Doliver Advisors LP lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 20,625 shares of the company’s stock after selling 1,035 shares during the quarter. iShares Core S&P 500 ETF accounts for about 3.5% of Doliver Advisors LP’s holdings, making the stock its 4th largest position. Doliver Advisors LP’s holdings in iShares Core S&P 500 ETF were worth $14,127,000 at the end of the most recent reporting period.
Other hedge funds have also made changes to their positions in the company. Falcon Wealth Planning grew its position in iShares Core S&P 500 ETF by 0.4% during the 3rd quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after purchasing an additional 15 shares in the last quarter. Atwood & Palmer Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 0.9% in the third quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock valued at $1,188,000 after purchasing an additional 15 shares in the last quarter. Cathy Pareto & Associates Inc. boosted its position in shares of iShares Core S&P 500 ETF by 2.7% in the third quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock worth $387,000 after buying an additional 15 shares during the period. Balanced Wealth Group LLC boosted its position in shares of iShares Core S&P 500 ETF by 0.8% in the third quarter. Balanced Wealth Group LLC now owns 1,927 shares of the company’s stock worth $1,196,000 after buying an additional 15 shares during the period. Finally, Nicollet Investment Management Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 1.0% during the third quarter. Nicollet Investment Management Inc. now owns 1,480 shares of the company’s stock valued at $991,000 after buying an additional 15 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Trading Down 0.3%
NYSEARCA:IVV opened at $660.93 on Friday. The firm has a market capitalization of $726.49 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $700.97. The business’s fifty day moving average price is $687.55 and its 200 day moving average price is $679.58.
Key Headlines Impacting iShares Core S&P 500 ETF
- Positive Sentiment: Early strength ahead of Fed Chair Powell’s remarks lifted futures briefly, showing there was still demand for index exposure before the later pullback. Article Title
- Neutral Sentiment: A Zacks primer outlines IVV’s long-term, passive S&P 500 exposure — useful context for buy-and-hold investors but not an immediate catalyst. Article Title
- Neutral Sentiment: The S&P index owner’s move to license 24/7 perpetual futures on a crypto exchange is a structural market development that could extend trading hours/liquidity for the index over time, but it’s not an immediate driver for IVV performance. Article Title
- Negative Sentiment: MarketWatch warns “considerable damage” beneath the market surface as oil surges and the Iran conflict continues, elevating input-cost and geopolitical risk for S&P 500 sectors and pressuring index performance. Article Title
- Negative Sentiment: JPMorgan cut its 2026 year-end S&P 500 target (7,200 from 7,500), flagging market complacency and the risk that oil supply shocks and demand weakness are underpriced — a direct negative for index ETFs like IVV. Article Title
- Negative Sentiment: Hot PPI data combined with an oil spike tightened the Fed outlook and knocked stocks lower as investors re-priced the path for rates and growth — a key driver behind the S&P pullback that hits IVV. Article Title
- Negative Sentiment: Intraday futures and technical pieces note the S&P and Nasdaq approaching support as volatility contracts — underscoring that the immediate market structure has weakened and IVV is vulnerable to further downside if support breaks. Article Title
About iShares Core S&P 500 ETF
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.
See Also
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