, citing artificial intelligence, longevity and energy investment. Goldman Sachs S&P 500 forecast UBS S&P 500 forecast
• Positive Sentiment: Long-term market history continues to support the buy-and-hold case for IVV: the S&P 500 has averaged nearly 11% in annual total returns since 1990, and historically has recovered from major declines and eventually reached new highs. S&P 500 long-term history
• Neutral Sentiment: IVV sold NVIDIA shares, including approximately $33.5 million on Monday, and also sold NVIDIA and Apple shares on Tuesday. These transactions appear to reflect routine portfolio rebalancing rather than a change in the ETF’s investment mandate, although reduced exposure to top-performing holdings can affect near-term returns. IVV sells NVIDIA and Apple
• Neutral Sentiment: Institutional ownership activity was mixed: Novem Group, CWA Asset Management and Peirce Capital added to or initiated IVV positions, while Maia Wealth and Orin Green Financial reduced their holdings. These third-quarter filings are backward-looking and have limited immediate price impact. Institutional IVV ownership changes
• Negative Sentiment: Credit-market stress is weighing on sentiment. Wider credit-default-swap spreads at AI infrastructure companies and sharply higher investment-grade corporate-bond yields suggest investors are becoming more concerned about leverage, cash flow and the broader economic outlook. S&P 500 credit-market concerns

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.