iShares Core S&P 500 ETF $IVV is BBR Partners LLC’s 3rd Largest Position

BBR Partners LLC reduced its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 186,242 shares of the company’s stock after selling 3,168 shares during the period. iShares Core S&P 500 ETF comprises approximately 6.8% of BBR Partners LLC’s portfolio, making the stock its 3rd largest position. BBR Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $127,565,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. lifted its position in iShares Core S&P 500 ETF by 1.2% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 33,837,717 shares of the company’s stock valued at $23,176,806,000 after acquiring an additional 409,816 shares during the last quarter. Marshall Wace LLP lifted its position in iShares Core S&P 500 ETF by 28.5% in the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after acquiring an additional 6,101,936 shares during the last quarter. Creative Planning lifted its position in iShares Core S&P 500 ETF by 2.3% in the third quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after acquiring an additional 505,293 shares during the last quarter. Nisa Investment Advisors LLC lifted its position in iShares Core S&P 500 ETF by 40.6% in the fourth quarter. Nisa Investment Advisors LLC now owns 16,809,463 shares of the company’s stock valued at $11,513,474,000 after acquiring an additional 4,854,227 shares during the last quarter. Finally, PNC Financial Services Group Inc. lifted its position in iShares Core S&P 500 ETF by 2.0% in the fourth quarter. PNC Financial Services Group Inc. now owns 15,763,521 shares of the company’s stock valued at $10,797,066,000 after acquiring an additional 310,464 shares during the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $760.83 on Friday. iShares Core S&P 500 ETF has a 1-year low of $593.93 and a 1-year high of $764.00. The stock has a market cap of $840.15 billion, a PE ratio of 25.10 and a beta of 1.00. The firm has a fifty day moving average price of $714.44 and a 200 day moving average price of $695.24.

Key Stories Impacting iShares Core S&P 500 ETF

Here are the key news stories impacting iShares Core S&P 500 ETF this week:

• Positive Sentiment: New S&P Dow Jones index-rule changes could eventually force major index funds like IVV to make room for high-profile private companies such as SpaceX, OpenAI, and Anthropic if they go public, reinforcing the S&P 500’s role as the default benchmark for large-cap U.S. stocks. The End Of S&P 500 As We Know It
• Positive Sentiment: Market watchers say upcoming S&P 500 rebalancing announcements could favor larger, faster-growing names like Marvell, which may support continued turnover and trading activity in index funds tracking the benchmark. Marvell looks poised to finally get a spot in the S&P 500 after explosive stock surge
• Neutral Sentiment: Several reports say the S&P 500’s recent rally has cooled, with tech stocks showing signs of fatigue and the index’s winning streak losing momentum, which may temper near-term enthusiasm for IVV. The Tech Rally Is Running Out of Gas. Where the S&P 500 Goes From Here.
• Neutral Sentiment: Commentary from market outlets highlighted rising single-stock volatility and higher Treasury yields/oil prices, suggesting broader market risk is rising even though the index remains resilient for now. How single-stock turbulence presents ‘asymmetric’ downside risk for a rather calm S&P 500
• Negative Sentiment: The S&P 500’s recent pause and the risk to its winning streak point to a possible short-term breather after a strong run, which could pressure IVV if investors rotate out of equities. Stocks take a breather on Wednesday as torrid rally cools — putting potentially historic S&P 500 winning streak in jeopardy

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.