HBK Sorce Advisory LLC Acquires 34,490 Shares of iShares Core S&P 500 ETF $IVV

HBK Sorce Advisory LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 271.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 47,179 shares of the company’s stock after purchasing an additional 34,490 shares during the period. iShares Core S&P 500 ETF accounts for approximately 0.7% of HBK Sorce Advisory LLC’s investment portfolio, making the stock its 16th biggest position. HBK Sorce Advisory LLC’s holdings in iShares Core S&P 500 ETF were worth $31,913,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the stock. S.A. Mason LLC lifted its stake in shares of iShares Core S&P 500 ETF by 1.6% in the third quarter. S.A. Mason LLC now owns 10,628 shares of the company’s stock worth $7,113,000 after acquiring an additional 172 shares during the period. LongView Wealth Management raised its holdings in iShares Core S&P 500 ETF by 23.4% during the 3rd quarter. LongView Wealth Management now owns 2,562 shares of the company’s stock worth $1,715,000 after purchasing an additional 486 shares during the last quarter. Jamison Private Wealth Management Inc. lifted its position in shares of iShares Core S&P 500 ETF by 4.0% in the 3rd quarter. Jamison Private Wealth Management Inc. now owns 8,413 shares of the company’s stock worth $5,631,000 after purchasing an additional 320 shares during the period. Exchange Traded Concepts LLC boosted its stake in shares of iShares Core S&P 500 ETF by 124.9% in the 3rd quarter. Exchange Traded Concepts LLC now owns 23,800 shares of the company’s stock valued at $15,929,000 after purchasing an additional 13,217 shares during the last quarter. Finally, Matrix Asset Advisors Inc. NY increased its position in shares of iShares Core S&P 500 ETF by 1.2% during the third quarter. Matrix Asset Advisors Inc. NY now owns 3,277 shares of the company’s stock worth $2,194,000 after buying an additional 40 shares during the period. Institutional investors own 70.12% of the company’s stock.

Key iShares Core S&P 500 ETF News

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

• Positive Sentiment: Tech-led S&P 500 rally: The S&P 500 closed at a record high on the fourth straight up day, led by gains in technology names such as Broadcom and Nvidia — a direct tailwind for IVV since it tracks the index. S&P 500 Hits Record on Fourth Straight Up Day
• Positive Sentiment: Improving sentiment and momentum: Market coverage and TV commentary noted the S&P 500 hitting records and positive investor sentiment (Fear & Greed moved toward “Greed”), which supports ETF inflows and higher IVV demand. S&P 500 closes at record high
• Positive Sentiment: Reported institutional buying in IVV: A filing noted BNC Wealth Management significantly boosted its position in IVV, signaling direct demand for the ETF. Institutional accumulation can support price strength in large ETFs. BNC Wealth Management LLC Boosts Holdings in iShares Core S&P 500 ETF $IVV
• Neutral Sentiment: Ray Dalio / Bridgewater holdings story: Coverage on Ray Dalio’s top holdings highlights two ETFs and two large tech names — useful context on what big managers are buying but not definitive evidence of sustained flows into IVV specifically. Ray Dalio’s Top Holdings Revealed: Two ETFs and Two Tech Titans
• Neutral Sentiment: ETF comparison and structure: Articles comparing IVV and SPY remind investors that IVV has a lower expense ratio while SPY retains deeper intraday liquidity — a neutral structural note for investors choosing between S&P 500 ETFs. SPY vs. IVV: Built to Trade or Built to Hold
• Neutral Sentiment: Technical / range commentary: Some analysts caution the S&P may remain range-bound into year-end despite recent gains, which could limit IVV’s upside if momentum stalls. S&P 500 Could Remain Range-Bound as 2025 Closes Out

iShares Core S&P 500 ETF Stock Up 0.5%

IVV stock opened at $690.97 on Wednesday. The firm has a market cap of $725.17 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $693.07. The company’s fifty day simple moving average is $679.75 and its 200 day simple moving average is $654.06.

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.