iShares Core S&P 500 ETF $IVV Stake Raised by Hardin Capital Partners LLC
by Doug Wharley · The Cerbat GemHardin Capital Partners LLC raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 42.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,494 shares of the ETF’s stock after buying an additional 740 shares during the quarter. iShares Core S&P 500 ETF comprises about 0.8% of Hardin Capital Partners LLC’s investment portfolio, making the stock its 16th biggest position. Hardin Capital Partners LLC’s holdings in iShares Core S&P 500 ETF were worth $1,910,000 as of its most recent filing with the SEC.
Several other hedge funds also recently bought and sold shares of IVV. Blalock Williams LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 74.9% during the second quarter. Blalock Williams LLC now owns 16,650 shares of the ETF’s stock worth $12,469,000 after purchasing an additional 7,130 shares during the last quarter. Cornerstone Planning Group LLC grew its position in shares of iShares Core S&P 500 ETF by 55.6% in the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after purchasing an additional 6,417 shares during the period. Compass Financial Management LLC acquired a new position in iShares Core S&P 500 ETF in the second quarter valued at $3,601,000. HWG Holdings LP increased its stake in iShares Core S&P 500 ETF by 24.9% in the third quarter. HWG Holdings LP now owns 127,281 shares of the ETF’s stock valued at $97,478,000 after purchasing an additional 25,357 shares during the last quarter. Finally, Capital Analysts LLC lifted its position in iShares Core S&P 500 ETF by 18.2% during the second quarter. Capital Analysts LLC now owns 219,719 shares of the ETF’s stock worth $164,546,000 after buying an additional 33,785 shares during the period. 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: Investor optimism remains supported by the S&P 500 reaching record highs, with one market strategist arguing that the current bull market still has room to run. S&P 500 Hits New Highs Ahead of Four-Year Bull Market Anniversary
- Positive Sentiment: Strong earnings forecasts are a key support for IVV: analysts expect roughly 30% year-over-year S&P 500 earnings growth in the third quarter, while Deutsche Bank projects growth as high as 34%, citing persistent AI demand and a cyclical recovery. Here comes third-quarter earnings season Deutsche Bank sees S&P 500 earnings growth holding at record in Q3
- Positive Sentiment: A bullish forecast calls for the S&P 500 to reach 10,000 in 2027, based on improving valuation metrics and historically favorable seasonal conditions. Prediction: The S&P 500 Will Hit 10,000 in 2027
- Positive Sentiment: IVV’s relatively low expense ratio remains a competitive advantage versus higher-cost S&P 500 alternatives, potentially helping long-term investor returns and fund flows. The S&P 500 ETF You Know Charges 0.0945%
iShares Core S&P 500 ETF Trading Down 0.4%
Shares of NYSEARCA:IVV opened at $777.27 on Friday. The firm has a market cap of $893.39 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock’s 50-day moving average price is $770.83 and its two-hundred day moving average price is $742.45. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $785.03.
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.
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