iShares Core S&P 500 ETF $IVV Shares Acquired by Gateway Investment Advisers LLC

Gateway Investment Advisers LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 177.9% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,089 shares of the ETF’s stock after purchasing an additional 3,898 shares during the period. Gateway Investment Advisers LLC’s holdings in iShares Core S&P 500 ETF were worth $4,560,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. Belpointe Asset Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 4.5% in the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock valued at $27,239,000 after purchasing an additional 1,700 shares during the period. Atria Investments Inc boosted its holdings in shares of iShares Core S&P 500 ETF by 14.0% during the fourth quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock worth $172,181,000 after purchasing an additional 30,777 shares during the period. M&T Bank Corp grew its position in iShares Core S&P 500 ETF by 0.8% during the fourth quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock valued at $896,587,000 after purchasing an additional 10,723 shares in the last quarter. FDx Advisors Inc. grew its position in iShares Core S&P 500 ETF by 40.7% during the fourth quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock valued at $9,587,000 after purchasing an additional 4,051 shares in the last quarter. Finally, Cornerstone Planning Group LLC grew its position in iShares Core S&P 500 ETF by 55.6% during the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after purchasing an additional 6,417 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $781.47 on Friday. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $783.09. The firm has a market cap of $907.72 billion, a PE ratio of 25.10 and a beta of 1.00. The firm’s 50 day moving average price is $751.36 and its two-hundred day moving average price is $718.38.

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: A moderated wholesale-inflation reading reduced fears that the Federal Reserve would need to keep interest rates higher for longer. The S&P 500 gained 0.66% and briefly crossed 7,800, providing the main catalyst for IVV’s advance. U.S. Stocks Rise, S&P 500 Closes at Record High, After Inflation Data
• Positive Sentiment: Technology stocks and artificial-intelligence infrastructure companies continued to lead the market, while falling oil prices further supported investor risk appetite. Continued AI optimism could benefit IVV because large technology companies represent a significant portion of the ETF. Dow rises as S&P 500 closes at record high on softer inflation, tech gains
• Positive Sentiment: More than 40 S&P 500 companies reported approximately $9.6 billion in tariff refunds, including about $2.1 billion already received in cash. The refunds may support corporate earnings and cash flow across some IVV holdings. S&P 500 Companies Claim First Payouts From $100 Billion Tariff Refund Wave
• Neutral Sentiment: Reddit’s planned addition to the S&P 500 reflects continued market strength and will modestly change the index’s holdings, but its direct effect on IVV should be limited. Reddit shares jump 11% on inclusion in S&P 500
• Negative Sentiment: The S&P 500’s historically low dividend yield may make IVV less attractive to investors primarily seeking current income, although it does not appear to be the immediate driver of the ETF’s movement. The S&P 500 Yield Is the Lowest in History

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.