iShares Core S&P 500 ETF $IVV is Orion Capital Management LLC’s 2nd Largest Position

Orion Capital Management LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 36,815 shares of the company’s stock after buying an additional 956 shares during the period. iShares Core S&P 500 ETF accounts for 8.5% of Orion Capital Management LLC’s investment portfolio, making the stock its 2nd biggest holding. Orion Capital Management LLC’s holdings in iShares Core S&P 500 ETF were worth $25,216,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. increased its stake in shares of iShares Core S&P 500 ETF by 2.9% during the 3rd quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock worth $22,373,294,000 after purchasing an additional 939,429 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in shares of iShares Core S&P 500 ETF by 0.7% during the 3rd quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock worth $19,122,455,000 after purchasing an additional 201,983 shares during the last quarter. Marshall Wace LLP increased its stake in shares of iShares Core S&P 500 ETF by 28.5% during the 3rd quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock worth $18,422,024,000 after purchasing an additional 6,101,936 shares during the last quarter. Creative Planning increased its stake in shares of iShares Core S&P 500 ETF by 2.3% during the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock worth $15,216,714,000 after purchasing an additional 505,293 shares during the last quarter. Finally, Jones Financial Companies Lllp increased its stake in shares of iShares Core S&P 500 ETF by 3.6% during the 3rd quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock worth $11,437,403,000 after purchasing an additional 601,254 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

More iShares Core S&P 500 ETF News

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

• Positive Sentiment: RBC Capital Markets raised its year-end S&P 500 target to 7,900, citing resilient earnings growth and strong AI-related demand, which supports further upside for IVV. RBC lifts S&P 500 year-end target to 7,900 on AI optimism
• Positive Sentiment: Another RBC note argued that big tech and a “two-speed” economy could help drive the benchmark roughly 10% higher over the next year, reinforcing a bullish backdrop for S&P 500 exposure. RBC Boosts S&P 500 Price Target. Big Tech Can Drive a 10% Gain.
• Positive Sentiment: Markets continued to notch record highs this week, with the S&P 500 extending its rally despite geopolitical uncertainty, which should help sentiment toward IVV. Nasdaq, S&P 500 Enjoy Another Record-Breaking Week
• Positive Sentiment: Additional commentary said the S&P 500’s rally is being supported by a strong earnings season, a key driver that can keep passive index funds like IVV elevated. Why the S&P 500 Is Heading to 8000
• Neutral Sentiment: State Street’s ETF outlook said IVV could benefit from heavy U.S. ETF inflows this year, although this is more of a structural tailwind than an immediate catalyst. If the 10-Year Treasury Crosses 4.6%, Here’s What Happens to VOO and IVV
• Neutral Sentiment: Some traders are buying S&P 500 downside protection as part of a hedge trade, suggesting investors are still willing to pay for insurance even as the index rallies. This ‘win-win’ hedge trade is getting popular with traders
• Negative Sentiment: Some technical analysts warned the rally may be getting stretched, with breadth divergence and reversal signals pointing to possible late-stage exhaustion, which could pressure IVV if momentum fades. Elliott Wave and Market Breadth Align on Late-Stage Rally Risk for the S&P 500

iShares Core S&P 500 ETF Stock Up 0.8%

Shares of IVV stock opened at $740.97 on Friday. The company has a 50 day moving average of $684.53 and a 200-day moving average of $685.48. iShares Core S&P 500 ETF has a 12-month low of $565.48 and a 12-month high of $741.50. The firm has a market cap of $818.22 billion, a P/E ratio of 25.10 and a beta of 1.00.

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.