iShares Core S&P 500 ETF $IVV Shares Bought by XML Financial LLC

XML Financial LLC boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.0% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,445 shares of the ETF’s stock after buying an additional 1,105 shares during the period. iShares Core S&P 500 ETF makes up approximately 2.0% of XML Financial LLC’s portfolio, making the stock its 8th biggest position. XML Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $28,042,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in IVV. Belpointe Asset Management LLC raised its stake in shares of iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock worth $27,239,000 after purchasing an additional 1,700 shares during the last quarter. Atria Investments Inc lifted its holdings in shares of iShares Core S&P 500 ETF by 14.0% in the fourth quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock valued at $172,181,000 after purchasing an additional 30,777 shares in the last quarter. M&T Bank Corp boosted its position in shares of 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 buying an additional 10,723 shares during the last quarter. FDx Advisors Inc. boosted its position in shares of 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 buying an additional 4,051 shares during the last quarter. Finally, Cornerstone Planning Group LLC grew its holdings 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 worth $11,730,000 after buying an additional 6,417 shares in the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Trading Down 0.5%

Shares of iShares Core S&P 500 ETF stock opened at $776.29 on Tuesday. The company has a market capitalization of $901.70 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a fifty day simple moving average of $752.81 and a 200 day simple moving average of $719.52. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $783.09.

Key Headlines Impacting iShares Core S&P 500 ETF

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

• Positive Sentiment: Evercore ISI raised its view that the S&P 500 could reach 9,000 by year-end, arguing that the multiyear bull market still has substantial room to run. A higher index target supports potential upside for IVV. S&P 500 year-end prediction: Evercore ISI now sees 9,000 as realistic
• Positive Sentiment: Market commentators, including Joe Terranova and RBC’s Lori Calvasina, continue to see additional S&P 500 upside, with some suggesting the index could approach 10,000 over the next 18 months. These forecasts reinforce the bullish longer-term case for IVV. Joe Terranova S&P 500 outlook RBC’s Lori Calvasina sees S&P 500 upside
• Positive Sentiment: Historical analysis showing strong long-term results for investors who bought during market crashes may support continued confidence in owning broad-market exposure such as IVV, although it does not eliminate short-term downside risk. S&P 500 crash-investing returns
• Neutral Sentiment: The S&P 500 is seeing a record number of negative-beta stocks, meaning more constituents are moving opposite to one another. This points to elevated underlying volatility and less uniform market participation, even if index-level performance appears relatively calm. Negative-beta stocks in the S&P 500
• Negative Sentiment: Thirty-year Treasury yields above 5.28% are pressuring stocks as investors weigh inflation, government deficits and heavy debt issuance. Higher long-term yields can reduce the relative appeal of equities and weigh on IVV, particularly its growth-oriented holdings. S&P 500 and 30-year Treasury yields
• Negative Sentiment: Renewed Middle East violence added to concerns about a broader escalation, contributing to choppy trading in stocks and bonds and increasing near-term risk for IVV. RBC market outlook amid geopolitical risk

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.