Smithbridge Asset Management Inc. DE boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 378.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 10,592 shares of the ETF’s stock after buying an additional 8,376 shares during the period. iShares Core S&P 500 ETF makes up approximately 1.1% of Smithbridge Asset Management Inc. DE’s investment portfolio, making the stock its 28th largest holding. Smithbridge Asset Management Inc. DE’s holdings in iShares Core S&P 500 ETF were worth $8,112,000 at the end of the most recent quarter.
Other large investors have also recently bought and sold shares of the company. Secure Asset Management LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 3.8% in the 3rd quarter. Secure Asset Management LLC now owns 25,493 shares of the ETF’s stock valued at $19,524,000 after acquiring an additional 936 shares during the last quarter. Peirce Capital Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the third quarter worth $602,000. Blue Zone Wealth Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 24.5% in the third quarter. Blue Zone Wealth Advisors LLC now owns 575 shares of the ETF’s stock worth $440,000 after acquiring an additional 113 shares during the period. Powerhouse Assets LLC raised its holdings in shares of iShares Core S&P 500 ETF by 0.8% during the third quarter. Powerhouse Assets LLC now owns 40,458 shares of the ETF’s stock worth $30,985,000 after purchasing an additional 322 shares during the last quarter. Finally, Equita Financial Network Inc. raised its holdings in shares of iShares Core S&P 500 ETF by 19.2% during the third quarter. Equita Financial Network Inc. now owns 577 shares of the ETF’s stock worth $442,000 after purchasing an additional 93 shares during the last quarter. Hedge funds and other institutional investors 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: Morgan Stanley strategist Mike Wilson said the market correction may be nearly complete and projected the S&P 500 could reach 8,500 by mid-2027. A renewed bullish outlook would benefit IVV through appreciation in its broad equity holdings. Morgan Stanley’s Mike Wilson Says Market Correction Nearly Over
- Positive Sentiment: Historical data cited by The Motley Fool shows the S&P 500 gained one year after all 19 midterm elections since 1950, supporting the case for continued long-term exposure through IVV. Should You Wait Until After the Midterm Elections to Buy the S&P 500?
- Positive Sentiment: IVV’s significantly lower expense ratio than SPY remains a competitive advantage for long-term investors, while both ETFs offer nearly identical S&P 500 exposure and performance. IVV vs. SPY
- Neutral Sentiment: IVV added to its NVIDIA and Apple exposure on October 16, reinforcing participation in the market’s strongest technology leaders but also increasing dependence on a small number of mega-cap stocks. IVV Adds NVIDIA and Apple
- Neutral Sentiment: An investment adviser reduced its IVV position by 10.2% in the third quarter. The filing is relatively small and reflects one manager’s allocation decision rather than a broad change in ETF demand. IVV Holdings Cut by Copper Harbor Investment Advisors
- Negative Sentiment: AI-related companies account for nearly half of the S&P 500’s market value, while Goldman Sachs expects AI capital-spending growth to slow sharply after 2026. Any disappointment in AI earnings or spending could weigh disproportionately on IVV. AI Swings Rock the S&P 500
- Negative Sentiment: Investors are watching technical support levels ahead of major earnings reports, while futures weakness, housing data and geopolitical tensions could increase near-term pressure on the index and IVV. Investors Look to Earnings to Reset the Bull Market
iShares Core S&P 500 ETF Stock Performance
NYSEARCA:IVV opened at $772.35 on Wednesday. iShares Core S&P 500 ETF has a one year low of $632.14 and a one year high of $785.03. The firm has a market cap of $886.70 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The firm’s fifty day moving average is $771.68 and its two-hundred day moving average is $749.47.
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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