Valley Forge Investment Consultants Inc. ADV boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 189,524 shares of the company’s stock after purchasing an additional 9,446 shares during the period. iShares Core S&P 500 ETF comprises 37.1% of Valley Forge Investment Consultants Inc. ADV’s investment portfolio, making the stock its biggest position. Valley Forge Investment Consultants Inc. ADV’s holdings in iShares Core S&P 500 ETF were worth $126,848,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth about $331,591,000. Bison Wealth LLC increased its holdings in iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after acquiring an additional 1,511 shares in the last quarter. Calton & Associates Inc. raised its position in iShares Core S&P 500 ETF by 25.3% during the first quarter. Calton & Associates Inc. now owns 1,882 shares of the company’s stock worth $1,058,000 after acquiring an additional 380 shares during the last quarter. Ewing Morris & Co. Investment Partners Ltd. lifted its holdings in shares of iShares Core S&P 500 ETF by 30.4% in the first quarter. Ewing Morris & Co. Investment Partners Ltd. now owns 6,737 shares of the company’s stock valued at $3,786,000 after purchasing an additional 1,570 shares in the last quarter. Finally, MAI Capital Management lifted its holdings in shares of iShares Core S&P 500 ETF by 1.6% in the first quarter. MAI Capital Management now owns 1,642,402 shares of the company’s stock valued at $922,866,000 after purchasing an additional 26,359 shares in the last quarter. 70.12% of the stock is owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Price Performance
Shares of IVV opened at $693.27 on Monday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $694.70. The stock has a market cap of $727.59 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm has a 50 day simple moving average of $681.35 and a 200-day simple moving average of $655.94.
Key iShares Core S&P 500 ETF News
- Positive Sentiment: S&P 500 hit record highs and a Santa Claus rally lifted broad sectors, a direct tailwind for IVV since it tracks the index. S&P 500 reaches a record high
- Positive Sentiment: Citi Research set a bullish 2026 S&P 500 target (7,700), signaling upside for index ETFs like IVV if that outlook gains traction. Citi Research’s Rob Rowe on the firm’s 2026 S&P 500 target of 7,700
- Positive Sentiment: Investor sentiment measures moved further into the “Greed” zone and holiday-week flows showed Big Tech strength — both supportive for IVV’s performance. S&P 500 Hits New Record High
- Positive Sentiment: IVV experienced a notable decline in short interest (~21% drop to ~8.2M shares as of Dec 15), reducing a potential source of downside pressure. IVV short interest report
- Neutral Sentiment: Market strategists and TV panels discussed the S&P’s intraday record and subsequent retreat — useful for context but mixed for directional inference on IVV. ‘Closing Bell’ market panel talks S&P 500 hitting intra-day record
- Neutral Sentiment: Reports noted tech-driven volatility even as Big Tech provided tailwinds; sector swings can cause short-term choppiness in IVV despite index-level gains. Christmas Week Brings S&P 500 Records, Tech Volatility
- Neutral Sentiment: Holiday/thin trading conditions (shortened sessions) are keeping moves muted and increasing the chance of outsized intraday swings in ETFs like IVV. NASDAQ Index, S&P 500 and Dow Jones Forecasts – US Indices Quiet in Thin Trading
- Negative Sentiment: Futures slipped after the holiday, and some intraday profit-taking trimmed gains — direct headwinds for IVV in the near term. Stock Market Today: Dow Jones, S&P 500 Futures Slip After Christmas Day
- Negative Sentiment: Macro warnings — e.g., concerns about tariff-driven unemployment vs. the market’s rally — create a fundamental risk that could weigh on risk assets including IVV. Stock Market Disconnect: High-Flying S&P 500 Run vs. Fed’s Dire Warning
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.
Further Reading
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