iShares Core S&P 500 ETF $IVV Stock Sold by Prime Capital Investment Advisors LLC

Prime Capital Investment Advisors LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 927,514 shares of the ETF’s stock after selling 18,381 shares during the quarter. iShares Core S&P 500 ETF accounts for about 7.0% of Prime Capital Investment Advisors LLC’s holdings, making the stock its largest position. Prime Capital Investment Advisors LLC owned 0.08% of iShares Core S&P 500 ETF worth $710,337,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of IVV. Envestnet Asset Management Inc. raised its stake in shares of iShares Core S&P 500 ETF by 25.6% in the second quarter. Envestnet Asset Management Inc. now owns 41,391,871 shares of the ETF’s stock valued at $30,997,946,000 after purchasing an additional 8,432,228 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its position in iShares Core S&P 500 ETF by 1.2% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock worth $26,225,264,000 after purchasing an additional 421,146 shares during the period. Capula Management Ltd lifted its position in iShares Core S&P 500 ETF by 1,374.6% in the first quarter. Capula Management Ltd now owns 9,094,984 shares of the ETF’s stock worth $5,940,934,000 after purchasing an additional 8,478,226 shares during the period. Allianz Asset Management GmbH boosted its stake in iShares Core S&P 500 ETF by 386.5% during the second quarter. Allianz Asset Management GmbH now owns 4,777,691 shares of the ETF’s stock worth $3,577,965,000 after buying an additional 3,795,730 shares in the last quarter. Finally, Alyeska Investment Group L.P. boosted its stake in iShares Core S&P 500 ETF by 7.4% during the second quarter. Alyeska Investment Group L.P. now owns 4,533,470 shares of the ETF’s stock worth $3,402,896,000 after buying an additional 311,275 shares in the last quarter. Institutional investors and hedge funds 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: Investors are increasingly optimistic that the S&P 500 could extend its advance. One forecast calls for a fourth consecutive double-digit annual gain in 2026, while Morgan Stanley strategist Mike Wilson said the market correction may be nearly over and projected the index could reach 8,500 by mid-2027. Prediction: 2026 Will Be the S&P 500’s 4th Straight Double-Digit Year Morgan Stanley’s Mike Wilson Says Market Correction Nearly Over
• Positive Sentiment: Historical data supports the long-term case for IVV: the S&P 500 has recovered to record highs after every 10% or larger decline since 1950, and has risen one year after each of the past 19 midterm elections. How Long Could You Wait for the S&P 500 to Recover From a 10% Drop?
• Positive Sentiment: IVV’s broad-market exposure, low costs and long-term diversification continue to make it attractive for buy-and-hold investors. A related quality ETF analysis also presents quality-focused diversification as a potential complement to IVV. IVV vs. SPY: Which S&P 500 ETF Is the Better Buy? JQUA: How This Diversified Quality ETF Makes IVV Even Better
• Neutral Sentiment: Institutional ownership changes were mixed: Novem Group and CWA Asset Management increased their positions, and Peirce Capital initiated a stake, while Maia Wealth and Orin Green Financial reduced holdings. These third-quarter filings are relatively small and unlikely to materially affect IVV. Institutional Stake Changes
• Neutral Sentiment: IVV sold approximately $33.5 million of NVIDIA on Monday after adding NVIDIA and Apple shares on October 16, indicating portfolio rebalancing rather than a clear change in the fund’s overall outlook. IVV Sells $33.5 Million of NVIDIA
• Negative Sentiment: Risks remain from inflation, geopolitical tensions and concerns about an AI-driven concentration in the index; 41 AI-related companies reportedly represented nearly half of the S&P 500’s market value. Heavy reliance on technology earnings could increase volatility. AI Swings Rock the S&P 500

iShares Core S&P 500 ETF Price Performance

IVV opened at $776.65 on Thursday. The company has a market capitalization of $891.63 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s fifty day moving average price is $771.69 and its two-hundred day moving average price is $750.30. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03.

iShares Core S&P 500 ETF 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.