Buska Wealth Management LLC trimmed its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 21.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 64,956 shares of the company’s stock after selling 17,980 shares during the period. iShares Core S&P 500 ETF accounts for approximately 16.4% of Buska Wealth Management LLC’s investment portfolio, making the stock its biggest position. Buska Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $44,491,000 at the end of the most recent reporting period.
A number of other institutional investors have also added to or reduced their stakes in IVV. Marshall Wace LLP increased its holdings in 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 worth $18,422,024,000 after buying an additional 6,101,936 shares during the last quarter. Nisa Investment Advisors LLC boosted its position in iShares Core S&P 500 ETF by 40.6% during the fourth quarter. Nisa Investment Advisors LLC now owns 16,809,463 shares of the company’s stock worth $11,513,474,000 after purchasing an additional 4,854,227 shares during the period. Eisler Capital Management Ltd. boosted its position in iShares Core S&P 500 ETF by 346.1% during the third quarter. Eisler Capital Management Ltd. now owns 4,963,000 shares of the company’s stock worth $3,305,308,000 after purchasing an additional 3,850,500 shares during the period. Capula Management Ltd boosted its position in shares of iShares Core S&P 500 ETF by 36.3% in the third quarter. Capula Management Ltd now owns 10,434,370 shares of the company’s stock valued at $6,983,724,000 after acquiring an additional 2,776,225 shares during the period. Finally, UBS Group AG boosted its position in shares of iShares Core S&P 500 ETF by 53.9% in the third quarter. UBS Group AG now owns 4,772,201 shares of the company’s stock valued at $3,194,034,000 after acquiring an additional 1,671,715 shares during the period. 70.12% of the stock is currently owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Trading Down 0.1%
Shares of NYSEARCA IVV opened at $682.62 on Friday. The company has a market cap of $747.74 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $510.83 and a 12 month high of $700.97. The stock has a 50-day moving average price of $676.25 and a two-hundred day moving average price of $679.90.
iShares Core S&P 500 ETF News Summary
Here are the key news stories impacting iShares Core S&P 500 ETF this week:
- Positive Sentiment: Nvidia’s extended rally is helping lift the S&P 500’s tech-heavy leadership, which supports IVV because Nvidia is a large index component. Nvidia’s stock extends its hot streak — and that’s great news for the S&P 500
- Positive Sentiment: AI/optical networking winners like Lumentum and Coherent are outperforming after upbeat demand commentary, signaling strength in tech-related sectors that lift the index. Lumentum and Coherent Stocks Are the New S&P 500 Standouts. Thank AI Demand.
- Positive Sentiment: Macro indicators of lower equity volatility (the falling VIX) and momentum studies suggesting a new bottom are reinforcing bullish sentiment for the S&P 500, which benefits IVV. Wall Street’s fear gauge just flashed an unusual signal that could carry the S&P 500 to 7,400 within months
- Neutral Sentiment: Investors are watching the March CPI print and its implications for Fed policy; a benign inflation print could extend gains but a surprise upside would pressure equities. S&P 500 headed for 8th day of gains as investors eye CPI, peace talks
- Neutral Sentiment: Price action shows the S&P 500 has regained its 50- and 200-day moving averages, a technical positive for momentum investors but not a guarantee of continued gains. The S&P 500 smashed back above 2 key moving averages, in a rare display of strength. Here’s what history shows happens next.
- Negative Sentiment: Geopolitical headlines (ceasefire/violations) are creating bouts of risk-off trading and have pressured futures at times, increasing short-term downside risk for broad-market ETFs like IVV. Stock Market Today: S&P 500 Futures Fall Ahead Of March CPI As Trump Says Iran Isn’t Upholding Ceasefire—Taiwan Semiconductor, Rocket Lab In Focus
- Negative Sentiment: Short interest in IVV rose ~21.9% in March to about 5.57M shares (≈0.5% of float), which could modestly increase selling pressure or volatility; however the short-interest ratio is just 0.4 days, implying limited short-squeeze risk. (Source: short-interest report)
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.
Further Reading
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
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