United Advisor Group LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 51.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,675 shares of the ETF’s stock after purchasing an additional 2,942 shares during the period. United Advisor Group LLC’s holdings in iShares Core S&P 500 ETF were worth $6,644,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other large investors have also modified their holdings of the business. Plancorp LLC lifted its stake in iShares Core S&P 500 ETF by 107.9% in the third quarter. Plancorp LLC now owns 7,208 shares of the ETF’s stock worth $5,472,000 after acquiring an additional 3,741 shares during the period. May Hill Capital LLC increased its position in iShares Core S&P 500 ETF by 2.8% during the 3rd quarter. May Hill Capital LLC now owns 101,854 shares of the ETF’s stock valued at $78,005,000 after purchasing an additional 2,808 shares during the period. Carmel Capital Partners LLC increased its position in iShares Core S&P 500 ETF by 573.7% during the 3rd quarter. Carmel Capital Partners LLC now owns 6,562 shares of the ETF’s stock valued at $5,026,000 after purchasing an additional 5,588 shares during the period. Palatine Hill Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 9.7% in the 3rd quarter. Palatine Hill Wealth Management LLC now owns 68,529 shares of the ETF’s stock valued at $52,483,000 after purchasing an additional 6,078 shares in the last quarter. Finally, Bayshore Capital Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at about $436,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Trading Up 0.3%
Shares of IVV traded up $2.47 during mid-day trading on Friday, hitting $738.68. The company’s stock had a trading volume of 6,998,724 shares, compared to its average volume of 7,645,767. The company’s 50-day moving average is $769.02 and its 200-day moving average is $733.29. iShares Core S&P 500 ETF has a 52-week low of $632.14 and a 52-week high of $785.03. The firm has a market capitalization of $850.92 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.
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: History may support a constructive outlook: the article notes that the S&P 500 has posted positive returns in each of the last 19 midterm-election years, and 2026 returns have been above average for a midterm year so far. Midterms Are Over. Here’s What History Says the S&P 500 Does Next.
- Positive Sentiment: U.S. equity futures rebounded as bargain hunters stepped in, offering potential support to IVV; however, the move was described as short-covering rather than a confirmed trend reversal. Nasdaq 100 and S&P500: Tech Stocks Rally as Short-Covering Tests Bearish Trend
- Neutral Sentiment: IVV reported buying $394.7 million more Oracle shares on Nov. 4. This adds to the ETF’s exposure to Oracle but does not by itself indicate investor inflows into IVV. iShares Core S&P 500 (IVV) Buys $394.7 Million More Oracle on Nov. 4
- Negative Sentiment: Concerns about AI funding and chip weakness could pressure major technology holdings. The S&P 500 is also concentrated: six mega-cap companies account for 30.8% of the index, making IVV more exposed to their performance than its broad label may suggest. These 6 Stocks Make Up a Big Share of the S&P 500
- Negative Sentiment: Market direction remains uncertain as investors await the October jobs report, following a sharp tech-led selloff. Weak employment data or continued technology-sector pressure could weigh on the index. Stock Market: Will S&P 500 Open Up or Down Today?
About iShares Core S&P 500 ETF
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.
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