iShares Core S&P 500 ETF $IVV is Tepp RIA LLC’s Largest Position

Tepp RIA LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,394 shares of the company’s stock after buying an additional 2,055 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 23.3% of Tepp RIA LLC’s portfolio, making the stock its biggest position. Tepp RIA LLC’s holdings in iShares Core S&P 500 ETF were worth $23,558,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Northwestern Mutual Wealth Management Co. boosted its stake in shares of iShares Core S&P 500 ETF by 2.9% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock valued at $22,373,294,000 after purchasing an additional 939,429 shares during the period. Envestnet Asset Management Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 0.7% during the third quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock valued at $19,122,455,000 after purchasing an additional 201,983 shares during the period. Marshall Wace LLP boosted its stake in shares of iShares Core S&P 500 ETF by 28.5% during the third quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after purchasing an additional 6,101,936 shares during the period. Creative Planning boosted its stake in shares of iShares Core S&P 500 ETF by 2.3% during the third quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after purchasing an additional 505,293 shares during the period. Finally, Jones Financial Companies Lllp boosted its stake in shares of iShares Core S&P 500 ETF by 3.6% during the third quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock valued at $11,437,403,000 after purchasing an additional 601,254 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $741.61 on Wednesday. The firm has a market cap of $818.92 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $578.31 and a fifty-two week high of $744.22. The business has a 50 day moving average price of $687.48 and a 200-day moving average price of $686.92.

More iShares Core S&P 500 ETF News

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

• Positive Sentiment: Wall Street commentary turned more bullish on the S&P 500, with several strategists raising targets and citing resilient corporate earnings and AI-related strength as reasons the index could keep climbing. AI and Earnings Lift S&P 500 Outlook: ETFs for Long-Term Growth
• Positive Sentiment: Market sentiment improved slightly and the Fear & Greed Index remained in “Greed,” suggesting investors are still willing to stay risk-on and support broad-market ETFs like IVV. S&P 500 Settles Above 7,400: Investor Sentiment Improves Slightly, Fear Index Remains In ‘Greed’ Zone
• Positive Sentiment: More bullish year-end and long-term S&P 500 targets were published, reinforcing expectations that the index may continue to grind higher if earnings and AI enthusiasm hold up. Banking giant updates S&P 500 target for end of 2026
• Positive Sentiment: Additional commentary described the S&P 500 as following earnings higher and potentially reaching even higher levels, which is supportive for IVV as an index tracker. The S&P 500 Is Following Earnings Higher—Perhaps a Lot Higher
• Neutral Sentiment: One article questioned whether the S&P 500 has become a portfolio risk after years of passive investing, but it was more a discussion of concentration and valuation than a direct catalyst for IVV. Is the S&P 500 Now Your Portfolio’s Biggest Risk?
• Negative Sentiment: Geopolitical tension around Iran and the Strait of Hormuz raised concerns about oil prices and margins, which could pressure equities if risk aversion broadens. Nasdaq seen hitting 30,000, S&P 500 exceeding 8,000 level
• Negative Sentiment: Another market note said futures were subdued after Trump rejected Iran’s latest peace proposal, reflecting some near-term caution for broad U.S. equity exposure. S&P 500 set for muted open as Trump brands Iran offer ‘totally unacceptable’
• Negative Sentiment: Short interest in IVV rose sharply in April, signaling that some traders are positioning for downside or hedging the ETF.

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.