Embree Financial Group raised its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 48.9% in the third quarter, HoldingsChannel.com reports. The firm owned 14,002 shares of the company’s stock after buying an additional 4,599 shares during the period. iShares Core S&P 500 ETF comprises about 1.3% of Embree Financial Group’s investment portfolio, making the stock its 19th biggest holding. Embree Financial Group’s holdings in iShares Core S&P 500 ETF were worth $9,372,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Bay Colony Advisory Group Inc d b a Bay Colony Advisors lifted its holdings in shares of iShares Core S&P 500 ETF by 3.5% in the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 28,713 shares of the company’s stock valued at $17,828,000 after purchasing an additional 974 shares in the last quarter. Cape Investment Advisory Inc. raised its position in iShares Core S&P 500 ETF by 35.9% during the second quarter. Cape Investment Advisory Inc. now owns 2,807 shares of the company’s stock valued at $1,743,000 after buying an additional 741 shares during the period. TCP Asset Management LLC lifted its stake in iShares Core S&P 500 ETF by 1.1% in the 3rd quarter. TCP Asset Management LLC now owns 123,864 shares of the company’s stock worth $82,902,000 after acquiring an additional 1,290 shares in the last quarter. RWA Wealth Partners LLC boosted its position in iShares Core S&P 500 ETF by 5.0% during the 2nd quarter. RWA Wealth Partners LLC now owns 188,694 shares of the company’s stock worth $117,160,000 after acquiring an additional 9,023 shares during the period. Finally, Evolution Wealth Management Inc. purchased a new position in iShares Core S&P 500 ETF during the 2nd quarter valued at about $1,869,000. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Price Performance
Shares of IVV opened at $683.49 on Friday. The business’s 50-day moving average is $678.81 and its 200-day moving average is $652.04. The company has a market capitalization of $717.32 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $693.07.
Key iShares Core S&P 500 ETF News
- Positive Sentiment: U.S. futures and equities rose after a cooler-than-expected inflation print, supporting risk assets and ETFs tied to the S&P 500. Stock Market Today: S&P 500, Nasdaq Future Gain
- Positive Sentiment: Reports show heavy retail/institutional activity in IVV call options, which can amplify upside in the ETF as gamma flows and positioning support ETF demand. Investors Purchase High Volume of iShares Core S&P 500 ETF Call Options
- Positive Sentiment: Technical and seasonal analysis (Elliott Wave, cycles, and other forecasts) indicate potential for further upside into next spring, which supports continuation trades in broad S&P products like IVV. S&P 500 Update: Elliott Wave, Seasonality, and Cycles Indicate More Upside
- Neutral Sentiment: The Wall Street Journal notes the S&P 500 is near records with traders hoping for a year-end rally, but delayed economic data is leaving some uncertainty about momentum. This creates mixed short‑term signals for IVV. S&P 500 Hovers Near Record With Wall Street Hoping for a Year-End Rally
- Neutral Sentiment: Market commentary highlights holiday-thinned liquidity and technical level watching; these factors limit near-term momentum even if the medium-term trend remains constructive. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Look to Stretch Higher
- Neutral Sentiment: Longer-term bull case (e.g., S&P 8000 scenarios) depends on large rate cuts — a conditional view that keeps upside possible but tied to central‑bank action. Can the S&P 500 Get to 8000?
- Neutral Sentiment: Pop-culture/viral coverage comparing famous investors (Pelosi vs. Buffett) is drawing attention but is unlikely to move IVV materially — more noise than fundamental signal. Pelosi Vs. Buffett: Viral Tweet Reveals Who Beat S&P 500 The Most Since 2012
- Negative Sentiment: A Seeking Alpha piece warns of a “Great Liquidity Trap,” citing sharply lower Fed net liquidity and banking cash assets and recommending SELL for big-cap ETFs — this macro liquidity concern is a direct negative tail risk for IVV. S&P 500: The Great Liquidity Trap
- Negative Sentiment: Reports of a “hiring recession” and mixed jobs data are keeping growth risks on investors’ radars, which can increase volatility and weigh on broad ETFs like IVV. Stock Market Today: S&P 500, Nasdaq Futures Gain, Dow Flat
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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Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
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